DVY icon

iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AMCA
751
Arthur M. Cohen & Associates
Illinois
$481K +$2.65K +22 +0.6%
TFA
752
Tranquilli Financial Advisor
New Jersey
$479K -$15K -124 -3%
VNA
753
Valley National Advisers
Pennsylvania
$477K -$40.6K -325 -8%
BSW
754
Buckingham Strategic Wealth
Missouri
$476K -$301K -2,494 -39%
KFC
755
Klingenstein Fields & Co
New York
$473K
TWM
756
Thrive Wealth Management
Pennsylvania
$472K +$9.77K +81 +2%
BB
757
Busey Bank
Illinois
$472K +$9.17K +76 +2%
HIP
758
HUB Investment Partners
Texas
$471K -$37.6K -312 -7%
HCM
759
Highview Capital Management
Illinois
$467K
SCM
760
Schnieders Capital Management
California
$461K +$3.62K +30 +0.8%
CIAS
761
Capital Investment Advisory Services
North Carolina
$459K +$45K +373 +11%
CSIC
762
Clifford Swan Investment Counsel
California
$458K
RWG
763
Ratio Wealth Group
Colorado
$455K
SWA
764
SFMG Wealth Advisors
Texas
$455K -$202K -1,672 -31%
B
765
Bailard
California
$453K
AWG
766
Altus Wealth Group
Colorado
$451K +$77.9K +646 +21%
LDB
767
Lee, Danner & Bass
Tennessee
$449K +$9.05K +75 +2%
FPAS
768
Focus Partners Advisor Solutions
Missouri
$449K -$94.3K -782 -17%
1WA
769
180 Wealth Advisors
Washington
$447K +$500 +4 +0.1%
PMG
770
ProVise Management Group
Florida
$441K -$18K -149 -4%
IWS
771
Insight Wealth Strategies
California
$437K +$1.69K +14 +0.4%
BSA
772
Bull Street Advisors
Georgia
$437K
BONH
773
Bank of New Hampshire
New Hampshire
$435K -$90.8K -753 -17%
FFA
774
First Foundation Advisors
California
$434K
MLL
775
Moody Lynn & Lieberson
Massachusetts
$434K