DVY icon

iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
801
Loomis, Sayles & Company
Massachusetts
$68K
HB
802
Horizon Bancorp
Indiana
$65K
DCM
803
Davis Capital Management
Florida
$65K +$65K +889 New
CTB
804
Country Trust Bank
Illinois
$64K -$79.6K -1,076 -55%
SIS
805
Sound Income Strategies
Florida
$63K
GI
806
Gradient Investments
Minnesota
$62K +$23.3K +320 +60%
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$60K +$39.8K +530 +196%
JSC
808
Jackson Square Capital
California
$59K -$24.1K -326 -29%
HWM
809
Holloway Wealth Management
Florida
$57K -$81K
EWP
810
Engrave Wealth Partners
Texas
$57K
CFFP
811
Center for Financial Planning
Michigan
$56K
LWA
812
Lowe Wealth Advisors
Maryland
$55K
NEIRG
813
New England Investment & Retirement Group
Massachusetts
$53K -$3.47M -47,658 -98%
BAM
814
Barrett Asset Management
New York
$52K -$36.7K -500 -41%
AAMA
815
Advanced Asset Management Advisors
Ohio
$51K
HI
816
Hudock Inc
Pennsylvania
$50K -$16.4K -224 -25%
BAMG
817
Brand Asset Management Group
Missouri
$50K
MA
818
MCF Advisors
Kentucky
$48K -$90.9K -1,233 -65%
SIM
819
Sonora Investment Management
Arizona
$48K
TCM
820
Tradewinds Capital Management
Washington
$46K +$14.8K +200 +48%
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$45K -$2.91K -40 -6%
FBT
822
First Bank & Trust
South Dakota
$45K
RDWM
823
Red Door Wealth Management
Tennessee
$45K +$45K +616 New
EW
824
Evoke Wealth
California
$44.1K +$44.1K +600 New
S
825
SignatureFD
Georgia
$44K -$137K -1,842 -76%