DVY icon

iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
901
Selective Wealth Management
Virginia
$34K +$97 +1 +0.3%
CWP
902
Concord Wealth Partners
Virginia
$34K +$34K +350 New
AAMA
903
Advanced Asset Management Advisors
Ohio
$33K
CIA
904
Cascade Investment Advisors
Oregon
$31.3K
CWA
905
Core Wealth Advisors
Florida
$31K
AWM
906
Accel Wealth Management
Iowa
$31K +$31K +325 New
POIA
907
Pin Oak Investment Advisors
Texas
$30K
KFI
908
Key Financial Inc
Pennsylvania
$30K +$30K +311 New
TFA
909
Toth Financial Advisory
Virginia
$28K +$196 +2 +0.7%
FCFS
910
First Command Financial Services
Texas
$28K +$28K +291 New
FCB
911
First Command Bank
Texas
$28K +$28K +291 New
VRM
912
Vectors Research Management
New York
$26K
BWM
913
Baystate Wealth Management
Massachusetts
$25K -$79.7K -838 -76%
FMB
914
Field & Main Bank
Kentucky
$25K +$25K +260 New
GWM
915
Greenhouse Wealth Management
Connecticut
$25K +$25K +261 New
BWM
916
BerganKDV Wealth Management
Minnesota
$24K
HWA
917
HHM Wealth Advisors
Tennessee
$24K
TC
918
Truvestments Capital
Florida
$24K +$1.34K +14 +6%
FMII
919
Farmers & Merchants Investments Inc
Nebraska
$23K -$9.94K -102 -30%
KTC
920
Kistler-Tiffany Companies
Pennsylvania
$20K
MIM
921
Merrion Investment Management
New Jersey
$20K +$20K +212 New
BSSFA
922
Baron Silver Stevens Financial Advisors
Florida
$20K +$20K +212 New
HCM
923
Highlander Capital Management
New Jersey
$19K
MSFP
924
Mark Sheptoff Financial Planning
Connecticut
$19K
AF
925
Affiance Financial
Minnesota
$19K