DVY icon

iShares Select Dividend ETF

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
976
Vision Capital Management
Oregon
$237K +$237K +2,020 New
KA
977
Kovack Advisors
Florida
$237K -$33.2K -283 -12%
BAM
978
Bosun Asset Management
Illinois
$234K
RSC
979
Red Spruce Capital
Pennsylvania
$234K
NGA
980
Naples Global Advisors
Florida
$231K
SC
981
Sepio Capital
Utah
$231K
SCA
982
Stillwater Capital Advisors
Pennsylvania
$231K
9WM
983
9258 Wealth Management
Ohio
$230K
IGWM
984
ICA Group Wealth Management
Colorado
$230K +$8.79K +75 +4%
WFAG
985
Worth Financial Advisory Group
North Carolina
$230K -$3.05K -26 -1%
SFS
986
Security Financial Services
Indiana
$229K -$38.3K -327 -14%
WE
987
Wealth Effects
Massachusetts
$229K
SAM
988
Silverhawk Asset Management
Arizona
$228K +$3.16K +27 +1%
TT
989
TI-Trust
Illinois
$228K
CWM
990
Cedar Wealth Management
California
$228K -$30.1K -257 -12%
AUB
991
Atlantic Union Bankshares
Virginia
$227K +$227K +1,938 New
CCA
992
Cora Capital Advisors
New Jersey
$227K
W
993
WealthOne
New York
$226K -$3.75K -32 -2%
G
994
Gainplan
Michigan
$225K +$1.88K +16 +0.8%
ACIM
995
Azimuth Capital Investment Management
Michigan
$225K -$66.3K -566 -23%
AWAP
996
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$223K -$17.6K -150 -7%
DCM
997
Dudley Capital Management
Virginia
$223K
SG
998
StoneX Group
New York
$221K +$1.41K +12 +0.6%
SWM
999
Segment Wealth Management
Texas
$220K
GD
1000
Grandfield & Dodd
New York
$219K -$15.6K -133 -7%