DVY icon

iShares Select Dividend ETF

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
1001
Jacobi Capital Management
Pennsylvania
$14K +$116 +1 +0.8%
SPWG
1002
Sage Private Wealth Group
Illinois
$14K +$117 +1 +0.8%
FP
1003
Financial Perspectives
Minnesota
$13.4K -$1.52M -13,007 -99%
HFM
1004
Hartford Financial Management
Connecticut
$13K
CH
1005
Canton Hathaway
Rhode Island
$13K
AA
1006
Addison Advisors
Vermont
$13K +$13K +112 New
CWA
1007
Carolina Wealth Advisors
South Carolina
$12K
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$12K
MCM
1009
Manchester Capital Management
Vermont
$10K
FCFS
1010
First Command Financial Services
Texas
$10K
FCB
1011
First Command Bank
Texas
$10K
DAM
1012
Delta Asset Management
Tennessee
$9K
CQS
1013
Credential Qtrade Securities
$6.41K +$6.41K +55 New
PFSC
1014
Peoples Financial Services Corp
Pennsylvania
$6K
SIM
1015
Sonora Investment Management
Arizona
$3K
LCM
1016
Logan Capital Management
Pennsylvania
$3K
IWP
1017
IAG Wealth Partners
Wisconsin
$3K +$3K +21 New
TC
1018
Truvestments Capital
Florida
$2K -$33.7K -236 -94%
SFA
1019
Semmax Financial Advisors
North Carolina
$1K
AW
1020
Avion Wealth
Texas
$1K
CI
1021
CX Institutional
Indiana
$1K
TLFA
1022
True Link Financial Advisors
California
$1K +$1K +11 New
CP
1023
Castleview Partners
Texas
$1K +$1K +12 New
BBHC
1024
Brown Brothers Harriman & Co
New York
$596 -$257 -2,208 -30%
H
1025
HoyleCohen
California
$219