DVY icon

iShares Select Dividend ETF

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
1076
Highlander Capital Management
New Jersey
$62K
CMP
1077
Coston McIsaac & Partners
Maine
$62K
MFA
1078
McClarren Financial Advisors
Pennsylvania
$62K +$453 +4 +0.7%
KHC
1079
Koesten Hirschmann & Crabtree
Kansas
$60.5K +$226 +2 +0.4%
CSB
1080
City State Bank
Iowa
$60K
CIA
1081
Cape Investment Advisory
Georgia
$58.4K
NCM
1082
Northwest Capital Management
Oregon
$58.1K +$58.1K +513 New
KA
1083
Kozak & Associates
Colorado
$57.9K
MHR
1084
Matthew Hamilton Rosenberg
$56.7K -$8.5K -75 -13%
NFSG
1085
Newbridge Financial Services Group
Florida
$56.1K -$34.9K -308 -38%
FCG
1086
Financial Connections Group
California
$56K
BA
1087
Ballast Advisors
Minnesota
$54.6K
CYG
1088
Clean Yield Group
Vermont
$54.2K +$54.2K +478 New
JFG
1089
JDM Financial Group
Texas
$53.8K
MFC
1090
Morris Financial Concepts
South Carolina
$53.5K -$679 -6 -1%
SHIM
1091
Stone House Investment Management
Pennsylvania
$51.6K
FFA
1092
Farther Finance Advisors
California
$51.1K +$14.7K +130 +40%
FPB
1093
First PREMIER Bank
South Dakota
$51K
MIM
1094
MTM Investment Management
South Carolina
$51K
EWA
1095
EverSource Wealth Advisors
Alabama
$51K
AT
1096
Avalon Trust
New Mexico
$45.3K
HCM
1097
Hollencrest Capital Management
California
$44.9K -$5.33K -47 -11%
PAG
1098
Paladin Advisory Group
Iowa
$44K +$5.55K +49 +14%
LWCFA
1099
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5K
FFL
1100
Financial Freedom LLC
Ohio
$42.5K