DVY icon

iShares Select Dividend ETF

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
LPWM
1101
Lake Point Wealth Management
Texas
$32K -$474 -4 -1%
WFA
1102
West Financial Advisors
Iowa
$32K
BWM
1103
Baystate Wealth Management
Massachusetts
$32K +$233 +2 +0.7%
VRM
1104
Vectors Research Management
New York
$31K
BCMLT
1105
Beacon Capital Management LLC (Tennessee)
Tennessee
$31K
ME
1106
McIlrath & Eck
Washington
$30K
BHWM
1107
Beaird Harris Wealth Management
Texas
$30K +$18.2K +155 +155%
ZIG
1108
Zullo Investment Group
Pennsylvania
$29K
BWM
1109
BerganKDV Wealth Management
Minnesota
$29K
HWA
1110
HHM Wealth Advisors
Tennessee
$29K
TSWM
1111
Tyler-Stone Wealth Management
Ohio
$29K
1IA
1112
1834 Investment Advisors
Wisconsin
$29K +$29K +250 New
BA
1113
Bivin & Associates
Oklahoma
$27K
AF
1114
Affiance Financial
Minnesota
$25K
TFS
1115
TrustCore Financial Services
Tennessee
$25K
BA
1116
Bellwether Advisors
Nebraska
$23K -$67.8K -581 -75%
BWP
1117
Baldwin Wealth Partners
Massachusetts
$23K
LSA
1118
Lansing Street Advisors
Pennsylvania
$20K
RCC
1119
Red Cedar Capital
Nebraska
$20K
PAIM
1120
Punch & Associates Investment Management
Minnesota
$18K
S
1121
Surevest
California
$18K
JFA
1122
JNBA Financial Advisors
Minnesota
$18K
LFG
1123
Larson Financial Group
Missouri
$18K
PA
1124
PSI Advisors
Florida
$18K
HWMA
1125
Heritage Wealth Management (Arizona)
Arizona
$17.7K