DVY icon

iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTCOCP
1126
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
CJL
1127
Cyrus J. Lawrence
New York
$75K
FCA
1128
Fortis Capital Advisors
Kansas
$73.9K +$73.9K +613 New
CB
1129
Community Bank
New York
$72.4K
MHR
1130
Matthew Hamilton Rosenberg
$69.3K
EWM
1131
Endurance Wealth Management
Rhode Island
$68K
CT
1132
Clearstead Trust
Maine
$68K
TFGT
1133
TS Financial Group (TSFG)
Illinois
$66K
HCM
1134
Highlander Capital Management
New Jersey
$66K
MFA
1135
McClarren Financial Advisors
Pennsylvania
$65K +$65K +539 New
AWM
1136
Atticus Wealth Management
Florida
$64.5K +$64.5K +535 New
KHC
1137
Koesten Hirschmann & Crabtree
Kansas
$64K +$64K +531 New
CSB
1138
City State Bank
Iowa
$64K -$21.7K -180 -25%
SIS
1139
Sound Income Strategies
Florida
$63.9K +$49.4K +410 +342%
KA
1140
Kozak & Associates
Colorado
$61K
FCG
1141
Financial Connections Group
California
$59K
MFC
1142
Morris Financial Concepts
South Carolina
$58.8K
BA
1143
Ballast Advisors
Minnesota
$58.1K
JFG
1144
JDM Financial Group
Texas
$57.3K +$57.3K +475 New
CWP
1145
Concord Wealth Partners
Virginia
$56K +$56K +464 New
MIM
1146
MTM Investment Management
South Carolina
$54.3K
FPB
1147
First PREMIER Bank
South Dakota
$54K
HWMA
1148
Heritage Wealth Management (Arizona)
Arizona
$52.3K +$34.3K +284 +189%
R
1149
Rebalance
California
$45.3K +$45.3K +376 New
FFL
1150
Financial Freedom LLC
Ohio
$45.2K +$45.2K +375 New