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 %
DAM
1151
Delta Asset Management
Tennessee
$19.3K
PAIM
1152
Punch & Associates Investment Management
Minnesota
$18.3K
LFG
1153
Larson Financial Group
Missouri
$18.1K
QPBE
1154
Quintet Private Bank (Europe)
Luxembourg
$17.6K +$17.6K +150 New
RF
1155
Robbins Farley
New Hampshire
$17.6K +$17.6K +150 New
FCFS
1156
First Command Financial Services
Texas
$17.5K -$10.4K -89 -37%
FCB
1157
First Command Bank
Texas
$17.5K -$10.4K -89 -37%
LFA
1158
Level Financial Advisors
New York
$16.4K
CMBA
1159
C.M. Bidwell & Associates
Hawaii
$16.4K
RAM
1160
Riggs Asset Management
Pennsylvania
$15.6K +$15.6K +133 New
FM
1161
Family Management
New York
$15.3K
SIS
1162
Sound Income Strategies
Florida
$14.1K -$48K -410 -77%
FP
1163
Financial Perspectives
Minnesota
$13.5K
HR
1164
Howe & Rusling
New York
$13.4K +$1.64K +14 +14%
AA
1165
Addison Advisors
Vermont
$13.1K
HFM
1166
Hartford Financial Management
Connecticut
$12.9K
MSFP
1167
Mark Sheptoff Financial Planning
Connecticut
$11.7K
FCT
1168
First Community Trust
Iowa
$11.7K
IFAM
1169
Institutional & Family Asset Management
Colorado
$11.7K +$11.7K +100 New
BCM
1170
Bourgeon Capital Management
Connecticut
$11.4K
FMII
1171
Farmers & Merchants Investments Inc
Nebraska
$11.2K
SVCP
1172
Silicon Valley Capital Partners
California
$10.3K
WAG
1173
Windsor Advisory Group
Ohio
$10.1K
GM
1174
GeoWealth Management
Illinois
$10K +$10K +86 New
MCM
1175
Manchester Capital Management
Vermont
$9.96K