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 %
MBFW
1176
Morton Brown Family Wealth
Pennsylvania
$9.03K +$117 +1 +1%
BA
1177
Bellwether Advisors
Nebraska
$9.02K
CCM
1178
Chilton Capital Management
Texas
$8.2K +$8.2K +70 New
WFA
1179
WestHill Financial Advisors
California
$7.27K
RFA
1180
Register Financial Advisors
Georgia
$5.93K +$116 +1 +2%
PFSC
1181
Peoples Financial Services Corp
Pennsylvania
$5.86K
TAM
1182
Tucker Asset Management
Colorado
$5.86K +$5.86K +50 New
AWM
1183
Aspire Wealth Management
Massachusetts
$5.63K
HMS
1184
Hanseatic Management Services
New Mexico
$4K
PGAM
1185
Princeton Global Asset Management
New Jersey
$3.52K
LCM
1186
Logan Capital Management
Pennsylvania
$2.93K
NMG
1187
New Millennium Group
Utah
$2.82K -$235 -2 -8%
CP
1188
Castleview Partners
Texas
$1.41K
RCM
1189
Raleigh Capital Management
North Carolina
$1.19K
HI
1190
Hoey Investments
Pennsylvania
$469
CAM
1191
Costello Asset Management
Pennsylvania
$469
WWP
1192
WR Wealth Planners
Missouri
$234 -$468 -4 -67%
FA
1193
Fortis Advisors
Pennsylvania
$234
SFCL
1194
Strengthening Families & Communities LLC
Massachusetts
$100 -$180 -1,545 -64%
CI
1195
CX Institutional
Indiana
-$11.3M -94,040 Closed
PI
1196
PFS Investments
Georgia
-$6.91M -57,292 Closed
TCFP
1197
Treasure Coast Financial Planning
Florida
-$4.67M -38,718 Closed
WDL
1198
Well Done LLC
Michigan
-$4.11M -34,099 Closed
FEM
1199
Fulcrum Equity Management
Texas
-$2.74M -22,746 Closed
Qube Research & Technologies (QRT)
1200
Qube Research & Technologies (QRT)
United Kingdom
-$2.39M -19,851 Closed