DVY icon

iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1176
Kozak & Associates
Colorado
$19.4K -$38.8K -338 -67%
YDMI
1177
Y.D. More Investments
Israel
$19.3K
TFG
1178
Team Financial Group
California
$19K +$468 +4 +3%
LFG
1179
Larson Financial Group
Missouri
$18.4K +$351 +3 +2%
PAIM
1180
Punch & Associates Investment Management
Minnesota
$18.3K
SRCM
1181
Signature Resources Capital Management
California
$18.3K +$18.3K +156 New
QPBE
1182
Quintet Private Bank (Europe)
Luxembourg
$17.6K
RF
1183
Robbins Farley
New Hampshire
$17.6K
NRG
1184
Nemes Rush Group
Michigan
$16.9K
LFA
1185
Livelsberger Financial Advisory
Ohio
$16.7K +$16.7K +143 New
LFA
1186
Level Financial Advisors
New York
$16.4K
CMBA
1187
C.M. Bidwell & Associates
Hawaii
$16.4K
RAM
1188
Riggs Asset Management
Pennsylvania
$16.1K +$352 +3 +2%
TCG
1189
Transcendent Capital Group
Oklahoma
$16.1K +$16.1K +137 New
MBFW
1190
Morton Brown Family Wealth
Pennsylvania
$15.6K +$6.45K +55 +71%
TFM
1191
TFC Financial Management
Massachusetts
$15.4K +$352 +3 +2%
FM
1192
Family Management
New York
$15.4K
TFGT
1193
TS Financial Group (TSFG)
Illinois
$15K -$8.33K -70 -36%
GBT
1194
Grove Bank & Trust
Florida
$14.8K
SIS
1195
Sound Income Strategies
Florida
$14.1K
GM
1196
GeoWealth Management
Illinois
$14K +$3.93K +34 +39%
AAM
1197
Advisors Asset Management
Colorado
$13.7K -$6.92K -59 -34%
FP
1198
Financial Perspectives
Minnesota
$13.5K
AA
1199
Addison Advisors
Vermont
$13.1K
HFM
1200
Hartford Financial Management
Connecticut
$12.9K