DVY icon

iShares Select Dividend ETF

1,245 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+38
Holders Change %
+3.15%
% of All Funds
18.01%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
98
Increased
394
Reduced
423
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1201
HHM Wealth Advisors
Tennessee
$17.2K -$5.13K -38 -23%
GBT
1202
Grove Bank & Trust
Florida
$17K
ZRP
1203
Zynergy Retirement Planning
New Jersey
$16.3K +$16.3K +121 New
CCM
1204
Chilton Capital Management
Texas
$16.2K -$16.9K -125 -51%
SIS
1205
Sound Income Strategies
Florida
$16.2K -$43.2K -320 -73%
BHWM
1206
Beaird Harris Wealth Management
Texas
$15.8K
AAM
1207
Advisors Asset Management
Colorado
$15.8K
FP
1208
Financial Perspectives
Minnesota
$15.5K
OP
1209
ORG Partners
Indiana
$15.3K -$20.4K -151 -57%
LWCFA
1210
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.1K -$10.8K -80 -42%
TFGT
1211
TS Financial Group (TSFG)
Illinois
$15K -$2.18K -16 -13%
HFM
1212
Hartford Financial Management
Connecticut
$14.9K
PAG
1213
Paladin Advisory Group
Iowa
$14.6K
PA
1214
PSI Advisors
Florida
$13.9K +$135 +1 +1%
TAM
1215
Tucker Asset Management
Colorado
$13.8K +$7.02K +52 +104%
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$13.5K
HR
1217
Howe & Rusling
New York
$13.5K
OC
1218
Oarsman Capital
Wisconsin
$13.5K +$13.5K +100 New
AEPWM
1219
Atlantic Edge Private Wealth Management
Florida
$12.2K
SVCP
1220
Silicon Valley Capital Partners
California
$11.9K
MCM
1221
Manchester Capital Management
Vermont
$11.5K
RF
1222
Robbins Farley
New Hampshire
$10.1K
DAM
1223
Delta Asset Management
Tennessee
$10.1K
TCM
1224
TD Capital Management
Tennessee
$9.68K +$134 +1 +1%
HMS
1225
Hanseatic Management Services
New Mexico
$9.05K