DVY icon

iShares Select Dividend ETF

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
1226
DHJJ Financial Advisors
Illinois
$41.2K
1IA
1227
1620 Investment Advisors
Massachusetts
$41.1K +$8.8K +67 +27%
WCM
1228
Winthrop Capital Management
Indiana
$40K +$40K +304 New
MAS
1229
MPWM Advisory Solutions
Georgia
$39.9K +$39.9K +304 New
MMCM
1230
Murphy & Mullick Capital Management
New York
$39.9K +$39.9K +304 New
ACA
1231
Atlas Capital Advisors
Wyoming
$39.4K
WIM
1232
Westside Investment Management
California
$39.4K
JFG
1233
JDM Financial Group
Texas
$39.4K
MCA
1234
Maryland Capital Advisors
Maryland
$39.4K
WAM
1235
WFA Asset Management
Wisconsin
$38.9K -$37.9K -289 -49%
GCM
1236
Gables Capital Management
Florida
$37.9K
RF
1237
Roxbury Financial
New Jersey
$37.7K +$37.7K +263 New
FFL
1238
Financial Freedom LLC
Ohio
$36.6K
MEG
1239
Millstone Evans Group
Colorado
$35.8K +$35.8K +273 New
OWP
1240
ORG Wealth Partners
Texas
$33.5K -$1.18K -9 -3%
CCMI
1241
Creative Capital Management Investments
California
$33.1K +$33.1K +252 New
KHC
1242
Koesten Hirschmann & Crabtree
Kansas
$32.8K +$656 +5 +2%
BCMLT
1243
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.7K +$263 +2 +0.8%
CFS
1244
CGC Financial Services
Oregon
$31.3K
TFA
1245
Toth Financial Advisory
Virginia
$30.9K
GI
1246
GAMMA Investing
California
$30.5K
FGC
1247
Financial Gravity Companies
Texas
$29K +$29K +221 New
WI
1248
Wintrust Investments
Illinois
$29K -$42.3K -331 -59%
TC
1249
Trust Company
Kansas
$28.9K
TFA
1250
Transamerica Financial Advisors
Florida
$27K +$27K +203 New