DVY icon

iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
126
Haverford Trust Company
Pennsylvania
$4.42M +$12.8K +133 +0.3%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$4.37M -$263K -2,732 -6%
MBTD
128
Mechanics Bank - Trust Department
California
$4.35M -$175K -1,819 -4%
MPM
129
Meritage Portfolio Management
Kansas
$4.35M +$2.56M +26,607 +143%
CGFA
130
Colton Groome Financial Advisors
North Carolina
$4.28M +$4.28M +44,508 New
MCM
131
MAI Capital Management
Ohio
$4.26M -$292K -3,034 -6%
CA
132
Cetera Advisors
Colorado
$4.22M -$1.33M -13,815 -24%
IA
133
IFG Advisory
Georgia
$4.2M -$48.3K -502 -1%
HSA
134
HBK Sorce Advisory
Pennsylvania
$4.15M +$47.3K +492 +1%
GHA
135
GW Henssler & Associates
Georgia
$4.01M +$1.45M +15,039 +57%
GWM
136
Geneos Wealth Management
Colorado
$3.99M +$1.4M +15,414 +54%
SDAM
137
Shulman DeMeo Asset Management
New York
$3.92M -$131K -1,365 -3%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$3.89M +$394K +4,093 +11%
Citigroup
139
Citigroup
New York
$3.88M +$172K +1,793 +5%
JGIA
140
Jackson Grant Investment Advisers
Connecticut
$3.86M -$277K -2,879 -7%
DADC
141
D.A. Davidson & Co
Montana
$3.84M -$325K -3,380 -8%
CWM
142
Connecticut Wealth Management
Connecticut
$3.83M -$294K -3,052 -7%
AA
143
Argent Advisors
Louisiana
$3.81M +$3.81M +39,585 New
MML Investors Services
144
MML Investors Services
Massachusetts
$3.8M -$249K -2,590 -6%
MIAN
145
Mariner Independent Advisor Network
Kansas
$3.72M +$178K +1,848 +5%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$3.72M +$973K +10,116 +35%
FUBT
147
First United Bank & Trust
Maryland
$3.72M -$400K -4,163 -10%
MCM
148
MV Capital Management
Maryland
$3.61M -$35.7K -371 -1%
RJT
149
Raymond James Trust
Florida
$3.56M -$61.3K -637 -2%
SAS
150
Stelac Advisory Services
New York
$3.51M -$29K -301 -0.8%