DVY icon

iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
201
Fulton Breakefield Broenniman
Maryland
$2.17M -$151K -2,052 -7%
GWM
202
Geneos Wealth Management
Colorado
$2.14M -$68.7K -935 -3%
TNB
203
Thomasville National Bank
Georgia
$2.13M -$39.4K -386 -2%
OIA
204
OneDigital Investment Advisors
Kansas
$2.12M -$493K -6,648 -19%
FWM
205
Frontier Wealth Management
Missouri
$2.11M +$348K +4,736 +20%
CGH
206
Crossmark Global Holdings
Texas
$2.1M -$24.8K -337 -1%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.09M -$89.4K -1,216 -4%
CFG
208
Citizens Financial Group
Rhode Island
$2.07M +$819K +11,134 +65%
AC
209
Alexandria Capital
Virginia
$2.07M -$10.7K -145 -0.5%
SFG
210
Summit Financial Group
West Virginia
$2.06M +$68K +925 +3%
LFAS
211
Level Four Advisory Services
Texas
$2.06M -$244K -3,319 -11%
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$2.04M -$356K -4,823 -15%
EAM
213
Evanson Asset Management
California
$2.03M +$662 +9 +0%
PSUF
214
People's United Financial
Connecticut
$2M -$231K -3,146 -10%
FIM
215
Fernwood Investment Management
Massachusetts
$1.99M +$48.5K +660 +2%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$1.98M -$5.23M -71,190 -73%
OC
217
Oppenheimer & Co
New York
$1.97M +$762K +10,367 +63%
ATC
218
Argent Trust Co
Tennessee
$1.94M -$23.5K -320 -1%
SB
219
Simmons Bank
Arkansas
$1.93M -$8.09K -110 -0.4%
WFM
220
Wolff Financial Management
Michigan
$1.93M -$113K -1,532 -6%
WFA
221
Wellspring Financial Advisors
Ohio
$1.92M +$1.92M +26,162 New
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$1.92M +$177K +2,406 +10%
CI
223
Cavalier Investments
Georgia
$1.92M +$1.92M +26,039 New
NA
224
NewEdge Advisors
Louisiana
$1.91M +$81.9K +1,113 +4%
SFS
225
Sowell Financial Services
Arkansas
$1.9M +$890K +24,722 +88%