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iShares Select Dividend ETF
DVY

Overview Fund Activity

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M

Top Buyers

1
BTS
BB&T Securities
Virginia
+$21.5M
2
ACM
Aviance Capital Management
Florida
+$18.9M
3
IC
Iconiq Capital
California
+$13.2M
4
FMLI
Fukoku Mutual Life Insurance
Japan
+$12.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$61.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$32.9M
3
Morgan Stanley
Morgan Stanley
New York
-$32.7M
4
Comerica Bank
Comerica Bank
Texas
-$26.9M
5
LPL Financial
LPL Financial
California
-$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$1.19M -$457K -6,258 -28%
ICAS
227
Investors Capital Advisory Services
Massachusetts
$1.19M +$2.62K +36 +0.2%
DCM
228
Donaldson Capital Management
Indiana
$1.19M -$128K -1,761 -10%
FCBT
229
First Citizens Bank & Trust
North Carolina
$1.18M -$218K -2,997 -16%
CAL
230
Capital Advisors Ltd
Ohio
$1.18M -$170K -2,340 -13%
DLHL
231
Donald L. Hagan LLC
Florida
$1.17M – – –
EFS
232
Essex Financial Services
Connecticut
$1.16M – – –
PFP
233
Pinnacle Financial Partners
Tennessee
$1.14M -$477K -6,549 -30%
OC
234
Oppenheimer & Co
New York
$1.13M +$190K +2,610 +20%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$1.13M -$33.8K -465 -3%
WHI
236
William Harris Investors
Illinois
$1.12M – – –
SCG
237
Sonata Capital Group
Washington
$1.11M -$30.9K -425 -3%
ST
238
Smithfield Trust
Pennsylvania
$1.11M – – –
EWM
239
Evercore Wealth Management
New York
$1.09M -$155K -2,131 -12%
VNA
240
Valley National Advisers
Pennsylvania
$1.08M – – –
FBNAT
241
FirstMerit Bank N.A. Trustee
Ohio
$1.07M -$7.28K -100 -0.7%
DAS
242
Dynamic Advisor Solutions
Arizona
$1.07M +$1.07M +14,673 New
MIP
243
Marietta Investment Partners
Wisconsin
$1.04M +$434K +5,600 +71%
PMFA
244
Plante Moran Financial Advisors
Michigan
$1.04M – – –
TD Asset Management
245
TD Asset Management
Ontario, Canada
$1.03M -$1.1M -15,125 -52%
LIA
246
LS Investment Advisors
Michigan
$1.03M -$43.6K -600 -4%
SIC
247
Salem Investment Counselors
North Carolina
$1.02M – – –
FT
248
Fiduciary Trust
Massachusetts
$1.02M – – –
FMBTD
249
First Midwest Bank Trust Division
Illinois
$1.01M +$43.7K +600 +5%
Chevy Chase Trust
250
Chevy Chase Trust
Maryland
$1M +$1M +13,785 New
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