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iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$61.8M
2
LPL Financial
LPL Financial
California
+$57.8M
3
Wells Fargo
Wells Fargo
California
+$49.4M
4
SCM
Sterling Capital Management
North Carolina
+$40M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$22.2M

Top Sellers

1
GFG
Gray Financial Group
Georgia
-$54.2M
2
Goldman Sachs
Goldman Sachs
New York
-$13.4M
3
CC
Curian Capital
Colorado
-$13.1M
4
Northern Trust
Northern Trust
Illinois
-$11.2M
5
MPM
Meritage Portfolio Management
Kansas
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$5.26K -70 -0.4%
DAS
227
Dynamic Advisor Solutions
Arizona
$1.32M +$213K +2,837 +19%
SNBOSCI
228
Security National Bank of Sioux City Iowa
Iowa
$1.31M +$57.8K +770 +5%
BAS
229
Brown Advisory Securities
Maryland
$1.31M +$75 +1 +0%
FSA
230
Franklin Street Advisors
North Carolina
$1.3M -$3.76K -50 -0.3%
CA
231
CapWealth Advisors
Tennessee
$1.29M -$20.7K -275 -2%
FCBT
232
First Citizens Bank & Trust
North Carolina
$1.28M +$59.2K +788 +5%
PFP
233
Pinnacle Financial Partners
Tennessee
$1.28M +$103K +1,365 +9%
MFW
234
Mosaic Family Wealth
Missouri
$1.27M +$1.27M +16,931 New
WSCM
235
Wellington Shields Capital Management
New York
$1.25M -$33.3K -443 -3%
EDRS
236
Edmond de Rothschild (Suisse)
Switzerland
$1.25M -$631K -8,400 -34%
SWP
237
Stratos Wealth Partners
Ohio
$1.25M +$16.3K +217 +1%
HBWM
238
Hollow Brook Wealth Management
New York
$1.24M -$306K -4,077 -20%
ATC
239
Argent Trust Co
Tennessee
$1.23M -$521K -6,937 -30%
I
240
IberiaBank
Louisiana
$1.23M +$886K +11,783 +259%
CAL
241
Capital Advisors Ltd
Ohio
$1.22M +$75 +1 +0%
Millennium Management
242
Millennium Management
New York
$1.21M +$944K +12,554 +357%
DLHL
243
Donald L. Hagan LLC
Florida
$1.21M – – –
EFS
244
Essex Financial Services
Connecticut
$1.2M -$5.13K -68 -0.4%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$1.19M +$23.7K +315 +2%
EWM
246
Evercore Wealth Management
New York
$1.18M +$56.4K +750 +5%
CT
247
Cambridge Trust
Massachusetts
$1.18M -$98.1K -1,305 -8%
OC
248
Oppenheimer & Co
New York
$1.18M +$8.64K +115 +0.7%
PGA
249
Portland Global Advisors
Maine
$1.17M -$108K -1,440 -8%
MPM
250
Meritage Portfolio Management
Kansas
$1.17M -$9.06M -120,500 -89%
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