DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$503M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$397M
3
Morgan Stanley
Morgan Stanley
New York
$357M
4
AIA
Arrow Investment Advisors
Maryland
$23.7M
5
OIM
Opus Investment Management
Massachusetts
$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$74.1M
2
LPL Financial
LPL Financial
California
$90.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.6M
4
PIM
Parker Investment Management
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$1.63M -$1.04M -12,250 -39%
FSA
227
Franklin Street Advisors
North Carolina
$1.63M +$184K +2,160 +13%
LPT
228
Legacy Private Trust
Wisconsin
$1.61M -$42.2K -495 -3%
SC
229
SouthState Corp
Florida
$1.61M -$158K -1,850 -9%
CCP
230
Cardan Capital Partners
Colorado
$1.6M +$1.6M +18,798 New
GAM
231
Gould Asset Management
California
$1.6M -$32.8K -385 -2%
SBSB
232
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.59M +$1.59M +18,674 New
Millennium Management
233
Millennium Management
New York
$1.59M +$1.59M +18,670 New
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$1.56M +$10.7K +125 +0.7%
AP
235
Advisors Preferred
Maryland
$1.56M +$863K +10,122 +125%
KM
236
Kalos Management
Georgia
$1.55M -$202K -2,370 -12%
NAM
237
Nichols Asset Management
Massachusetts
$1.55M -$4.26K -50 -0.3%
PGA
238
Portland Global Advisors
Maine
$1.54M +$175K +2,050 +13%
FTS
239
Fifth Third Securities
Ohio
$1.52M +$242K +2,836 +19%
MAS
240
Madden Advisory Services
Florida
$1.51M – – –
RFC
241
Regions Financial Corp
Alabama
$1.5M -$126K -1,477 -8%
SWP
242
Stratos Wealth Partners
Ohio
$1.5M +$59.2K +694 +4%
WSCM
243
Wellington Shields Capital Management
New York
$1.49M +$45.9K +538 +3%
ICOA
244
Investment Centers of America
North Dakota
$1.44M -$1.43M -16,785 -50%
SNBOSCI
245
Security National Bank of Sioux City Iowa
Iowa
$1.42M – – –
FWM
246
FFT Wealth Management
Pennsylvania
$1.41M -$132K -1,552 -9%
CIA
247
Choate Investment Advisors
Massachusetts
$1.4M -$196K -2,295 -12%
WP
248
WealthSource Partners
California
$1.4M +$466K +5,460 +50%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$1.4M -$311K -3,643 -18%
MPM
250
Meritage Portfolio Management
Kansas
$1.39M +$441K +5,165 +46%
8 9
10
11 12