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iShares Select Dividend ETF
DVY

Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$2.05M – – –
SC
227
Stratford Consulting
Texas
$2.04M – – –
CCG
228
Chatham Capital Group
Georgia
$2.04M – – –
ATC
229
Argent Trust Co
Tennessee
$2.02M +$303K +3,100 +18%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$2.01M -$207K -2,121 -9%
KL
231
KWMG LLC
Kansas
$2.01M -$6.55M -66,971 -76%
SFM
232
Signet Financial Management
New Jersey
$1.96M -$162K -1,655 -8%
CAGAS
233
Capital Advisory Group Advisory Services
Minnesota
$1.96M -$24.5K -250 -1%
SBWM
234
Sunflower Bank Wealth Management
Arizona
$1.92M -$40.5K -414 -2%
MIAN
235
Mariner Independent Advisor Network
Kansas
$1.89M -$4.65M -47,638 -71%
State Street
236
State Street
Massachusetts
$1.88M -$252K -2,582 -12%
IFWM
237
Institute for Wealth Management
Colorado
$1.88M -$196 -2 -0%
HCM
238
Hollencrest Capital Management
California
$1.86M -$124K -1,268 -6%
TF
239
TIAA FSB
Florida
$1.86M -$175K -1,793 -9%
CA
240
Clearstead Advisors
Ohio
$1.85M -$49.4K -505 -3%
DC
241
Davenport & Co
Virginia
$1.84M +$61.5K +629 +3%
Jane Street
242
Jane Street
New York
$1.84M +$877K +8,977 +91%
NCM
243
Narwhal Capital Management
Georgia
$1.83M – – –
PWAP
244
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.82M +$75.7K +775 +4%
FSA
245
Franklin Street Advisors
North Carolina
$1.8M -$4.89K -50 -0.3%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$1.79M -$189K -1,937 -10%
EWF
247
Epstein & White Financial
California
$1.78M -$1.44M -14,751 -45%
PFA
248
Pinnacle Family Advisors
Missouri
$1.71M +$144K +1,471 +9%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.7M +$7.82K +80 +0.5%
GC
250
Grace Capital
Massachusetts
$1.68M +$1.68M +17,201 New
8 9
10
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