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iShares Select Dividend ETF
DVY

Overview Fund Activity

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$72.9M
2
FIG
FundX Investment Group
California
+$41.7M
3
GFG
Gray Financial Group
Georgia
+$36.7M
4
Morgan Stanley
Morgan Stanley
New York
+$34.6M
5
SF
Synovus Financial
Georgia
+$20.5M

Top Sellers

1
MHI
Miller Howard Investments
New York
-$77.9M
2
SCM
Sterling Capital Management
North Carolina
-$43.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.4M
4
BTS
BB&T Securities
Virginia
-$42.7M
5
Goldman Sachs
Goldman Sachs
New York
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
251
Vantage Investment Partners
Missouri
$1.27M -$1.35M -16,537 -52%
VFS
252
VSR Financial Services
Kansas
$1.26M +$824K +10,089 +190%
WHI
253
William Harris Investors
Illinois
$1.26M – – –
SCG
254
Sonata Capital Group
Washington
$1.25M – – –
VNA
255
Valley National Advisers
Pennsylvania
$1.24M – – –
SCM
256
Summit Capital Management
Washington
$1.24M -$448K -5,487 -27%
FTS
257
Fifth Third Securities
Ohio
$1.22M +$1.22M +14,947 New
FMBTD
258
First Midwest Bank Trust Division
Illinois
$1.22M +$84.1K +1,030 +7%
GHA
259
GW Henssler & Associates
Georgia
$1.2M -$1.98M -24,301 -62%
CT
260
Cambridge Trust
Massachusetts
$1.18M -$106K -1,300 -8%
PAA
261
Peregrine Asset Advisers
Oregon
$1.18M +$2.04K +25 +0.2%
PMFA
262
Plante Moran Financial Advisors
Michigan
$1.17M – – –
LIA
263
LS Investment Advisors
Michigan
$1.17M +$90.8K +1,111 +8%
CAAS
264
Capital Asset Advisory Services
Michigan
$1.16M +$66.1K +810 +6%
SSB
265
Sandy Spring Bank
Maryland
$1.16M +$40.8K +500 +4%
SIC
266
Salem Investment Counselors
North Carolina
$1.15M – – –
FHA
267
First Horizon Advisors
Tennessee
$1.14M -$83.1K -1,018 -7%
BRF
268
B. Riley Financial
California
$1.14M -$49.5K -606 -4%
DWT
269
Dorsey & Whitney Trust
South Dakota
$1.13M – – –
PIA
270
Peachtree Investment Advisors
Georgia
$1.13M – – –
TCT
271
TIAA CREF Trust
Missouri
$1.12M +$224K +2,738 +25%
Lido Advisors
272
Lido Advisors
California
$1.12M +$1.12M +13,742 New
DC
273
Davenport & Co
Virginia
$1.11M +$258K +3,159 +30%
LPC
274
Loeb Partners Corp
New York
$1.1M – – –
SNBOSD
275
Security National Bank of So Dak
Iowa
$1.1M -$657K -8,049 -37%
9 10
11
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