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iShares Select Dividend ETF
DVY

Overview Fund Activity

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M

Top Buyers

1
BlackRock
BlackRock
New York
+$83.4M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$15.7M
3
CCM
Covington Capital Management
California
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$13.4M
5
CA
Cumberland Advisors
Florida
+$12.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$82.3M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$50M
3
Bank of America
Bank of America
North Carolina
-$46.5M
4
FIG
FundX Investment Group
California
-$44.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$1.54M -$361K -3,959 -19%
HB
252
Homrich & Berg
Georgia
$1.53M +$50.3K +552 +3%
NWP
253
Northstar Wealth Partners
Connecticut
$1.53M +$1.53M +16,861 New
SSWM
254
Sheets Smith Wealth Management
North Carolina
$1.53M -$10.7K -117 -0.7%
ATC
255
Argent Trust Co
Tennessee
$1.52M -$142K -1,554 -9%
FA
256
FMA Advisory
Pennsylvania
$1.51M +$1.51M +16,605 New
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$1.51M – – –
RFC
258
Regions Financial Corp
Alabama
$1.5M +$86.3K +947 +6%
OAM
259
Occidental Asset Management
California
$1.48M -$166K -1,820 -10%
FNT
260
First National Trust
Pennsylvania
$1.48M +$54K +593 +4%
PGA
261
Portland Global Advisors
Maine
$1.47M -$136K -1,495 -8%
OC
262
Oppenheimer & Co
New York
$1.47M -$125K -1,374 -8%
HPC
263
HM Payson & Co
Maine
$1.47M -$190K -2,084 -11%
WSCM
264
Wellington Shields Capital Management
New York
$1.46M -$146K -1,599 -9%
CAL
265
Capital Advisors Ltd
Ohio
$1.45M +$24.6K +270 +2%
IWM
266
Integrated Wealth Management
California
$1.45M +$58.9K +646 +4%
EFS
267
Essex Financial Services
Connecticut
$1.43M -$30.5K -335 -2%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$1.43M +$791K +8,688 +124%
SNBOSD
269
Security National Bank of So Dak
Iowa
$1.42M -$55.3K -607 -4%
SNBOSCI
270
Security National Bank of Sioux City Iowa
Iowa
$1.42M +$16.4K +180 +1%
DLHL
271
Donald L. Hagan LLC
Florida
$1.37M – – –
SSB
272
Sandy Spring Bank
Maryland
$1.37M -$37.4K -410 -3%
VFA
273
Voya Financial Advisors
Connecticut
$1.36M +$1.46K +16 +0.1%
FIG
274
FundX Investment Group
California
$1.35M -$44.7M -490,850 -97%
DC
275
Davenport & Co
Virginia
$1.34M -$35.4K -400 -3%
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