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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$563M
2
BlackRock
BlackRock
New York
$148M
3
Morgan Stanley
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
251
Hollencrest Capital Management
California
$1.93M -$51.9K -526 -3%
BC
252
Brinker Capital
Pennsylvania
$1.92M -$37.8K -383 -2%
KA
253
Kovack Advisors
Florida
$1.9M +$490K +4,975 +35%
DC
254
Davenport & Co
Virginia
$1.89M +$66.8K +678 +4%
AWM
255
AE Wealth Management
Kansas
$1.88M +$1.03M +10,421 +120%
FSA
256
Franklin Street Advisors
North Carolina
$1.87M – – –
SBSB
257
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.81M -$32.5K -330 -2%
NCM
258
Narwhal Capital Management
Georgia
$1.81M -$25K -254 -1%
RFC
259
Regions Financial Corp
Alabama
$1.79M – – –
SC
260
SouthState Corp
Florida
$1.77M -$16.3K -165 -0.9%
FWM
261
FFT Wealth Management
Pennsylvania
$1.77M +$52K +528 +3%
PWAP
262
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.71M +$112K +1,133 +7%
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.7M -$15.3K -155 -0.9%
AC
264
Alley Company
Illinois
$1.69M -$356K -3,617 -17%
LNC
265
Lincoln National Corp
Pennsylvania
$1.69M +$718K +7,290 +74%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$1.68M +$35.5K +360 +2%
CL
267
CPWM LLC
Washington
$1.67M -$92.8K -941 -5%
MFW
268
Mosaic Family Wealth
Missouri
$1.66M -$65K -660 -4%
LIA
269
LS Investment Advisors
Michigan
$1.64M – – –
ATC
270
Argent Trust Co
Tennessee
$1.64M – – –
MAS
271
Madden Advisory Services
Florida
$1.63M -$74.3K -754 -4%
PFT
272
Providence First Trust
Arizona
$1.63M – – –
GAM
273
Gould Asset Management
California
$1.62M -$46.8K -475 -3%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$1.62M +$1.62M +16,389 New
CWS
275
Cypress Wealth Services
California
$1.61M +$1.61M +16,289 New
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