DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$61.8M
2
LPL Financial
LPL Financial
California
+$57.8M
3
Wells Fargo
Wells Fargo
California
+$49.4M
4
SCM
Sterling Capital Management
North Carolina
+$40M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$22.2M

Top Sellers

1
GFG
Gray Financial Group
Georgia
-$54.2M
2
Goldman Sachs
Goldman Sachs
New York
-$13.4M
3
CC
Curian Capital
Colorado
-$13.1M
4
Northern Trust
Northern Trust
Illinois
-$11.2M
5
MPM
Meritage Portfolio Management
Kansas
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
276
Marietta Investment Partners
Wisconsin
$1.01M – – –
CAAS
277
Capital Asset Advisory Services
Michigan
$1.01M +$1.01M +13,421 New
FSA
278
Financial Sense Advisors
California
$1M +$1M +13,356 New
LIA
279
LS Investment Advisors
Michigan
$992K -$75.2K -1,000 -7%
Chevy Chase Trust
280
Chevy Chase Trust
Maryland
$987K -$48.8K -649 -5%
Calamos Advisors
281
Calamos Advisors
Illinois
$986K +$59.4K +791 +6%
ST
282
Smithfield Trust
Pennsylvania
$985K -$165K -2,200 -14%
SCA
283
Salient Capital Advisors
Texas
$976K +$7.59K +101 +0.8%
MA
284
Montag & Associates
Georgia
$971K +$5.64K +75 +0.6%
FNT
285
First National Trust
Pennsylvania
$970K +$39.2K +521 +4%
FFA
286
First Foundation Advisors
California
$969K +$323K +4,300 +50%
DK
287
Darrell & King
Virginia
$965K +$965K +12,844 New
NAM
288
Nichols Asset Management
Massachusetts
$964K – – –
SHJ
289
Sharkey, Howes & Javer
Colorado
$957K -$1.59M -21,112 -62%
CWM
290
Calamos Wealth Management
Illinois
$949K +$573K +7,622 +152%
CPSAC
291
Chas P. Smith & Associates (CPS)
Florida
$941K -$21.6K -287 -2%
SFS
292
Summit Financial Strategies
Ohio
$937K – – –
FNBT
293
FineMark National Bank & Trust
Florida
$921K +$137K +1,828 +18%
CM
294
Cornerstone Management
Georgia
$906K +$139K +1,843 +18%
HCIA
295
Hochman Cole Investment Advisors
Illinois
$905K +$905K +12,047 New
CFG
296
Citizens Financial Group
Rhode Island
$900K +$900K +11,220 New
PWAP
297
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$891K +$1.13K +15 +0.1%
MBT
298
Montecito Bank & Trust
California
$880K -$3.68K -49 -0.4%
AT
299
Acadia Trust
Maine
$876K +$876K +11,657 New
Bessemer Group
300
Bessemer Group
New Jersey
$870K +$206K +2,748 +31%
10 11
12
13 14