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iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$503M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$397M
3
Morgan Stanley
Morgan Stanley
New York
$357M
4
AIA
Arrow Investment Advisors
Maryland
$23.7M
5
OIM
Opus Investment Management
Massachusetts
$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$74.1M
2
LPL Financial
LPL Financial
California
$90.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.6M
4
PIM
Parker Investment Management
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
276
Capital Asset Advisory Services
Michigan
$1.22M +$6.65K +78 +0.5%
SNBOSD
277
Security National Bank of So Dak
Iowa
$1.22M +$75.1K +881 +7%
NCM
278
Narwhal Capital Management
Georgia
$1.21M +$292K +3,430 +32%
SIC
279
Salem Investment Counselors
North Carolina
$1.2M – – –
FWCM
280
Ferguson Wellman Capital Management
Oregon
$1.2M -$2.34M -27,460 -66%
CIC
281
Carnegie Investment Counsel
Ohio
$1.19M +$194K +2,244 +19%
DWT
282
Dorsey & Whitney Trust
South Dakota
$1.18M – – –
SI
283
SII Investments
Wisconsin
$1.17M +$557K +6,517 +91%
EDRS
284
Edmond de Rothschild (Suisse)
Switzerland
$1.16M -$835K -9,799 -42%
LPC
285
Loeb Partners Corp
New York
$1.15M – – –
AWM
286
Avior Wealth Management
Nebraska
$1.14M -$252K -2,952 -18%
PWAP
287
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.13M +$87.6K +1,027 +8%
PMFA
288
Plante Moran Financial Advisors
Michigan
$1.12M -$102K -1,200 -8%
11A
289
10-15 Associates
New York
$1.12M +$753K +8,824 +207%
BRF
290
B. Riley Financial
California
$1.1M -$85.3K -1,000 -7%
FFA
291
First Foundation Advisors
California
$1.1M +$1.45K +17 +0.1%
FHA
292
First Horizon Advisors
Tennessee
$1.08M -$116K -1,357 -10%
FCBT
293
First Citizens Bank & Trust
North Carolina
$1.07M – – –
DCM
294
Donaldson Capital Management
Indiana
$1.07M -$64.3K -754 -6%
SFS
295
Summit Financial Strategies
Ohio
$1.06M – – –
WA
296
WFG Advisors
Texas
$1.06M -$591K -6,929 -36%
CM
297
Cornerstone Management
Georgia
$1.06M -$3.67K -43 -0.3%
ACP
298
Arcus Capital Partners
Georgia
$1.06M +$1.06M +12,394 New
EWA
299
Exencial Wealth Advisors
Oklahoma
$1.06M – – –
WB
300
Webster Bank
Connecticut
$1.06M +$298K +3,489 +39%
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