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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 %
BSWMG
276
Barrington Strategic Wealth Management Group
Illinois
$1.34M -$47.8K -525 -3%
RWA
277
River Wealth Advisors
Pennsylvania
$1.34M +$106K +1,159 +9%
SBL
278
Sargent Bickham Lagudis
Colorado
$1.34M – – –
CIA
279
Choate Investment Advisors
Massachusetts
$1.33M -$171K -1,877 -11%
PL
280
Plancorp LLC
Missouri
$1.32M – – –
CAAS
281
Capital Asset Advisory Services
Michigan
$1.32M -$150K -1,645 -10%
CA
282
CapWealth Advisors
Tennessee
$1.32M -$20.4K -224 -2%
SCG
283
Sonata Capital Group
Washington
$1.32M +$1.37K +15 +0.1%
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
$1.3M +$586K +6,432 +82%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$1.3M +$23.6K +259 +2%
TCT
286
TIAA CREF Trust
Missouri
$1.29M -$254K -2,787 -16%
PAA
287
Peregrine Asset Advisers
Oregon
$1.29M +$547 +6 +0%
PWAP
288
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.28M +$72.3K +794 +6%
FTS
289
Fifth Third Securities
Ohio
$1.27M +$246K +2,697 +24%
DWT
290
Dorsey & Whitney Trust
South Dakota
$1.26M – – –
WA
291
WFG Advisors
Texas
$1.26M -$2.46K -27 -0.2%
FHA
292
Flagship Harbor Advisors
Massachusetts
$1.25M -$2.08K -23 -0.2%
PFA
293
Pinnacle Family Advisors
Missouri
$1.24M -$731K -8,025 -37%
AF
294
Alerus Financial
North Dakota
$1.23M +$1.46K +16 +0.1%
CIC
295
Carnegie Investment Counsel
Ohio
$1.22M -$62.1K -678 -5%
IH
296
IFC Holdings
Florida
$1.2M +$47.4K +520 +4%
FNBT
297
FineMark National Bank & Trust
Florida
$1.18M +$381K +4,177 +47%
GEA
298
Glen Eagle Advisors
New Jersey
$1.18M -$21K -230 -2%
HFS
299
HL Financial Services
Kentucky
$1.16M +$69.1K +758 +6%
WB
300
Webster Bank
Connecticut
$1.15M -$16.7K -183 -1%
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