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iShares Select Dividend ETF
DVY

Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
276
Psagot Value Holdings
Israel
$1.46M -$1.2M -12,307 -45%
FCI
277
Financial Counselors Inc
Kansas
$1.45M +$136K +1,389 +10%
LPT
278
Legacy Private Trust
Wisconsin
$1.45M -$24.4K -250 -2%
RWA
279
River Wealth Advisors
Pennsylvania
$1.44M +$12.9K +132 +0.9%
VCA
280
Verdence Capital Advisors
Maryland
$1.43M -$27.4K -280 -2%
SC
281
SouthState Corp
Florida
$1.42M -$7.33K -75 -0.5%
OC
282
Oppenheimer & Co
New York
$1.39M -$11.3K -116 -0.8%
LPC
283
Loeb Partners Corp
New York
$1.39M +$1.39M +14,175 New
SNBOSCI
284
Security National Bank of Sioux City Iowa
Iowa
$1.38M +$24.4K +250 +2%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$1.38M -$16.3K -167 -1%
SWM
286
SeaCrest Wealth Management
New York
$1.38M -$14.4K -147 -1%
DWT
287
Dorsey & Whitney Trust
South Dakota
$1.35M – – –
GAM
288
Gould Asset Management
California
$1.34M -$67K -685 -5%
HB
289
Homrich & Berg
Georgia
$1.34M -$2.93M -29,945 -69%
AWM
290
AE Wealth Management
Kansas
$1.33M -$116K -1,185 -8%
FCBT
291
First Citizens Bank & Trust
North Carolina
$1.33M – – –
ADL
292
Asset Dedication LLC
California
$1.33M +$247K +2,527 +23%
PL
293
Plancorp LLC
Missouri
$1.33M – – –
I
294
IberiaBank
Louisiana
$1.32M -$806K -8,245 -38%
BCM
295
Breiter Capital Management
Florida
$1.31M -$48.9K -500 -4%
CWM
296
Cornerstone Wealth Management
Missouri
$1.3M +$1.3M +127,292 New
KBFS
297
Kohmann Bosshard Financial Services
Ohio
$1.3M -$17.5K -179 -1%
WF
298
WoodTrust Financial
Wisconsin
$1.3M +$2.93K +30 +0.2%
APP
299
Avantax Planning Partners
Iowa
$1.29M -$149K -1,522 -10%
TD Asset Management
300
TD Asset Management
Ontario, Canada
$1.29M +$5.47K +56 +0.4%
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