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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
+$56M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$29.2M
3
Morgan Stanley
Morgan Stanley
New York
+$27M
4
AIA
Arrow Investment Advisors
Maryland
+$23.7M
5
OIM
Opus Investment Management
Massachusetts
+$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$152M
2
LPL Financial
LPL Financial
California
-$78.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.3M
4
PIM
Parker Investment Management
California
-$20.6M
5
AIG
American International Group
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
301
Hochman Cole Investment Advisors
Illinois
$1.05M +$20.8K +244 +2%
PMG
302
ProVise Management Group
Florida
$1.05M -$1.08M -12,712 -51%
HFS
303
HL Financial Services
Kentucky
$1.05M +$26.7K +313 +3%
MA
304
Montag & Associates
Georgia
$1.05M -$21.3K -250 -2%
WB
305
WesBanco Bank
West Virginia
$1.03M -$51.1K -600 -5%
SHJ
306
Sharkey, Howes & Javer
Colorado
$1.03M – – –
FT
307
Fiduciary Trust
Massachusetts
$1.03M -$111K -1,300 -10%
IH
308
IFC Holdings
Florida
$1.02M +$390K +4,573 +62%
SBIA
309
Sheaff Brock Investment Advisors
Indiana
$1.02M +$19.8K +232 +2%
FPCM
310
Financial Partners Capital Management
New York
$1.01M +$50.3K +590 +5%
MBT
311
Montecito Bank & Trust
California
$999K – – –
B
312
Bailard
California
$980K – – –
PFS
313
Prospera Financial Services
Texas
$980K +$392K +4,593 +67%
RWA
314
River Wealth Advisors
Pennsylvania
$964K -$767 -9 -0.1%
SWA
315
Sutton Wealth Advisors
Florida
$946K +$68.9K +808 +8%
DK
316
Darrell & King
Virginia
$938K -$119K -1,398 -11%
GHA
317
GW Henssler & Associates
Georgia
$936K -$311K -3,653 -25%
SCA
318
Salient Capital Advisors
Texas
$924K -$169K -1,983 -15%
EWM
319
Evermay Wealth Management
Virginia
$924K -$2.98K -35 -0.3%
GC
320
Guggenheim Capital
Illinois
$920K +$411K +4,822 +81%
VCM
321
Versant Capital Management
Arizona
$914K +$7.5K +88 +0.8%
KAM
322
Keeley Asset Management
Illinois
$911K +$5.54K +65 +0.6%
I
323
IberiaBank
Louisiana
$903K +$14K +164 +2%
GLA
324
Great Lakes Advisors
Illinois
$895K -$187K -2,187 -17%
CPSAC
325
Chas P. Smith & Associates (CPS)
Florida
$895K -$92.7K -1,087 -9%
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