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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 %
GHA
301
GW Henssler & Associates
Georgia
$1.14M -$1.48M -16,289 -57%
SFS
302
Summit Financial Strategies
Ohio
$1.14M – – –
WPP
303
Whalerock Point Partners
Rhode Island
$1.13M +$83.1K +913 +8%
WP
304
WealthSource Partners
California
$1.12M -$52.9K -581 -5%
CT
305
Cambridge Trust
Massachusetts
$1.11M -$128K -1,406 -10%
AC
306
Abbrea Capital
California
$1.11M – – –
WPA
307
West Paces Advisors
Georgia
$1.1M – – –
PB
308
Pinnacle Bancorp
Nebraska
$1.1M +$1.1M +12,097 New
CCP
309
Corient Capital Partners
California
$1.1M -$311K -3,410 -22%
BAM
310
Berkshire Asset Management
Pennsylvania
$1.08M +$43.8K +481 +4%
B
311
Bailard
California
$1.08M – – –
PP
312
PagnatoKarp Partners
Virginia
$1.08M +$94.6K +1,038 +10%
SWA
313
Sutton Wealth Advisors
Florida
$1.07M +$47K +516 +5%
CA
314
Commerzbank Aktiengesellschaft
Germany
$1.07M +$63.3K +695 +6%
WB
315
WesBanco Bank
West Virginia
$1.06M -$39.2K -430 -4%
KA
316
Kovack Advisors
Florida
$1.05M +$280K +3,076 +36%
BFM
317
Boothbay Fund Management
New York
$1.04M +$1.04M +11,418 New
DCM
318
Donaldson Capital Management
Indiana
$1.04M -$66.6K -731 -6%
Brown Advisory
319
Brown Advisory
Maryland
$1.03M – – –
PMFA
320
Plante Moran Financial Advisors
Michigan
$1.03M -$239K -2,621 -19%
BHB
321
Bank Hapoalim BM
Israel
$1.03M -$2.46K -27 -0.2%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$1.26M -13,799 -55%
LPC
323
Loeb Partners Corp
New York
$1.02M – – –
FHA
324
First Horizon Advisors
Tennessee
$1.02M -$159K -1,750 -14%
OAM
325
Oppenheimer Asset Management
New York
$1.02M +$1.02M +11,153 New
11 12
13
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