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iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$61.8M
2
LPL Financial
LPL Financial
California
+$57.8M
3
Wells Fargo
Wells Fargo
California
+$49.4M
4
SCM
Sterling Capital Management
North Carolina
+$40M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$22.2M

Top Sellers

1
GFG
Gray Financial Group
Georgia
-$54.2M
2
Goldman Sachs
Goldman Sachs
New York
-$13.4M
3
CC
Curian Capital
Colorado
-$13.1M
4
Northern Trust
Northern Trust
Illinois
-$11.2M
5
MPM
Meritage Portfolio Management
Kansas
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
326
Focused Wealth Management
New York
$717K -$4.43K -59 -0.6%
EWM
327
Evermay Wealth Management
Virginia
$714K -$110K -1,469 -13%
FHC
328
Forest Hill Capital
Arkansas
$714K – – –
MC
329
Moors & Cabot
Massachusetts
$712K +$68.4K +906 +11%
CG
330
Colony Group
Massachusetts
$705K +$2.03K +27 +0.3%
NRS
331
Neville Rodie & Shaw
New York
$705K +$7.9K +105 +1%
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$704K +$704K +9,294 New
CIC
333
Carnegie Investment Counsel
Ohio
$702K -$45.3K -608 -6%
WA
334
Winfield Associates
Ohio
$690K +$2.41K +32 +0.3%
NCM
335
Narwhal Capital Management
Georgia
$685K – – –
BOS
336
Bingham Osborn & Scarborough
California
$683K -$121K -1,605 -15%
PP
337
Patten & Patten
Tennessee
$682K -$18.8K -250 -3%
MCM
338
Millie Capital Management
California
$680K +$158K +2,100 +30%
TNB
339
Thomasville National Bank
Georgia
$677K +$677K +9,015 New
WB
340
Webster Bank
Connecticut
$665K +$409K +5,443 +160%
VKH
341
Virtu KCG Holdings
New York
$663K +$663K +8,818 New
AIP
342
ARS Investment Partners
New York
$660K -$90.2K -1,200 -12%
PCA
343
Peddock Capital Advisors
Massachusetts
$656K -$74.9K -996 -10%
VFA
344
Voya Financial Advisors
Connecticut
$656K -$303 -4 -0%
GC
345
Garde Capital
Washington
$654K +$654K +8,702 New
RIA
346
Regal Investment Advisors
Michigan
$653K +$450 +6 +0.1%
DW
347
Domani Wealth
Pennsylvania
$652K +$652K +8,676 New
EC
348
Estate Counselors
Wisconsin
$648K +$255K +3,400 +65%
KP
349
Keel Point
Alabama
$638K -$50.6K -674 -7%
FWP
350
FAS Wealth Partners
Kansas
$637K -$43.6K -580 -6%
12 13
14
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