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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 %
HSA
326
HBK Sorce Advisory
Pennsylvania
$891K +$43.1K +506 +5%
SCA
327
Stillwater Capital Advisors
Pennsylvania
$891K +$61.3K +719 +7%
RW
328
Rand Wealth
Maryland
$887K +$256 +3 +0%
BCFS
329
Butensky & Cohen Financial Security
Florida
$875K -$27.3K -320 -3%
MWM
330
Merriman Wealth Management
Washington
$866K +$866K +10,156 New
PBT
331
Pictet Bank & Trust
Bahamas
$861K – – –
CG
332
Colony Group
Massachusetts
$861K +$23.2K +272 +3%
MIP
333
Marietta Investment Partners
Wisconsin
$850K – – –
DG
334
Davidson & Garrard
Virginia
$843K -$58.3K -683 -6%
AF
335
Alerus Financial
North Dakota
$843K +$843K +9,883 New
TNB
336
Thomasville National Bank
Georgia
$832K -$8.36K -98 -1%
FNBT
337
FineMark National Bank & Trust
Florida
$824K +$29.8K +350 +4%
UR
338
USCA RIA
Texas
$819K – – –
CFG
339
Citizens Financial Group
Rhode Island
$818K -$53.3K -625 -6%
WIC
340
Woodmont Investment Counsel
Tennessee
$814K +$709K +8,310 +672%
FHC
341
Forest Hill Capital
Arkansas
$810K – – –
BSB
342
Bangor Savings Bank
Maine
$794K – – –
NRS
343
Neville Rodie & Shaw
New York
$793K -$6.65K -78 -0.8%
MCM
344
Millie Capital Management
California
$772K – – –
PWLP
345
Prio Wealth Limited Partnership
Massachusetts
$770K +$44.3K +520 +6%
MC
346
Moors & Cabot
Massachusetts
$770K +$84.8K +991 +12%
BHWM
347
Bar Harbor Wealth Management
New Hampshire
$769K +$15.2K +178 +2%
VA
348
Valmark Advisers
Ohio
$768K +$92.1K +1,080 +14%
T
349
Thomaspartners
Massachusetts
$760K -$15.2K -178 -2%
AIP
350
ARS Investment Partners
New York
$748K +$9.47K +111 +1%
12 13
14
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