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iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
Wells Fargo
California
$577M
3
SB
Suntrust Banks
Georgia
$254M
4
NLI
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
SVCP
Silicon Valley Capital Partners
California
$9.83M
3
ONB
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
Northern Trust
Illinois
$247M
5
OIM
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
326
Sheaff Brock Investment Advisors
Indiana
$1.04M -$23.6K -267 -2%
MA
327
Montag & Associates
Georgia
$1.03M – – –
WPP
328
Whalerock Point Partners
Rhode Island
$1.02M +$12.2K +138 +1%
BAM
329
Berkshire Asset Management
Pennsylvania
$1.01M +$438K +4,946 +77%
RW
330
Rand Wealth
Maryland
$1.01M +$24.3K +274 +2%
Brown Advisory
331
Brown Advisory
Maryland
$1M -$304K -3,430 -23%
EWA
332
Exencial Wealth Advisors
Oklahoma
$1M – – –
BHB
333
Bank Hapoalim BM
Israel
$1M +$254K +2,867 +34%
KBFS
334
Kohmann Bosshard Financial Services
Ohio
$1M +$1M +11,130 New
FTS
335
Fifth Third Securities
Ohio
$997K +$117K +1,317 +13%
SWA
336
Sutton Wealth Advisors
Florida
$995K – – –
LPC
337
Loeb Partners Corp
New York
$990K -$204K -2,300 -17%
FCBT
338
First Citizens Bank & Trust
North Carolina
$989K – – –
ADL
339
Asset Dedication LLC
California
$985K -$7.88K -89 -0.8%
CA
340
Commerzbank Aktiengesellschaft
Germany
$974K +$307K +3,462 +46%
GT
341
Glenview Trust
Kentucky
$965K +$965K +10,899 New
VCM
342
Versant Capital Management
Arizona
$964K +$15.2K +172 +2%
FPCM
343
Financial Partners Capital Management
New York
$956K -$88.6K -1,000 -8%
PP
344
PagnatoKarp Partners
Virginia
$955K +$955K +10,785 New
KAM
345
Keeley Asset Management
Illinois
$954K +$7.53K +85 +0.8%
EWM
346
Evermay Wealth Management
Virginia
$949K -$11K -124 -1%
PWLP
347
Prio Wealth Limited Partnership
Massachusetts
$948K -$31.9K -360 -3%
SCA
348
Salient Capital Advisors
Texas
$946K -$29.7K -335 -3%
TFCP
349
Twin Focus Capital Partners
Massachusetts
$943K +$279K +3,148 +42%
DADC
350
D.A. Davidson & Co
Montana
$932K -$43.4K -491 -4%
12 13
14
15 16