DVY icon

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 %
ADL
326
Asset Dedication LLC
California
$1.01M -$91 -1 -0%
KBFS
327
Kohmann Bosshard Financial Services
Ohio
$1.01M – – –
BRF
328
B. Riley Financial
California
$1.01M -$110K -1,207 -10%
VCM
329
Versant Capital Management
Arizona
$999K +$7.56K +83 +0.8%
CTC
330
Central Trust Company
Missouri
$993K +$210K +2,306 +27%
GT
331
Glenview Trust
Kentucky
$991K -$2.28K -25 -0.2%
BAM
332
Brave Asset Management
New Jersey
$984K -$116K -1,274 -11%
FPCM
333
Financial Partners Capital Management
New York
$983K – – –
KTA
334
Keeley-Teton Advisors
Illinois
$981K +$981K +10,772 New
RW
335
Rand Wealth
Maryland
$980K -$55.6K -610 -5%
EWM
336
Evermay Wealth Management
Virginia
$976K +$455 +5 +0%
MBT
337
Montecito Bank & Trust
California
$975K +$45.5K +500 +5%
SCA
338
Salient Capital Advisors
Texas
$973K +$91 +1 +0%
FCBT
339
First Citizens Bank & Trust
North Carolina
$970K -$47.4K -520 -5%
TFCP
340
Twin Focus Capital Partners
Massachusetts
$970K – – –
Capital Fund Management (CFM)
341
Capital Fund Management (CFM)
France
$970K +$970K +10,648 New
EWA
342
Exencial Wealth Advisors
Oklahoma
$968K -$61.6K -677 -6%
PPA
343
Parametric Portfolio Associates
Washington
$965K +$67.4K +740 +8%
PBT
344
Pictet Bank & Trust
Bahamas
$947K – – –
SSG
345
Summit Securities Group
New York
$947K +$947K +10,400 New
SCA
346
Stillwater Capital Advisors
Pennsylvania
$920K – – –
RA
347
RFG Advisory
Alabama
$908K -$613K -6,755 -40%
MIP
348
Marietta Investment Partners
Wisconsin
$905K – – –
PWLP
349
Prio Wealth Limited Partnership
Massachusetts
$900K -$75.6K -830 -8%
AWM
350
Avior Wealth Management
Nebraska
$898K -$54.8K -601 -6%
12 13
14
15 16