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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
$77.9M
2
LPL Financial
LPL Financial
California
$137M
3
Wells Fargo
Wells Fargo
California
$405M
4
SCM
Sterling Capital Management
North Carolina
$43.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$34M

Top Sellers

1
GFG
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
Goldman Sachs
New York
$68M
3
CC
Curian Capital
Colorado
$4.62M
4
Northern Trust
Northern Trust
Illinois
$212M
5
MPM
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Chemical Bank
Michigan
$499K -$54K -719 -10%
CHC
377
City Holding Co
West Virginia
$495K +$3.76K +50 +0.8%
IH
378
IFC Holdings
Florida
$492K +$111K +1,469 +29%
NFG
379
Next Financial Group
Texas
$490K +$85.6K +1,139 +21%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$489K -$5.18K -69 -1%
FB
381
Fulton Bank
Pennsylvania
$483K – – –
DADC
382
D.A. Davidson & Co
Montana
$478K +$2.85K +38 +0.6%
HCP
383
Holt Capital Partners
Texas
$475K -$68.8K -915 -13%
SIA
384
Starfire Investment Advisers
Michigan
$472K -$15K -200 -3%
DP
385
Dearborn Partners
Illinois
$472K +$472K +6,284 New
DY
386
Dowling & Yahnke
California
$470K – – –
LIM
387
Leavell Investment Management
Alabama
$468K – – –
NCM
388
Neumann Capital Management
California
$466K – – –
TFA
389
Transamerica Financial Advisors
Florida
$463K -$56K -745 -11%
IWM
390
Integrated Wealth Management
California
$462K +$78.3K +1,042 +20%
KCM
391
Kanawha Capital Management
Virginia
$456K -$6.85K -91 -1%
CCM
392
Covington Capital Management
California
$455K -$15K -200 -3%
DWM
393
Destination Wealth Management
California
$453K -$52.7K -701 -10%
WSC
394
Wellington Shields & Co
New York
$451K +$451K +6,000 New
WS
395
Wedbush Securities
California
$441K -$8.41K -112 -2%
MBT
396
Monroe Bank & Trust
Michigan
$439K -$5.27K -70 -1%
TYCC
397
Texas Yale Capital Corp
Florida
$435K – – –
WPC
398
White Pine Capital
Minnesota
$434K – – –
CTA
399
Colonial Trust Advisors
South Carolina
$430K +$37.9K +505 +10%
TAM
400
Tocqueville Asset Management
New York
$425K +$425K +5,655 New
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