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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 %
IAA
376
Independent Advisor Alliance
North Carolina
$785K +$785K +8,653 New
SIA
377
Starfire Investment Advisers
Michigan
$776K +$1.19K +13 +0.2%
PP
378
Patten & Patten
Tennessee
$776K -$11.4K -125 -1%
AIP
379
ARS Investment Partners
New York
$776K – – –
WJA
380
Williams Jones & Associates
New York
$774K -$18.2K -200 -2%
PCA
381
Peddock Capital Advisors
Massachusetts
$774K – – –
MC
382
Moors & Cabot
Massachusetts
$768K +$90.3K +997 +13%
CB
383
Chemical Bank
Michigan
$764K +$18.1K +199 +2%
SGAM
384
Steinberg Global Asset Management
Florida
$761K -$91.1K -1,000 -11%
NAMP
385
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$761K – – –
T
386
Thomaspartners
Massachusetts
$752K -$15.1K -166 -2%
HCP
387
Holt Capital Partners
Texas
$741K – – –
MWM
388
Meridian Wealth Management
Kentucky
$729K +$271K +2,968 +59%
CCM
389
Coldstream Capital Management
Washington
$726K -$546 -6 -0.1%
FTIOP
390
Fiduciary Trust International of Pennsylvania
Pennsylvania
$726K – – –
GS
391
Girard Securities
California
$721K +$345K +3,786 +92%
FA
392
FDx Advisors
Illinois
$710K -$551K -6,051 -44%
GLA
393
Great Lakes Advisors
Illinois
$702K +$42.5K +467 +6%
NG
394
Northstar Group
New York
$699K – – –
BW
395
Bison Wealth
Georgia
$698K -$19.7K -216 -3%
FA
396
Fagan Associates
New York
$692K -$11.1K -122 -2%
CG
397
Colony Group
Massachusetts
$690K -$49.2K -540 -7%
HWA
398
HCR Wealth Advisors
California
$689K -$11.3K -124 -2%
Lido Advisors
399
Lido Advisors
California
$688K +$92 +1 +0%
AMCA
400
Arthur M. Cohen & Associates
Illinois
$686K +$282K +3,100 +70%
14 15
16
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