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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 %
NIC
401
Northwest Investment Counselors
Oregon
$421K -$212K -2,820 -33%
CTC
402
Central Trust Company
Missouri
$420K -$1.05K -14 -0.2%
VIA
403
Vantage Investment Advisors
Pennsylvania
$420K +$2.71K +36 +0.6%
BCA
404
Bray Capital Advisors
Florida
$418K -$15.4K -205 -4%
KC
405
Kingfisher Capital
North Carolina
$415K -$37.8K -503 -8%
NPF
406
Norris Perne & French
Michigan
$410K -$22.1K -294 -5%
BPC
407
Banque Pictet & Cie
Switzerland
$410K – – –
AAS
408
Annex Advisory Services
Wisconsin
$409K +$37.7K +501 +10%
SFG
409
StrategIQ Financial Group
Indiana
$409K +$409K +5,437 New
PFA
410
Paradigm Financial Advisors
Missouri
$405K -$37.3K -497 -8%
WFG
411
Windsor Financial Group
Minnesota
$405K – – –
JWM
412
Jacobus Wealth Management
Wisconsin
$401K – – –
KFP
413
Keystone Financial Planning
Ohio
$400K – – –
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$400K +$63.7K +846 +19%
Schroder Investment Management Group
415
Schroder Investment Management Group
United Kingdom
$399K – – –
VFS
416
VSR Financial Services
Kansas
$399K +$191K +2,549 +92%
GLA
417
Great Lakes Advisors
Illinois
$396K -$70.2K -935 -15%
FEG
418
Financial Enhancement Group
Indiana
$389K +$116K +1,546 +43%
PBT
419
Pictet Bank & Trust
Bahamas
$386K – – –
SYBT
420
Stock Yards Bank & Trust
Kentucky
$383K +$20.9K +277 +6%
JCM
421
Jag Capital Management
Missouri
$376K – – –
EHPM
422
Emery Howard Portfolio Management
California
$376K +$3.38K +45 +0.9%
PNAA
423
Pictet North America Advisors
Switzerland
$376K +$376K +5,000 New
ST
424
Sentinel Trust
Texas
$373K – – –
NFC
425
Northeast Financial Consultants
Connecticut
$368K – – –
15 16
17
18 19