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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 %
CFA
401
Camarda Financial Advisors
Florida
$679K -$1.19M -13,070 -64%
MPI
402
Mairs & Power Inc
Minnesota
$677K – – –
WA
403
WealthTrust Axiom
Pennsylvania
$675K – – –
IWM
404
IHT Wealth Management
Illinois
$674K +$407K +4,483 +152%
LIC
405
Lodestar Investment Counsel
Illinois
$672K +$22.8K +250 +4%
MHS
406
M Holdings Securities
Oregon
$670K +$48.4K +531 +8%
TYCC
407
Texas Yale Capital Corp
Florida
$665K +$137K +1,500 +26%
LPIC
408
LeJeune Puetz Investment Counsel
Michigan
$658K -$10K -110 -2%
PMG
409
ProVise Management Group
Florida
$656K -$45.6K -500 -6%
CHC
410
City Holding Co
West Virginia
$650K – – –
Asset Management One
411
Asset Management One
Japan
$640K +$237K +2,605 +59%
ZIC
412
ZWJ Investment Counsel
Georgia
$632K +$632K +6,942 New
TD Asset Management
413
TD Asset Management
Ontario, Canada
$627K +$3.55K +39 +0.6%
AWM
414
AE Wealth Management
Kansas
$612K +$181K +1,988 +42%
OCM
415
Orleans Capital Management
Louisiana
$610K – – –
CAM
416
Carret Asset Management
New York
$606K +$26.3K +289 +5%
UR
417
USCA RIA
Texas
$604K -$58.6K -643 -9%
SBH
418
Segall Bryant & Hamill
Illinois
$598K +$9.47K +104 +2%
DJSG
419
D.J. St. Germain
Massachusetts
$590K +$4.1K +45 +0.7%
WS
420
Wedbush Securities
California
$585K -$85.7K -941 -13%
FIM
421
Fernwood Investment Management
Massachusetts
$582K +$60.3K +662 +12%
KCM
422
Kanawha Capital Management
Virginia
$579K +$729 +8 +0.1%
DY
423
Dowling & Yahnke
California
$570K – – –
NCM
424
Neumann Capital Management
California
$565K – – –
CCT
425
Country Club Trust
Missouri
$558K +$558K +6,130 New
15 16
17
18 19