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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 %
SI
426
SII Investments
Wisconsin
$365K -$169K -2,234 -32%
FFC
427
First Financial Corp
Indiana
$362K -$1.8K -24 -0.5%
OWD
428
Osborn Williams & Donohoe
Ohio
$360K -$20.4K -272 -5%
CG
429
Caprock Group
Idaho
$355K +$13.7K +182 +4%
FHB
430
First Hawaiian Bank
Hawaii
$353K – – –
GCA
431
Greenwood Capital Associates
South Carolina
$351K +$22.7K +302 +7%
NPIT
432
National Penn Investors Trust
Pennsylvania
$350K – – –
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$342K -$75.4K -1,000 -18%
CCM
434
Catawba Capital Management
Virginia
$342K -$41.7K -555 -11%
DDC
435
Daniel Devine & Co
Florida
$339K -$11.3K -150 -3%
PSUF
436
People's United Financial
Connecticut
$337K +$7.51K +100 +2%
KA
437
Kovack Advisors
Florida
$334K +$29.3K +389 +10%
SIC
438
Sigma Investment Counselors
Michigan
$330K – – –
PG
439
Patten Group
Tennessee
$321K -$31.9K -425 -9%
CAM
440
Carret Asset Management
New York
$319K +$1.88K +25 +0.6%
IAMOG
441
Investors Asset Management of Georgia
Georgia
$312K -$225 -3 -0.1%
AWM
442
Affinity Wealth Management
Delaware
$311K – – –
BFA
443
Benedict Financial Advisors
Georgia
$306K -$19.8K -264 -6%
LC
444
Lourd Capital
California
$306K – – –
FA
445
FC Advisory
Pennsylvania
$300K +$1.8K +24 +0.6%
EIM
446
Emerson Investment Management
Massachusetts
$299K – – –
PAM
447
Peak Asset Management
Colorado
$298K -$18.4K -245 -6%
SFSG
448
Stearns Financial Services Group
North Carolina
$298K +$1.73K +23 +0.6%
PWW
449
Pettyjohn Wood & White
Virginia
$288K +$288K +3,834 New
PBO
450
Peoples Bank (Ohio)
Ohio
$287K +$287K +3,827 New
16 17
18
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