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iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$56M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$29.2M
3
Morgan Stanley
Morgan Stanley
New York
+$27M
4
AIA
Arrow Investment Advisors
Maryland
+$23.7M
5
OIM
Opus Investment Management
Massachusetts
+$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$152M
2
LPL Financial
LPL Financial
California
-$78.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.3M
4
PIM
Parker Investment Management
California
-$20.6M
5
AIG
American International Group
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
426
Northwest Investment Counselors
Oregon
$429K +$426 +5 +0.1%
JCM
427
Jag Capital Management
Missouri
$427K – – –
ST
428
Sentinel Trust
Texas
$423K – – –
CG
429
Caprock Group
Idaho
$419K +$38.2K +447 +10%
NFC
430
Northeast Financial Consultants
Connecticut
$418K – – –
OC
431
Oakworth Capital
Alabama
$409K -$5.22K -63 -1%
OWD
432
Osborn Williams & Donohoe
Ohio
$408K – – –
AAS
433
Annex Advisory Services
Wisconsin
$407K -$1.19K -14 -0.3%
Barclays
434
Barclays
United Kingdom
$407K +$160K +1,869 +64%
KP
435
Keel Point
Alabama
$405K +$170 +2 +0%
BFM
436
Boston Financial Management
Massachusetts
$405K +$405K +4,746 New
SYBT
437
Stock Yards Bank & Trust
Kentucky
$403K -$1.88K -22 -0.5%
SBH
438
Segall Bryant & Hamill
Illinois
$402K +$51.9K +609 +15%
SFWA
439
Summit Financial Wealth Advisors
Louisiana
$394K -$194K -2,271 -33%
Toronto Dominion Bank
440
Toronto Dominion Bank
Ontario, Canada
$389K – – –
BOS
441
Bingham Osborn & Scarborough
California
$385K -$42.7K -500 -10%
PSUF
442
People's United Financial
Connecticut
$383K – – –
AI
443
Atria Investments
North Carolina
$381K -$127K -1,497 -25%
LDB
444
Lee, Danner & Bass
Tennessee
$374K +$2.13K +25 +0.6%
Schroder Investment Management Group
445
Schroder Investment Management Group
United Kingdom
$370K -$82.3K -966 -18%
FA
446
FDx Advisors
Illinois
$366K -$69.4K -813 -16%
WSTAM
447
Wilbanks Smith & Thomas Asset Management
Virginia
$364K +$7.42K +87 +2%
CA
448
Cambridge Advisors
Nebraska
$363K – – –
CFP
449
Cornerstone Financial Partners
North Carolina
$358K +$358K +4,175 New
FC
450
FIC Capital
New York
$357K +$357K +4,188 New
16 17
18
19 20