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iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
Wells Fargo
California
$577M
3
SB
Suntrust Banks
Georgia
$254M
4
NLI
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
Arrow Investment Advisors
Maryland
$0
2
SVCP
Silicon Valley Capital Partners
California
$9.83M
3
ONB
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
Northern Trust
Illinois
$247M
5
OIM
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
426
Segall Bryant & Hamill
Illinois
$572K +$154K +1,745 +37%
DJSG
427
D.J. St. Germain
Massachusetts
$569K -$44.3K -500 -7%
CAM
428
Carret Asset Management
New York
$563K +$5.84K +66 +1%
KCM
429
Kanawha Capital Management
Virginia
$562K -$64.9K -733 -10%
DY
430
Dowling & Yahnke
California
$554K – – –
NCM
431
Neumann Capital Management
California
$549K – – –
WA
432
WBH Advisory
Maryland
$547K +$43.6K +493 +9%
BCA
433
Bray Capital Advisors
Florida
$543K -$4.26K -48 -0.8%
OC
434
Oakworth Capital
Alabama
$541K +$91K +1,043 +20%
IF
435
Ironwood Financial
Arizona
$536K -$1.42K -16 -0.3%
TSWM
436
Triangle Securities Wealth Management
North Carolina
$534K – – –
FHB
437
First Hawaiian Bank
Hawaii
$534K +$23.4K +264 +5%
FC
438
FIC Capital
New York
$533K +$24.3K +275 +5%
CPIG
439
Chicago Partners Investment Group
Illinois
$531K – – –
VIP
440
Vantage Investment Partners
Missouri
$523K – – –
PWSG
441
Pacific Wealth Strategies Group
California
$521K +$521K +5,877 New
TYCC
442
Texas Yale Capital Corp
Florida
$513K – – –
WPC
443
White Pine Capital
Minnesota
$511K – – –
FIM
444
Fernwood Investment Management
Massachusetts
$507K +$507K +5,724 New
BTIS
445
BB&T Investment Services
North Carolina
$504K +$504K +5,693 New
CTA
446
Colonial Trust Advisors
South Carolina
$496K +$30.8K +348 +7%
LNC
447
Lincoln National Corp
Pennsylvania
$496K +$114K +1,284 +30%
SCP
448
Seizert Capital Partners
Michigan
$495K – – –
FEG
449
Financial Enhancement Group
Indiana
$489K +$7.53K +85 +2%
SIC
450
Sigma Investment Counselors
Michigan
$488K -$13.6K -153 -3%
16 17
18
19 20