DVY icon

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 %
SCCM
451
Schafer Cullen Capital Management
New York
$474K +$474K +5,350 New
JWM
452
Jacobus Wealth Management
Wisconsin
$473K – – –
BWM
453
BerganKDV Wealth Management
Minnesota
$448K +$55.6K +628 +14%
BAC
454
Boys Arnold & Co
North Carolina
$447K +$12.8K +144 +3%
MWM
455
Meridian Wealth Management
Kentucky
$446K +$446K +5,029 New
JCM
456
Jag Capital Management
Missouri
$443K – – –
Allianz Asset Management
457
Allianz Asset Management
Germany
$443K +$443K +5,000 New
NIC
458
Northwest Investment Counselors
Oregon
$442K +$7.09K +80 +2%
ST
459
Sentinel Trust
Texas
$440K – – –
BP
460
Ballentine Partners
Massachusetts
$440K +$161K +1,825 +58%
Chevy Chase Trust
461
Chevy Chase Trust
Maryland
$437K -$13.3K -150 -3%
WFG
462
Windsor Financial Group
Minnesota
$435K -$56.7K -640 -12%
DWM
463
Destination Wealth Management
California
$435K -$4.43K -50 -1%
VNA
464
Valley National Advisers
Pennsylvania
$435K – – –
TCM
465
Traynor Capital Management
Pennsylvania
$435K +$144K +1,612 +49%
WIC
466
Woodmont Investment Counsel
Tennessee
$434K -$368K -4,158 -46%
NFC
467
Northeast Financial Consultants
Connecticut
$434K – – –
GA
468
Geneva Advisors
Illinois
$433K +$88.2K +995 +26%
FWM
469
Focused Wealth Management
New York
$421K -$20.5K -231 -5%
AWM
470
AE Wealth Management
Kansas
$419K +$419K +4,729 New
EHPM
471
Emery Howard Portfolio Management
California
$416K -$18.1K -204 -4%
VIA
472
Vantage Investment Advisors
Pennsylvania
$412K +$532 +6 +0.1%
WSTAM
473
Wilbanks Smith & Thomas Asset Management
Virginia
$409K +$20.4K +230 +5%
CAM
474
Crestone Asset Management
Colorado
$409K +$409K +4,616 New
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$404K +$404K +4,565 New
17 18
19
20 21