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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$237M
2
Wells Fargo
Wells Fargo
California
$631M
3
Federated Hermes
Federated Hermes
Pennsylvania
$33.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$137M
5
Northern Trust
Northern Trust
Illinois
$276M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
PC
Port Capital
Illinois
$0
3
HNB
Huntington National Bank
Ohio
$17.9M
4
AF
Ally Financial
Michigan
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AMCA
451
Arthur M. Cohen & Associates
Illinois
$929K +$5.71K +54 +0.6%
CWM
452
Calamos Wealth Management
Illinois
$922K – – –
OWA
453
Outlook Wealth Advisors
Texas
$913K -$280K -2,648 -23%
RIA
454
Regal Investment Advisors
Michigan
$912K +$64.5K +611 +8%
SWP
455
Strategic Wealth Partners
Ohio
$910K -$26.5K -251 -3%
CNB
456
Camden National Bank
Maine
$905K -$188K -1,782 -17%
EWM
457
Evermay Wealth Management
Virginia
$905K -$16.8K -159 -2%
AIP
458
ARS Investment Partners
New York
$899K – – –
AC
459
Alley Company
Illinois
$898K -$95.1K -900 -10%
CAL
460
Capital Advisors Ltd
Ohio
$894K -$1.11M -10,509 -55%
SBH
461
Segall Bryant & Hamill
Illinois
$894K -$46.5K -439 -5%
AF
462
Alerus Financial
North Dakota
$894K – – –
LFASL
463
Lugano Financial Advisors SA (LFA)
Switzerland
$894K +$894K +8,464 New
AWM
464
Avior Wealth Management
Nebraska
$891K +$1.37K +13 +0.2%
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$889K +$107K +1,013 +14%
IC
466
Intersect Capital
California
$880K +$78K +738 +10%
EWA
467
Exencial Wealth Advisors
Oklahoma
$876K +$23.5K +222 +3%
CWM
468
Cahaba Wealth Management
Georgia
$875K +$194K +1,838 +29%
Lido Advisors
469
Lido Advisors
California
$874K +$17.1K +162 +2%
RCA
470
Resonant Capital Advisors
Wisconsin
$874K +$874K +8,274 New
SIA
471
Starfire Investment Advisers
Michigan
$870K +$3.28K +31 +0.4%
ABC
472
Associated Banc-Corp
Wisconsin
$867K -$2.11K -20 -0.2%
BAM
473
Berkshire Asset Management
Pennsylvania
$864K -$932K -8,827 -52%
VCP
474
Verus Capital Partners
Arizona
$863K +$863K +8,168 New
Prudential Financial
475
Prudential Financial
New Jersey
$859K -$19.3K -183 -2%
17 18
19
20 21