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iShares Select Dividend ETF
DVY

Overview Fund Activity

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$496M
2
M&T Bank
2
M&T Bank
New York
$24.6M
3
MHI
3
Miller Howard Investments
New York
$29.1M
4
Northern Trust
4
Northern Trust
Illinois
$204M
5
CL
5
CPWM LLC
Washington
$12M

Top Sellers

1
NLI
1
Nippon Life Insurance
Japan
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$394M
4
Bank of America
4
Bank of America
North Carolina
$619M
5
Truist Financial
5
Truist Financial
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
26
Trustmark National Bank Trust Department
Mississippi
$28.2M +$2.3M +31,302 +9%
Comerica Bank
27
Comerica Bank
Texas
$26.4M -$5.36M -68,878 -17%
KWM
28
Keebeck Wealth Management
Illinois
$24.9M -$201K -2,736 -0.8%
Federated Hermes
29
Federated Hermes
Pennsylvania
$24.8M +$1.5M +20,352 +6%
M&T Bank
30
M&T Bank
New York
$24.6M +$24.6M +334,978 New
BF
31
BOK Financial
Oklahoma
$24.6M -$1.27M -17,210 -5%
GT
32
Glenmede Trust
Pennsylvania
$24.4M – – –
FMLI
33
Fukoku Mutual Life Insurance
Japan
$24.1M – – –
PAG
34
Private Advisor Group
New Jersey
$24.1M -$1.11M -15,136 -4%
CB
35
Commerce Bank
Missouri
$23.4M -$1M -13,655 -4%
Mariner
36
Mariner
Kansas
$21.7M +$2.92M +39,649 +16%
Creative Planning
37
Creative Planning
Kansas
$20.8M +$8M +108,815 +63%
ANTB
38
AMG National Trust Bank
Colorado
$20.4M +$851K +11,570 +4%
SF
39
Synovus Financial
Georgia
$20.1M +$3.29M +44,770 +20%
Stifel Financial
40
Stifel Financial
Missouri
$19.9M -$3.92M -53,356 -16%
GW
41
GW & Wade
Massachusetts
$19.7M -$1.37M -18,585 -6%
CIA
42
Capital Investment Advisors
Georgia
$19.5M -$870K -11,828 -4%
FAT
43
First American Trust
California
$16.4M +$915K +12,441 +6%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$16M +$722K +9,822 +5%
MGIA
45
Moneta Group Investment Advisors
Missouri
$15.7M -$1.33M -18,120 -8%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$15.3M -$3.24M -44,119 -17%
HighTower Advisors
47
HighTower Advisors
Illinois
$15.2M -$1.35M -18,328 -8%
LIA
48
LBMC Investment Advisors
Tennessee
$15M +$313K +4,255 +2%
FNBTCON
49
First National Bank & Trust Co of Newtown
Pennsylvania
$14.5M +$490K +6,665 +3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$14.4M +$4.4M +61,875 +44%
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