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iShares Select Dividend ETF
DVY

Overview Fund Activity

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M

Top Buyers

1
BTS
BB&T Securities
Virginia
$23.4M
2
ACM
Aviance Capital Management
Florida
$18.9M
3
IC
Iconiq Capital
California
$14.8M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$23.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$11.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.6M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Comerica Bank
Comerica Bank
Texas
$24.1M
5
LPL Financial
LPL Financial
California
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFU
476
Stonehage Fleming (UK)
United Kingdom
$189K – – –
Parallax Volatility Advisers
477
Parallax Volatility Advisers
California
$188K +$125K +1,724 +199%
KPCM
478
Kings Point Capital Management
New York
$183K +$51.6K +710 +39%
GC
479
Guggenheim Capital
Illinois
$179K +$179K +2,459 New
SA
480
SRH Advisors
Kansas
$173K – – –
MFBTD
481
MB Financial Bank - Trust Department
Illinois
$167K – – –
SNT
482
Security National Trust
West Virginia
$164K – – –
JFA
483
JNBA Financial Advisors
Minnesota
$160K – – –
BAM
484
Barrett Asset Management
New York
$155K – – –
WEC
485
Winslow Evans & Crocker
Massachusetts
$147K -$14.5K -200 -9%
MWP
486
MYCIO Wealth Partners
Pennsylvania
$147K +$730 +10 +0.5%
WRM
487
Westport Resources Management
Connecticut
$144K – – –
APSP
488
Asset Planning Services (Pennsylvania)
Pennsylvania
$144K +$120K +1,645 +495%
ATC
489
Adirondack Trust Company
New York
$133K – – –
CB
490
Community Bank
New York
$131K -$3.63K -50 -3%
MA
491
MCF Advisors
Kentucky
$128K -$10.9K -150 -8%
DBT
492
Dubuque Bank & Trust
Iowa
$123K -$646K -8,876 -84%
AWM
493
AllSquare Wealth Management
New York
$121K – – –
BAM
494
Bruderman Asset Management
New York
$115K -$1.1K -15 -0.9%
SEI Investments
495
SEI Investments
Pennsylvania
$115K +$15.5K +214 +16%
PR
496
Payden & Rygel
California
$109K – – –
GI
497
Gradient Investments
Minnesota
$107K -$9.14K -125 -8%
IFA
498
Interactive Financial Advisors
Illinois
$105K – – –
AP
499
Atwood & Palmer
Missouri
$97K – – –
VCM
500
Vigilant Capital Management
Maine
$95K – – –
18 19
20
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