DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$56M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$29.2M
3
Morgan Stanley
Morgan Stanley
New York
+$27M
4
AIA
Arrow Investment Advisors
Maryland
+$23.7M
5
OIM
Opus Investment Management
Massachusetts
+$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$152M
2
LPL Financial
LPL Financial
California
-$78.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.3M
4
PIM
Parker Investment Management
California
-$20.6M
5
AIG
American International Group
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$286K +$70.1K +822 +32%
NPF
477
Norris Perne & French
Michigan
$285K -$164K -1,917 -36%
IAS
478
IMA Advisory Services
Colorado
$285K -$30.3K -355 -10%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$284K +$98.1K +1,150 +53%
PMAM
480
Picton Mahoney Asset Management
Ontario, Canada
$281K +$281K +3,300 New
BIG
481
Bellwether Investment Group
Tennessee
$280K +$280K +3,286 New
BTNA
482
Bremer Trust National Association
Minnesota
$278K – – –
SFI
483
SPC Financial Inc
Maryland
$277K – – –
BFPW
484
BOK Financial Private Wealth
Colorado
$277K +$277K +3,248 New
OSNBOA
485
Old Second National Bank of Aurora
Illinois
$276K – – –
ABC
486
Associated Banc-Corp
Wisconsin
$276K +$276K +3,240 New
SIG
487
Stanford Investment Group
California
$275K -$10.5K -123 -4%
BCM
488
BTR Capital Management
California
$272K – – –
SMC
489
Smith, Moore & Co
Missouri
$272K +$272K +3,190 New
SFSG
490
Stearns Financial Services Group
North Carolina
$269K +$1.54K +18 +0.6%
PPA
491
Parametric Portfolio Associates
Washington
$267K +$40.4K +473 +18%
MCM
492
Murphy Capital Management
New Jersey
$265K +$16.3K +191 +7%
KFC
493
Klingenstein Fields & Co
New York
$264K -$17K -200 -6%
SCA
494
STALEY CAPITAL ADVISERS
Pennsylvania
$264K – – –
GF
495
Gerstein Fisher
New York
$264K – – –
FNB
496
Farmers National Bank
Kentucky
$264K – – –
WTC
497
WhitTier Trust Company
Nevada
$264K – – –
TDC
498
Thompson Davis & Co
Virginia
$264K +$255K +2,991 +2,932%
LWA
499
Lebenthal Wealth Advisors
New York
$264K +$264K +3,092 New
LH
500
Lebenthal Holdings
New York
$264K +$264K +3,092 New
18 19
20
21 22