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iShares Select Dividend ETF
DVY

Overview Fund Activity

719 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 increasing their positions, 284 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+16
Holders Change %
+2.28%
% of All Funds
17.95%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
60
Increased
215
Reduced
284
Closed
36
Calls
$38.9M
Puts
$13.3M
Net Calls
+$25.6M
Net Calls Change
+$895K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$12.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$134M
3
TSS
Two Sigma Securities
New York
$13.3M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$85.9M
5
AssetMark Inc
AssetMark Inc
California
$37.4M

Top Sellers

1
CS
Credit Suisse
Switzerland
$2.25M
2
Bank of America
Bank of America
North Carolina
$898M
3
Wells Fargo
Wells Fargo
California
$497M
4
CCM
Covington Capital Management
California
$455K
5
LPL Financial
LPL Financial
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
476
Williams Jones & Associates
New York
$384K -$328K -3,500 -46%
WAP
477
Wealthcare Advisory Partners
Pennsylvania
$383K +$383K +4,086 New
FA
478
FC Advisory
Pennsylvania
$380K +$656 +7 +0.2%
SMC
479
Smith, Moore & Co
Missouri
$380K +$44.4K +474 +13%
AIM
480
Anchor Investment Management
South Carolina
$375K +$375K +4,009 New
FWM
481
Focused Wealth Management
New York
$366K -$79.9K -854 -18%
CA
482
Cambridge Advisors
Nebraska
$362K -$34.9K -373 -9%
SS
483
Sunbelt Securities
Texas
$362K +$362K +3,867 New
SC
484
Searle & Co
Connecticut
$361K – – –
CCT
485
Capital City Trust
Florida
$361K – – –
SFG
486
SNS Financial Group
Minnesota
$358K -$3.84K -41 -1%
BWM
487
BerganKDV Wealth Management
Minnesota
$354K -$56.1K -599 -14%
ODG
488
O'Dell Group
Ohio
$353K +$1.59K +17 +0.5%
SFWA
489
Summit Financial Wealth Advisors
Louisiana
$348K -$18.3K -195 -5%
KC
490
Kingfisher Capital
North Carolina
$348K +$1.12K +12 +0.3%
PFA
491
Paradigm Financial Advisors
Missouri
$346K -$9.92K -106 -3%
OWD
492
Osborn Williams & Donohoe
Ohio
$343K -$18.6K -198 -5%
AWM
493
Affinity Wealth Management
Delaware
$343K – – –
MLL
494
Moody Lynn & Lieberson
Massachusetts
$343K – – –
KFC
495
Klingenstein Fields & Co
New York
$343K +$137K +1,467 +67%
IAMOG
496
Investors Asset Management of Georgia
Georgia
$342K -$46.8K -500 -12%
Capital Fund Management (CFM)
497
Capital Fund Management (CFM)
France
$341K +$341K +3,643 New
RWM
498
Ritholtz Wealth Management
New York
$337K – – –
CCA
499
Clearwater Capital Advisors
Illinois
$335K -$7.06K -75 -2%
HH
500
Hilltop Holdings
Texas
$331K -$120K -1,284 -27%
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