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iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
1
Miller Howard Investments
New York
$77.9M
2
LPL Financial
2
LPL Financial
California
$137M
3
Wells Fargo
3
Wells Fargo
California
$405M
4
SCM
4
Sterling Capital Management
North Carolina
$43.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$34M

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$68M
3
CC
3
Curian Capital
Colorado
$4.62M
4
Northern Trust
4
Northern Trust
Illinois
$212M
5
MPM
5
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
501
Covenant Multifamily Offices
Texas
$218K – – –
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$213K +$133K +1,771 +166%
CMP
503
Courage Miller Partners
Virginia
$213K +$213K +2,836 New
IP
504
Investment Partners
Ohio
$212K +$150 +2 +0.1%
Barclays
505
Barclays
United Kingdom
$210K -$5.47M -72,932 -96%
GAM
506
Garrison Asset Management
Arkansas
$210K -$3.01K -40 -1%
BJL
507
Brighton Jones LLC
Washington
$208K +$208K +2,771 New
AP
508
Advisors Preferred
Maryland
$207K +$207K +2,748 New
CAS
509
Cue Advisory Services
Arizona
$207K +$207K +2,754 New
HCA
510
Harbour Capital Advisors
Virginia
$206K -$6.31K -84 -3%
Simplex Trading
511
Simplex Trading
Illinois
$203K -$106K -1,415 -34%
Neuberger Berman Group
512
Neuberger Berman Group
New York
$202K -$123K -1,641 -38%
DDPIC
513
Deroy & Devereaux Private Investment Counsel
Michigan
$201K +$201K +2,675 New
LA
514
LVW Advisors
New York
$201K +$201K +2,679 New
AIM
515
Arcadia Investment Management
Michigan
$190K +$190K +2,531 New
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$188K +$188K +2,506 New
SA
517
SRH Advisors
Kansas
$178K – – –
MFBTD
518
MB Financial Bank - Trust Department
Illinois
$173K – – –
SNT
519
Security National Trust
West Virginia
$169K – – –
JFA
520
JNBA Financial Advisors
Minnesota
$165K – – –
BAM
521
Barrett Asset Management
New York
$160K – – –
MWM
522
MinichMacGregor Wealth Management
New York
$153K +$153K +1,953 New
WEC
523
Winslow Evans & Crocker
Massachusetts
$152K – – –
MWP
524
MYCIO Wealth Partners
Pennsylvania
$151K – – –
KPCM
525
Kings Point Capital Management
New York
$149K -$40.2K -535 -21%
19 20
21
22 23