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iShares Select Dividend ETF
DVY

Overview Fund Activity

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$884M
2
FIG
2
FundX Investment Group
California
$41.7M
3
GFG
3
Gray Financial Group
Georgia
$53.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$316M
5
SF
5
Synovus Financial
Georgia
$40.2M

Top Sellers

1
MHI
1
Miller Howard Investments
New York
$0
2
SCM
2
Sterling Capital Management
North Carolina
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
BTS
4
BB&T Securities
Virginia
$5.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
501
Harbour Capital Advisors
Virginia
$224K – – –
FBFS
502
First Business Financial Services
Wisconsin
$222K +$222K +2,720 New
DDPIC
503
Deroy & Devereaux Private Investment Counsel
Michigan
$218K – – –
GA
504
Geneva Advisors
Illinois
$218K +$218K +2,673 New
TCM
505
Traynor Capital Management
Pennsylvania
$217K -$79.1K -972 -27%
JG
506
Jefferies Group
New York
$217K +$217K +2,652 New
PPA
507
Parametric Portfolio Associates
Washington
$217K +$217K +2,655 New
CWM
508
Cabot Wealth Management
Massachusetts
$213K -$41.5K -508 -16%
BWM
509
Braver Wealth Management
Massachusetts
$213K +$213K +2,611 New
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$207K +$207K +2,530 New
FNBOMD
511
First National Bank of Mount Dora
Florida
$206K +$206K +2,525 New
GHAM
512
Gilman Hill Asset Management
Connecticut
$204K +$204K +2,500 New
CTA
513
Chesley Taft & Associates
Illinois
$204K +$204K +2,500 New
FWSM
514
First Wilshire Securities Management
California
$200K +$200K +2,450 New
SA
515
SRH Advisors
Kansas
$194K – – –
WEC
516
Winslow Evans & Crocker
Massachusetts
$191K +$25.6K +313 +15%
SNT
517
Security National Trust
West Virginia
$184K – – –
JFA
518
JNBA Financial Advisors
Minnesota
$181K +$1.71K +21 +1%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$178K -$53.2K -652 -23%
WRM
520
Westport Resources Management
Connecticut
$178K +$16.3K +200 +10%
BAM
521
Barrett Asset Management
New York
$174K – – –
MWM
522
MinichMacGregor Wealth Management
New York
$159K – – –
KPCM
523
Kings Point Capital Management
New York
$157K -$5.32K -65 -3%
ATC
524
Adirondack Trust Company
New York
$149K – – –
CB
525
Community Bank
New York
$142K -$12.3K -150 -8%
19 20
21
22 23