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iShares Select Dividend ETF
DVY

Overview Fund Activity

640 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 219 increasing their positions, 228 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
17.1%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.44%
New
43
Increased
219
Reduced
228
Closed
28
Calls
$43.6M
Puts
$116M
Net Calls
-$72.1M
Net Calls Change
-$72.7M

Top Buyers

1
NLI
Nippon Life Insurance
Japan
+$34.3M
2
CFS
Commonwealth Financial Services
West Virginia
+$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$11M
4
SB
Suntrust Banks
Georgia
+$8.94M
5
HNB
Huntington National Bank
Ohio
+$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$54.7M
2
Bank of America
Bank of America
North Carolina
-$29.7M
3
WP
WealthPLAN Partners
Nebraska
-$28.9M
4
SF
Synovus Financial
Georgia
-$21M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
501
Parametric Portfolio Associates
Washington
$272K +$3.86K +45 +1%
SFSG
502
Stearns Financial Services Group
North Carolina
$270K – – –
BP
503
Ballentine Partners
Massachusetts
$270K +$270K +3,150 New
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$268K +$27.5K +321 +11%
GF
505
Gerstein Fisher
New York
$266K – – –
MCM
506
Murphy Capital Management
New Jersey
$266K +$171 +2 +0.1%
WTC
507
WhitTier Trust Company
Nevada
$265K – – –
RCM
508
Rain Capital Management
Oregon
$263K – – –
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$260K – – –
WSC
510
Wellington Shields & Co
New York
$257K -$257K -3,000 -50%
FCCM
511
First City Capital Management
Georgia
$255K – – –
BCM
512
Beck Capital Management
Texas
$251K +$9.35K +109 +4%
SAM
513
SignalPoint Asset Management
Missouri
$246K +$29.6K +345 +14%
EWA
514
EP Wealth Advisors
California
$245K – – –
JIP
515
Jaffetilchin Investment Partners
Florida
$244K -$1.8K -21 -0.7%
CMP
516
Courage Miller Partners
Virginia
$241K +$172 +2 +0.1%
DIA
517
Denver Investment Advisors
Colorado
$240K – – –
HCA
518
Harbour Capital Advisors
Virginia
$235K – – –
Neuberger Berman Group
519
Neuberger Berman Group
New York
$231K +$2.74K +32 +1%
Two Sigma Investments
520
Two Sigma Investments
New York
$231K +$231K +2,700 New
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$229K -$58.2K -679 -20%
JG
522
Jefferies Group
New York
$227K – – –
DDPIC
523
Deroy & Devereaux Private Investment Counsel
Michigan
$225K -$4.29K -50 -2%
Fisher Asset Management
524
Fisher Asset Management
Washington
$225K +$225K +2,623 New
CWM
525
Cabot Wealth Management
Massachusetts
$223K – – –
19 20
21
22 23