DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$563M
2
BlackRock
BlackRock
New York
$148M
3
Morgan Stanley
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Belpointe Asset Management
Nevada
$458K +$234K +2,374 +105%
CAN
502
Claraphi Advisory Network
United States
$458K +$458K +4,645 New
MSAM
503
Moloney Securities Asset Management
Missouri
$456K +$37.6K +381 +9%
CAM
504
Crestone Asset Management
Colorado
$455K – – –
Toronto Dominion Bank
505
Toronto Dominion Bank
Ontario, Canada
$447K – – –
EDRH
506
Edmond de Rothschild Holding
Switzerland
$447K +$38.1K +387 +9%
HH
507
Hilltop Holdings
Texas
$445K +$95.8K +971 +27%
Chevy Chase Trust
508
Chevy Chase Trust
Maryland
$444K -$29.6K -300 -6%
VNA
509
Valley National Advisers
Pennsylvania
$444K – – –
IF
510
Ironwood Financial
Arizona
$439K -$7.5K -76 -2%
CPIG
511
Chicago Partners Investment Group
Illinois
$436K – – –
CWM
512
Circle Wealth Management
New Jersey
$436K +$6.81K +69 +2%
WPW
513
Winthrop Partners - WNY
New York
$435K +$435K +4,442 New
CRC
514
Curi RMB Capital
Illinois
$433K -$143K -1,452 -25%
BTIS
515
BB&T Investment Services
North Carolina
$425K -$16.1K -163 -4%
VCM
516
Virtue Capital Management
Tennessee
$422K +$422K +4,283 New
MBT
517
Monroe Bank & Trust
Michigan
$419K – – –
AIM
518
Anchor Investment Management
South Carolina
$414K +$19.2K +195 +5%
AA
519
Ancora Advisors
Ohio
$412K -$4.92K -50 -1%
EWA
520
EP Wealth Advisors
California
$411K – – –
SS
521
Sunbelt Securities
Texas
$408K +$26.4K +268 +7%
WJA
522
Williams Jones & Associates
New York
$404K – – –
MWM
523
Mascoma Wealth Management
New Hampshire
$404K +$95.4K +970 +31%
YWP
524
YorkBridge Wealth Partners
New York
$402K -$4.57K -48 -1%
CA
525
Cambridge Advisors
Nebraska
$402K +$20.2K +205 +5%
19 20
21
22 23