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iShares Select Dividend ETF
DVY

Overview Fund Activity

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$84.5M
2
M&T Bank
M&T Bank
New York
+$24.6M
3
MHI
Miller Howard Investments
New York
+$17.7M
4
Northern Trust
Northern Trust
Illinois
+$11.3M
5
CL
CPWM LLC
Washington
+$10.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$196M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$48.5M
3
Wells Fargo
Wells Fargo
California
-$45M
4
Bank of America
Bank of America
North Carolina
-$34.2M
5
Truist Financial
Truist Financial
North Carolina
-$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
501
Patten & Patten
Tennessee
$487K -$28K -380 -5%
OAM
502
Oppenheimer Asset Management
New York
$481K -$22.9K -311 -5%
FPS
503
Fieldpoint Private Securities
Connecticut
$478K – – –
BAM
504
Belpointe Asset Management
Nevada
$477K -$100K -1,359 -17%
FFN
505
Focus Financial Network
Minnesota
$476K -$368 -5 -0.1%
SIA
506
Starfire Investment Advisers
Michigan
$474K -$131K -1,787 -22%
BW
507
Bison Wealth
Georgia
$473K +$43.2K +587 +10%
KCM
508
Kanawha Capital Management
Virginia
$472K -$22K -300 -4%
MPW
509
Monterey Private Wealth
California
$471K -$1.84K -25 -0.4%
DIP
510
DT Investment Partners
Pennsylvania
$469K -$65.4K -890 -12%
PWM
511
PBMares Wealth Management
Virginia
$465K -$18.3K -249 -4%
MPM
512
Meritage Portfolio Management
Kansas
$463K +$135K +1,830 +41%
FA
513
Fagan Associates
New York
$462K – – –
CA
514
Calton & Associates
Florida
$458K +$5.44K +74 +1%
MBT
515
Montecito Bank & Trust
California
$454K -$274K -3,726 -38%
LWM
516
Loveless Wealth Management
Montana
$453K – – –
WWM
517
Willingdon Wealth Management
North Carolina
$452K -$32.1K -436 -7%
CPA
518
Clear Perspective Advisors
Illinois
$452K -$11K -150 -2%
AA
519
Advisory Alpha
Michigan
$450K -$10.8K -140 -2%
VCM
520
Versant Capital Management
Arizona
$443K – – –
CAG
521
Csenge Advisory Group
Florida
$443K +$114K +1,548 +35%
JCM
522
Janney Capital Management
Pennsylvania
$443K +$443K +6,023 New
First Manhattan
523
First Manhattan
New York
$442K -$18.2K -247 -4%
Bank Julius Baer & Co
524
Bank Julius Baer & Co
Switzerland
$441K +$441K +5,991 New
WS
525
Wedbush Securities
California
$440K -$55.9K -760 -11%
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