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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.

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 %
WRM
526
Westport Resources Management
Connecticut
$149K – – –
APSP
527
Asset Planning Services (Pennsylvania)
Pennsylvania
$149K +$301 +4 +0.2%
EWM
528
Edge Wealth Management
New York
$146K +$85.1K +1,125 +140%
CB
529
Community Bank
New York
$142K +$6.03K +80 +4%
ATC
530
Adirondack Trust Company
New York
$136K – – –
RWG
531
Regal Wealth Group
California
$129K +$129K +1,712 New
AWM
532
AllSquare Wealth Management
New York
$126K – – –
PR
533
Payden & Rygel
California
$113K – – –
GI
534
Gradient Investments
Minnesota
$111K +$1.05K +14 +1%
FIB
535
First Interstate Bank
Montana
$110K +$37.4K +500 +52%
IFA
536
Interactive Financial Advisors
Illinois
$109K – – –
PVH
537
Psagot Value Holdings
Israel
$107K -$99.5K -1,319 -48%
BAM
538
Bruderman Asset Management
New York
$107K -$11.3K -150 -10%
CDIA
539
Capital Directions Investment Advisors
Georgia
$107K +$53.2K +709 +99%
SEI Investments
540
SEI Investments
Pennsylvania
$104K -$14.6K -195 -12%
AP
541
Atwood & Palmer
Missouri
$101K – – –
VCM
542
Vigilant Capital Management
Maine
$99K – – –
WIC
543
Woodmont Investment Counsel
Tennessee
$93K – – –
FPFS
544
First Personal Financial Services
North Carolina
$92K +$9.85K +131 +12%
CFA
545
CT Financial Advisors
Pennsylvania
$90.6K +$677 +9 +0.8%
KCPG
546
Kavar Capital Partners Group
Kansas
$87K +$9.36K +125 +12%
S
547
SignatureFD
Georgia
$85K – – –
UFA
548
US Financial Advisors
Massachusetts
$83K +$83K +1,107 New
PAI
549
Pittenger & Anderson Inc
Nebraska
$81K – – –
Carson Wealth (CWM LLC)
550
Carson Wealth (CWM LLC)
Nebraska
$81K +$4.05K +54 +5%
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