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iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$503M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$397M
3
Morgan Stanley
Morgan Stanley
New York
$357M
4
AIA
Arrow Investment Advisors
Maryland
$23.7M
5
OIM
Opus Investment Management
Massachusetts
$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$74.1M
2
LPL Financial
LPL Financial
California
$90.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.6M
4
PIM
Parker Investment Management
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
526
Virtu KCG Holdings
New York
$217K -$87.2K -1,022 -29%
SAM
527
SignalPoint Asset Management
Missouri
$216K +$216K +2,527 New
FNBOMD
528
First National Bank of Mount Dora
Florida
$215K – – –
GHAM
529
Gilman Hill Asset Management
Connecticut
$213K – – –
CTA
530
Chesley Taft & Associates
Illinois
$213K – – –
FWSM
531
First Wilshire Securities Management
California
$209K – – –
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$209K +$68.5K +803 +49%
VWM
533
Vector Wealth Management
Minnesota
$206K +$206K +2,412 New
SA
534
SRH Advisors
Kansas
$203K – – –
MIM
535
Marco Investment Management
Georgia
$203K +$203K +2,385 New
Federated Hermes
536
Federated Hermes
Pennsylvania
$198K +$99.6K +1,167 +101%
SNT
537
Security National Trust
West Virginia
$192K – – –
JFA
538
JNBA Financial Advisors
Minnesota
$188K -$1.8K -21 -0.9%
CF
539
CenterStar Fund
Illinois
$186K – – –
WRM
540
Westport Resources Management
Connecticut
$186K – – –
BAM
541
Barrett Asset Management
New York
$181K – – –
CCA
542
Checchi Capital Advisers
California
$168K +$168K +1,965 New
MWM
543
MinichMacGregor Wealth Management
New York
$166K – – –
KPCM
544
Kings Point Capital Management
New York
$164K – – –
ATC
545
Adirondack Trust Company
New York
$156K – – –
CB
546
Community Bank
New York
$148K – – –
RWG
547
Regal Wealth Group
California
$148K +$1.19K +14 +0.8%
KF
548
Krilogy Financial
Missouri
$146K +$112K +1,313 +328%
WAM
549
Wealthspire Advisors (Maryland)
Maryland
$143K – – –
AIC
550
Ayalon Insurance Company
Israel
$140K – – –
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