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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 %
CDIA
551
Capital Directions Investment Advisors
Georgia
$134K +$15.1K +177 +13%
AWM
552
AllSquare Wealth Management
New York
$133K -$3.24K -38 -2%
PVH
553
Psagot Value Holdings
Israel
$129K +$7.7K +90 +6%
PR
554
Payden & Rygel
California
$128K – – –
EWM
555
Edge Wealth Management
New York
$125K – – –
FIB
556
First Interstate Bank
Montana
$125K – – –
IFA
557
Interactive Financial Advisors
Illinois
$123K – – –
JSAM
558
J. Safra Asset Management
New York
$121K +$121K +1,420 New
WOC
559
West Oak Capital
California
$118K +$26K +305 +28%
AP
560
Atwood & Palmer
Missouri
$114K – – –
BAM
561
Bruderman Asset Management
New York
$113K -$8.07K -95 -7%
FPFS
562
First Personal Financial Services
North Carolina
$105K +$171 +2 +0.2%
TCOV
563
Trust Company of Vermont
Vermont
$102K +$42.5K +500 +71%
PCP
564
Proficio Capital Partners
Massachusetts
$102K +$102K +1,175 New
VHAM
565
Van Hulzen Asset Management
California
$100K -$14.9K -175 -13%
GI
566
Gradient Investments
Minnesota
$95K -$22.9K -270 -19%
AA
567
AlphaMark Advisors
Kentucky
$94K -$17.1K -200 -15%
PAI
568
Pittenger & Anderson Inc
Nebraska
$92K – – –
ZB
569
Zions Bancorporation
Utah
$91K – – –
S
570
SignatureFD
Georgia
$90K -$6.3K -74 -7%
MA
571
MCF Advisors
Kentucky
$90K +$81.4K +950 +950%
WI
572
Wintrust Investments
Illinois
$88K +$88K +3,381 New
FPB
573
First PREMIER Bank
South Dakota
$82K – – –
VCM
574
Vigilant Capital Management
Maine
$79K – – –
CFA
575
CT Financial Advisors
Pennsylvania
$77.7K +$341 +4 +0.4%
21 22
23
24 25