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

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
2
Bank of America
North Carolina
$923M
3
SB
3
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
551
Osborn Williams & Donohoe
Ohio
$361K +$296 +3 +0.1%
IAMOG
552
Investors Asset Management of Georgia
Georgia
$360K -$394 -4 -0.1%
DIA
553
Denver Investment Advisors
Colorado
$358K +$56.8K +577 +19%
IFA
554
Interactive Financial Advisors
Illinois
$356K +$31.1K +315 +10%
RWM
555
Ritholtz Wealth Management
New York
$355K – – –
BP
556
Ballentine Partners
Massachusetts
$350K +$133K +1,351 +61%
CCM
557
Catawba Capital Management
Virginia
$348K – – –
LC
558
Lourd Capital
California
$348K +$348K +3,528 New
ACM
559
Azimuth Capital Management
Michigan
$346K – – –
FWM
560
Focused Wealth Management
New York
$345K -$40.9K -415 -11%
RMC
561
Regis Management Company
California
$344K – – –
MWP
562
MYCIO Wealth Partners
Pennsylvania
$344K – – –
WTB
563
Washington Trust Bank
Washington
$343K +$5.91K +60 +2%
CF
564
Centaurus Financial
California
$342K +$342K +3,471 New
CIAS
565
Capital Investment Advisory Services
North Carolina
$341K -$5.03K -51 -1%
VIP
566
Vantage Investment Partners
Missouri
$339K -$124K -1,259 -27%
SAM
567
Silvercrest Asset Management
New York
$338K +$36.5K +370 +12%
CA
568
Cornerstone Advisory
Maryland
$336K -$98 -1 -0%
IWA
569
Intercontinental Wealth Advisors
Texas
$336K – – –
Fisher Asset Management
570
Fisher Asset Management
Washington
$335K +$335K +3,400 New
FNBOMD
571
First National Bank of Mount Dora
Florida
$333K – – –
PIM
572
Penobscot Investment Management
Massachusetts
$333K – – –
FI
573
FormulaFolio Investments
Michigan
$331K +$33.8K +343 +11%
PG
574
Patten Group
Tennessee
$330K -$3.94K -40 -1%
CSIC
575
Clifford Swan Investment Counsel
California
$329K -$7.6K -77 -2%
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