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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 %
TD Asset Management
551
TD Asset Management
Ontario, Canada
$400K -$362K -4,924 -48%
HWMG
552
Hurlow Wealth Management Group
Indiana
$400K – – –
TSWM
553
Triangle Securities Wealth Management
North Carolina
$400K – – –
WAP
554
Wealthcare Advisory Partners
Pennsylvania
$399K +$20.6K +280 +5%
GFP
555
Gryphon Financial Partners
Ohio
$397K -$122K -1,657 -23%
BA
556
Ballew Advisors
Mississippi
$396K +$74 +1 +0%
TC
557
Telemus Capital
Michigan
$395K -$179K -2,165 -31%
AWM
558
Altium Wealth Management
New York
$393K -$8.75K -119 -2%
AWCI
559
Alpine Woods Capital Investors
New York
$393K +$393K +5,349 New
CBFP
560
Cedar Brook Financial Partners
Ohio
$392K -$10K -136 -2%
VHAM
561
Van Hulzen Asset Management
California
$391K +$77.9K +1,060 +25%
LPIC
562
LeJeune Puetz Investment Counsel
Michigan
$390K +$51.5K +700 +15%
SSB
563
Sandy Spring Bank
Maryland
$389K -$10.3K -140 -3%
WPA
564
West Paces Advisors
Georgia
$384K +$173K +2,355 +82%
TGAM
565
TBH Global Asset Management
Tennessee
$378K -$185K -2,522 -33%
DJSG
566
D.J. St. Germain
Massachusetts
$375K -$10.7K -145 -3%
CCM
567
Covington Capital Management
California
$374K – – –
NIC
568
Northwest Investment Counselors
Oregon
$373K -$54.7K -744 -13%
FNBOSM
569
First National Bank of South Miami
Florida
$373K -$16.9K -230 -4%
Bessemer Group
570
Bessemer Group
New Jersey
$371K -$7.35K -100 -2%
DCM
571
Donaldson Capital Management
Indiana
$370K -$42.1K -572 -10%
PAM
572
Palisade Asset Management
Minnesota
$370K -$5.88K -80 -2%
BFC
573
Bedel Financial Consulting
Indiana
$369K – – –
W
574
WealthOne
New York
$366K -$34.8K -474 -9%
BFA
575
Beacon Financial Advisory
Ohio
$362K -$18.9K -258 -5%
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