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iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
Cabot Wealth Management
Massachusetts
$231K – – –
1SB
577
1ST Source Bank
Indiana
$228K +$228K +2,569 New
SHIM
578
Stone House Investment Management
Pennsylvania
$228K +$228K +2,576 New
RT
579
Rockland Trust
Massachusetts
$226K -$2.22K -25 -1%
HCA
580
Harbour Capital Advisors
Virginia
$225K -$17.7K -200 -7%
M
581
MOTCO
Texas
$224K – – –
GHAM
582
Gilman Hill Asset Management
Connecticut
$221K – – –
CTA
583
Chesley Taft & Associates
Illinois
$221K – – –
GCA
584
Greenwood Capital Associates
South Carolina
$219K +$219K +2,477 New
FWSM
585
First Wilshire Securities Management
California
$217K – – –
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$217K – – –
OMC
587
Overbrook Management Corp
New York
$215K +$4.88K +55 +2%
VWM
588
Vector Wealth Management
Minnesota
$214K – – –
GWS
589
Glassman Wealth Services
Virginia
$214K +$214K +2,413 New
HIIFS
590
Harel Insurance Investments & Financial Services
Israel
$210K -$665K – –
CCA
591
Clearwater Capital Advisors
Illinois
$207K +$207K +2,323 New
Schroder Investment Management Group
592
Schroder Investment Management Group
United Kingdom
$205K -$168K -1,890 -45%
PIM
593
Penobscot Investment Management
Massachusetts
$204K +$204K +2,300 New
LWAC
594
Laurel Wealth Advisors (California)
California
$204K +$204K +2,313 New
JFG
595
JMG Financial Group
Illinois
$203K +$203K +2,294 New
PCM
596
Palouse Capital Management
Washington
$201K +$201K +2,270 New
ECM
597
Elgethun Capital Management
South Dakota
$201K +$201K +2,270 New
WPW
598
Waldron Private Wealth
Pennsylvania
$201K +$201K +2,280 New
SNT
599
Security National Trust
West Virginia
$199K – – –
BBHC
600
Brown Brothers Harriman & Co
New York
$189K +$145K +1,632 +326%
22 23
24
25 26