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iShares Select Dividend ETF
DVY

Overview Fund Activity

703 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 289 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
17.55%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.12%
New
43
Increased
216
Reduced
289
Closed
37
Calls
$36.6M
Puts
$11.9M
Net Calls
+$24.7M
Net Calls Change
+$35.3M

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$77.3M
2
SB
Suntrust Banks
Georgia
$257M
3
MIAN
Mariner Independent Advisor Network
Kansas
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$55.2M
5
MML Investors Services
MML Investors Services
Massachusetts
$8.12M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$914M
2
CCM
Covington Capital Management
California
$17.7M
3
NCM
Northside Capital Management
Oregon
$81.9M
4
OIM
Opus Investment Management
Massachusetts
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
11A
576
10-15 Associates
New York
$224K -$181K -1,964 -45%
IPC
577
Independent Portfolio Consultants
Florida
$224K -$112K -1,220 -33%
GWS
578
Glassman Wealth Services
Virginia
$223K – – –
DAC
579
Dividend Assets Capital
South Carolina
$221K – – –
GAG
580
GM Advisory Group
New York
$219K +$219K +2,376 New
RT
581
Rockland Trust
Massachusetts
$218K -$6.91K -75 -3%
MLIC
582
Mandatum Life Insurance Company
Finland
$217K -$47.2K -512 -18%
HCA
583
Harbour Capital Advisors
Virginia
$216K – – –
AI
584
Accredited Investors
Minnesota
$215K – – –
LWAC
585
Laurel Wealth Advisors (California)
California
$215K +$1.56K +17 +0.7%
JFG
586
JMG Financial Group
Illinois
$212K – – –
IAS
587
IMA Advisory Services
Colorado
$211K -$54.7K -593 -21%
JFA
588
Johanson Financial Advisors
California
$210K +$555 +6 +0.3%
ECM
589
Elgethun Capital Management
South Dakota
$209K – – –
BCM
590
BTR Capital Management
California
$208K – – –
SNT
591
Security National Trust
West Virginia
$207K – – –
GP
592
Girard Partners
Pennsylvania
$207K +$207K +2,241 New
BSW
593
Buckingham Strategic Wealth
Missouri
$207K +$207K +2,242 New
ECML
594
Eagle Capital Management (Louisiana)
Louisiana
$207K +$207K +2,250 New
WKWM
595
Walter & Keenan Wealth Management
Indiana
$203K – – –
KFC
596
Klingenstein Fields & Co
New York
$203K – – –
GD
597
Grandfield & Dodd
New York
$202K +$202K +2,193 New
SM
598
Sciencast Management
New Jersey
$201K +$201K +2,180 New
CWM
599
Concert Wealth Management
California
$200K -$2.75M -29,926 -93%
BA
600
BKS Advisors
Michigan
$200K +$200K +2,174 New
22 23
24
25 26