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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
576
Providence Capital Advisors
North Carolina
$329K +$329K +3,333 New
OPWM
577
Oak Point Wealth Management
Michigan
$329K +$329K +3,421 New
PCM
578
Parsons Capital Management
Rhode Island
$327K +$14.1K +143 +5%
WI
579
Wintrust Investments
Illinois
$323K +$43.6K +443 +16%
FIAS
580
FinTrust Investment Advisory Services
South Carolina
$322K +$12.3K +125 +4%
DC
581
DeDora Capital
California
$322K +$322K +3,262 New
AFNAS
582
American Financial Network Advisory Services
California
$321K -$130K -1,319 -29%
BFPW
583
BOK Financial Private Wealth
Colorado
$320K – – –
PBO
584
Peoples Bank (Ohio)
Ohio
$318K -$24.5K -248 -7%
JIP
585
Jaffetilchin Investment Partners
Florida
$315K -$591 -6 -0.2%
SIC
586
Sigma Investment Counselors
Michigan
$315K – – –
NPF
587
Norris Perne & French
Michigan
$313K – – –
PMG
588
ProVise Management Group
Florida
$312K +$97.5K +989 +45%
FFA
589
First Foundation Advisors
California
$311K – – –
AI
590
Accredited Investors
Minnesota
$310K – – –
NB
591
Northwest Bancshares
Pennsylvania
$310K +$310K +3,155 New
WIC
592
Woodmont Investment Counsel
Tennessee
$309K – – –
Bessemer Group
593
Bessemer Group
New Jersey
$307K – – –
FCBT
594
First Citizens Bank & Trust
North Carolina
$303K +$80.7K +818 +36%
CAI
595
Capital Advisors Inc
Oklahoma
$302K +$11.4K +116 +4%
GC
596
Garde Capital
Washington
$300K +$300K +3,040 New
PAS
597
Partnervest Advisory Services
California
$297K -$3.54K -36 -1%
LWAC
598
Laurel Wealth Advisors (California)
California
$297K +$66.1K +671 +29%
WSC
599
Wellington Shields & Co
New York
$296K – – –
SCA
600
Sage Capital Advisors
South Dakota
$296K +$984 +10 +0.3%
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24
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