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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 %
CAN
576
Claraphi Advisory Network
United States
$362K +$47.7K +649 +15%
GLA
577
Great Lakes Advisors
Illinois
$357K +$357K +4,857 New
MA
578
Montag & Associates
Georgia
$356K -$80.8K -1,100 -18%
NG
579
Northstar Group
New York
$354K -$35.6K -483 -9%
IC
580
Iconiq Capital
California
$353K +$2.64K +36 +0.8%
SFSG
581
Stearns Financial Services Group
North Carolina
$353K +$238K +3,232 +207%
HR
582
Hayden Royal
North Carolina
$351K +$351K +4,778 New
SAM
583
Secure Asset Management
Michigan
$346K +$22.1K +300 +7%
PTP
584
Platform Technology Partners
New York
$343K -$3.6K -49 -1%
JCM
585
Jag Capital Management
Missouri
$342K – – –
BB
586
Bell Bank
North Dakota
$340K -$81.6K -1,110 -19%
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$337K – – –
MWM
588
Mattern Wealth Management
Kansas
$334K -$88.6K -1,206 -21%
VIP
589
Vantage Investment Partners
Missouri
$333K -$47K -640 -12%
UR
590
USCA RIA
Texas
$332K – – –
CWA
591
Clarus Wealth Advisors
Arizona
$331K -$3.33K -48 -1%
1WA
592
180 Wealth Advisors
Washington
$326K -$923 -13 -0.3%
SFS
593
Summit Financial Strategies
Ohio
$323K -$594K -8,071 -65%
NL
594
NVWM LLC
Pennsylvania
$321K -$42.8K -581 -12%
HL
595
HeadInvest LLC
Maine
$321K -$42.7K -580 -12%
QAM
596
QCI Asset Management
New York
$319K -$73.4K -1,000 -19%
SMC
597
Smith, Moore & Co
Missouri
$319K -$5.95K -81 -2%
VNA
598
Valley National Advisers
Pennsylvania
$319K – – –
BBNA
599
Bremer Bank National Association
Minnesota
$317K -$38.2K -520 -11%
CSIC
600
Clifford Swan Investment Counsel
California
$316K +$14.7K +200 +5%
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