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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 %
CG
601
Cutler Group
California
$184K +$184K +2,083 New
SA
602
SRH Advisors
Kansas
$180K -$30.1K -340 -14%
Bessemer Group
603
Bessemer Group
New Jersey
$175K -$383K -4,325 -69%
AA
604
Ancora Advisors
Ohio
$175K +$175K +1,981 New
OSNBOA
605
Old Second National Bank of Aurora
Illinois
$174K – – –
MWM
606
MinichMacGregor Wealth Management
New York
$172K – – –
KPCM
607
Kings Point Capital Management
New York
$170K – – –
AIA
608
Armor Investment Advisors
North Carolina
$167K +$167K +1,885 New
BAM
609
Barrett Asset Management
New York
$166K -$22.1K -250 -12%
BIG
610
Bellwether Investment Group
Tennessee
$165K +$165K +1,868 New
RWG
611
Regal Wealth Group
California
$157K +$1.16K +13 +0.7%
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$149K +$89 +1 +0.1%
CB
613
Community Bank
New York
$139K -$8.88K -100 -6%
PCP
614
Proficio Capital Partners
Massachusetts
$139K +$35.3K +400 +34%
WIM
615
Westside Investment Management
California
$138K +$138K +1,551 New
AWM
616
AllSquare Wealth Management
New York
$138K – – –
AP
617
Atwood & Palmer
Missouri
$136K – – –
PR
618
Payden & Rygel
California
$133K – – –
TCOV
619
Trust Company of Vermont
Vermont
$133K – – –
HDIM
620
Hanson & Doremus Investment Management
Vermont
$129K – – –
PVH
621
Psagot Value Holdings
Israel
$126K – – –
JFA
622
JNBA Financial Advisors
Minnesota
$124K -$56.3K -638 -31%
WOC
623
West Oak Capital
California
$120K -$2.21K -25 -2%
GI
624
Gradient Investments
Minnesota
$117K +$44.4K +500 +61%
FPFS
625
First Personal Financial Services
North Carolina
$109K -$26.5K -299 -20%
23 24
25
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