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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
1
Wells Fargo
California
$563M
2
BlackRock
2
BlackRock
New York
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
5
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
2
Bank of America
North Carolina
$923M
3
SB
3
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
STMM
601
South Texas Money Management
Texas
$295K -$15.1K -153 -5%
VWM
602
Venturi Wealth Management
Texas
$295K +$295K +2,990 New
PA
603
PFG Advisors
Arizona
$290K +$290K +2,947 New
SCP
604
Silverleafe Capital Partners
Tennessee
$289K +$289K +2,935 New
GG
605
GenWealth Group
New Jersey
$288K +$288K +2,854 New
BJL
606
Brighton Jones LLC
Washington
$287K -$20.4K -207 -7%
DWA
607
Douglass Winthrop Advisors
New York
$281K – – –
RM
608
Resource Management
Louisiana
$281K +$281K +2,936 New
1WA
609
180 Wealth Advisors
Washington
$280K +$280K +2,841 New
AP
610
Appleton Partners
Massachusetts
$279K – – –
NSB
611
Norway Savings Bank
Maine
$279K +$2.47K +25 +0.9%
CFA
612
Carroll Financial Associates
North Carolina
$277K – – –
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$24.9K -250 -8%
HL
614
HeadInvest LLC
Maine
$276K – – –
PTC
615
Philadelphia Trust Company
Pennsylvania
$275K +$2.86K +29 +1%
BSW
616
Buckingham Strategic Wealth
Missouri
$275K +$54.2K +550 +25%
MCM
617
Murphy Capital Management
New Jersey
$274K -$887 -9 -0.3%
TTWM
618
TCV Trust & Wealth Management
Virginia
$274K +$984 +10 +0.4%
AIM
619
Astor Investment Management
Illinois
$273K +$273K +2,772 New
SAM
620
SignalPoint Asset Management
Missouri
$272K +$493 +5 +0.2%
VHAM
621
Van Hulzen Asset Management
California
$272K +$272K +2,763 New
1SB
622
1ST Source Bank
Indiana
$270K – – –
PCFFS
623
Pacific Center for Financial Services
California
$268K -$7.9K -80 -3%
BBHC
624
Brown Brothers Harriman & Co
New York
$268K – – –
WTC
625
WhitTier Trust Company
Nevada
$265K – – –
23 24
25
26 27