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iShares Select Dividend ETF
DVY

Overview Fund Activity

634 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+25
Holders Change %
+4.11%
% of All Funds
16.94%
Holding in Top 10
54
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.2%
% of All Funds
1.44%
New
61
Increased
247
Reduced
193
Closed
28
Calls
$16.3M
Puts
$15.7M
Net Calls
+$606K
Net Calls Change
-$7.59M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$503M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$397M
3
Morgan Stanley
Morgan Stanley
New York
$357M
4
AIA
Arrow Investment Advisors
Maryland
$23.7M
5
OIM
Opus Investment Management
Massachusetts
$18.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$74.1M
2
LPL Financial
LPL Financial
California
$90.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.6M
4
PIM
Parker Investment Management
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
626
LBA Wealth Management
Florida
$8K -$4.44K -50 -36%
CYG
627
Clean Yield Group
Vermont
$8K – – –
AOWM
628
Alpha Omega Wealth Management
Virginia
$8K +$8K +95 New
DOA
629
D'Orazio & Associates
Virginia
$8K +$8K +96 New
AIM
630
Advantage Investment Management
Iowa
$6K +$4.48K +50 +294%
PWM
631
Perigon Wealth Management
California
$5K +$5K +62 New
Simplex Trading
632
Simplex Trading
Illinois
$4K -$97K -1,140 -96%
GBT
633
Grove Bank & Trust
Florida
$1K +$1K +12 New
PIM
634
Parker Investment Management
California
– -$20.6M -251,617 Closed
AIG
635
American International Group
New York
– -$18M -220,677 Closed
TCM
636
Tuttle Capital Management
Connecticut
– -$9.84M -120,432 Closed
KSA
637
Ken Stern & Associates
California
– -$4.61M -56,454 Closed
SG Americas Securities
638
SG Americas Securities
New York
– -$3.8M -46,582 Closed
VF
639
Virtu Financial
New York
– -$2.33M -28,573 Closed
CAPTRUST Financial Advisors
640
CAPTRUST Financial Advisors
North Carolina
– -$2.18M -26,645 Closed
DW
641
Domani Wealth
Pennsylvania
– -$691K -8,460 Closed
DWM
642
Destination Wealth Management
California
– -$453K -6,027 Closed
ST
643
Sabal Trust
Florida
– -$423K -5,175 Closed
PAM
644
Peak Asset Management
Colorado
– -$323K -3,960 Closed
STB
645
S&T Bank
Pennsylvania
– -$303K -3,713 Closed
LWAC
646
Laurel Wealth Advisors (California)
California
– -$281K -3,443 Closed
WSFS
647
Wilmington Savings Fund Society
Delaware
– -$271K -3,313 Closed
IIA
648
IPG Investment Advisors
California
– -$270K -3,309 Closed
BFS
649
Bradley Foster & Sargent
Connecticut
– -$263K -3,216 Closed
WPW
650
Waldron Private Wealth
Pennsylvania
– -$255K -3,132 Closed
23 24 25
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