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iShares Select Dividend ETF
DVY

Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
626
First Financial Corp
Indiana
$251K – – –
CT
627
CPF Texas
Texas
$251K +$40.7K +417 +19%
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$109K -1,117 -30%
SCM
629
Schnieders Capital Management
California
$250K – – –
DA
630
Doliver Advisors
Texas
$249K – – –
EDRH
631
Edmond de Rothschild Holding
Switzerland
$247K – – –
HPC
632
Hobart Private Capital
North Carolina
$246K -$185K -1,892 -43%
NEPWA
633
New England Private Wealth Advisors
Massachusetts
$245K – – –
BA
634
Bristlecone Advisors
Washington
$242K -$131K -1,335 -35%
NSB
635
Norway Savings Bank
Maine
$242K -$2.64K -27 -1%
FFA
636
First Foundation Advisors
California
$242K – – –
SFWA
637
Summit Financial Wealth Advisors
Louisiana
$240K – – –
ABC
638
Associated Banc-Corp
Wisconsin
$239K – – –
FWSM
639
First Wilshire Securities Management
California
$239K – – –
BWM
640
BerganKDV Wealth Management
Minnesota
$238K -$21.4K -219 -8%
AAS
641
Annex Advisory Services
Wisconsin
$236K -$47.7K -488 -17%
GWS
642
Glassman Wealth Services
Virginia
$236K – – –
SWM
643
SVA Wealth Management
Wisconsin
$233K +$233K +2,382 New
WTB
644
Washington Trust Bank
Washington
$231K -$78.1K -800 -25%
SSWM
645
Smith Salley Wealth Management
North Carolina
$231K -$26.7K -273 -10%
AFC
646
AFT Forsyth & Company
Florida
$230K – – –
DSN
647
D. Scott Neal
Kentucky
$227K -$391 -4 -0.2%
NPF
648
Norris Perne & French
Michigan
$226K -$82.1K -838 -27%
JFG
649
JMG Financial Group
Illinois
$224K – – –
ECM
650
Elgethun Capital Management
South Dakota
$221K – – –
24 25
26
27 28