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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 %
WA
626
Winfield Associates
Ohio
$276K -$125K -1,700 -31%
SCM
627
Schnieders Capital Management
California
$276K – – –
SIA
628
Soltis Investment Advisors
Utah
$276K +$3.23K +44 +1%
CA
629
Cornerstone Advisory
Maryland
$274K -$276K -3,752 -50%
SC
630
Searle & Co
Connecticut
$274K – – –
PAS
631
Partnervest Advisory Services
California
$274K +$72K +980 +36%
RWM
632
Ritholtz Wealth Management
New York
$273K +$6.24K +85 +2%
SCA
633
Sage Capital Advisors
South Dakota
$272K – – –
RWP
634
RWA Wealth Partners
Massachusetts
$270K -$159K -2,160 -37%
CA
635
Cambridge Advisors
Nebraska
$270K +$13.2K +180 +5%
NGA
636
Naples Global Advisors
Florida
$268K +$14K +190 +5%
CPSC
637
Carl P. Sherr & Co
Massachusetts
$267K – – –
OC
638
Oakworth Capital
Alabama
$267K – – –
BSA
639
Bull Street Advisors
Georgia
$267K +$22.1K +300 +9%
DAC
640
Dividend Assets Capital
South Carolina
$267K +$53.1K +721 +25%
IAMOG
641
Investors Asset Management of Georgia
Georgia
$266K – – –
AA
642
AF Advisors
California
$266K +$114K +2,700 +75%
JFG
643
JMG Financial Group
Illinois
$266K +$266K +3,613 New
KFC
644
Klingenstein Fields & Co
New York
$265K -$14.7K -200 -5%
ESB
645
Essex Savings Bank
Connecticut
$265K +$120K +1,625 +82%
KC
646
Kingfisher Capital
North Carolina
$264K -$6.48K -88 -2%
FTUS
647
Flow Traders U.S.
New York
$260K +$260K +3,537 New
ACM
648
Azimuth Capital Management
Michigan
$257K – – –
FWM
649
FSA Wealth Management
Massachusetts
$257K – – –
FT
650
Fiduciary Trust
Massachusetts
$255K -$4.2K -57 -2%
24 25
26
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