DVY icon

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 %
GAG
651
GM Advisory Group
New York
$234K – – –
WSFS
652
Wilmington Savings Fund Society
Delaware
$234K +$19.1K +194 +9%
EWM
653
Empirical Wealth Management
Washington
$232K +$232K +2,351 New
AFC
654
AFT Forsyth & Company
Florida
$232K +$232K +2,355 New
RT
655
Rockland Trust
Massachusetts
$228K -$4.92K -50 -2%
SPI
656
Santori & Peters Inc
Pennsylvania
$228K +$228K +2,428 New
HCP
657
Holt Capital Partners
Texas
$227K -$338K -3,427 -60%
JIC
658
JRM Investment Counsel
Nebraska
$227K – – –
JFG
659
JMG Financial Group
Illinois
$226K – – –
SFP
660
Shepherd Financial Partners
Massachusetts
$225K – – –
JFA
661
Johanson Financial Advisors
California
$225K +$1.08K +11 +0.5%
ECM
662
Elgethun Capital Management
South Dakota
$224K – – –
RMCM
663
Reynders McVeigh Capital Management
Massachusetts
$222K -$19K -193 -8%
SNT
664
Security National Trust
West Virginia
$222K – – –
GP
665
Girard Partners
Pennsylvania
$219K -$17.4K -176 -7%
AWM
666
AllSquare Wealth Management
New York
$217K – – –
WKWM
667
Walter & Keenan Wealth Management
Indiana
$217K – – –
FEG
668
Financial Enhancement Group
Indiana
$216K -$6.2K -63 -3%
GD
669
Grandfield & Dodd
New York
$216K – – –
CB
670
CNB Bank
Pennsylvania
$214K +$214K +2,176 New
BCM
671
BTR Capital Management
California
$213K -$9.07K -92 -4%
CA
672
Commerzbank Aktiengesellschaft
Germany
$212K – – –
SDWMA
673
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K – – –
HCA
674
Harbour Capital Advisors
Virginia
$212K – – –
B
675
Brightworth
Georgia
$209K -$116K -1,175 -36%
25 26
27
28 29