DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
676
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
RWA
677
Ropes Wealth Advisors
Massachusetts
$20K -$51.8K -583 -72%
CWM
678
Catamount Wealth Management
Connecticut
$20K – – –
MRCM
679
M&R Capital Management
New Jersey
$19K +$259 +3 +1%
First Manhattan
680
First Manhattan
New York
$19K +$8.47K +99 +80%
HCM
681
Highlander Capital Management
New Jersey
$18K – – –
LWMT
682
Legacy Wealth Management (Tennessee)
Tennessee
$17.2K +$17.2K +194 New
BKA
683
Brick & Kyle Associates
Pennsylvania
$15K – – –
MDCM
684
Morgan Dempsey Capital Management
Wisconsin
$15K – – –
DPA
685
Delphi Private Advisors
California
$14K – – –
CP
686
Corbenic Partners
Pennsylvania
$13K -$461 -5 -3%
TCM
687
Tradewinds Capital Management
Washington
$11K – – –
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$9K -$29.5K -325 -77%
DAM
689
Delta Asset Management
Tennessee
$9K – – –
QAM
690
QCI Asset Management
New York
$9K – – –
DOA
691
D'Orazio & Associates
Virginia
$9K – – –
TDC
692
Thompson Davis & Co
Virginia
$9K – – –
TRCT
693
Tower Research Capital (TRC)
New York
$7K -$2.32M -24,513 -100%
BGC
694
Blue Granite Capital
South Carolina
$7K +$7K +75 New
AIM
695
Advantage Investment Management
Iowa
$4K – – –
AF
696
Arrow Financial
New York
$4K +$4K +47 New
PWM
697
Perigon Wealth Management
California
$3K -$2.17K -26 -42%
AIA
698
Arrow Investment Advisors
Maryland
– -$22.1M -257,876 Closed
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
– -$6.05M -70,650 Closed
DWA
700
Dorsey Wright & Associates
California
– -$5.93M -69,155 Closed
26 27
28
29 30