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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 %
MFBTD
701
MB Financial Bank - Trust Department
Illinois
$154K +$124K +1,258 +419%
CDIA
702
Capital Directions Investment Advisors
Georgia
$152K -$35.8K -363 -19%
PGWM
703
Parisi Gray Wealth Management
New Jersey
$150K +$150K +1,516 New
AA
704
AlphaMark Advisors
Kentucky
$149K +$9.84K +100 +7%
WCM
705
Whitener Capital Management
North Carolina
$149K +$149K +1,519 New
PR
706
Payden & Rygel
California
$148K – – –
MMG
707
Monetary Management Group
Missouri
$148K +$20.7K +210 +16%
CFD
708
Creative Financial Designs
Indiana
$145K – – –
TCOV
709
Trust Company of Vermont
Vermont
$143K -$4.93K -50 -3%
ATC
710
Adirondack Trust Company
New York
$139K +$31.5K +320 +29%
JFA
711
JNBA Financial Advisors
Minnesota
$138K – – –
FFW
712
Fusion Family Wealth
New York
$135K – – –
HDIM
713
Hanson & Doremus Investment Management
Vermont
$133K -$10.3K -105 -7%
EWM
714
Edge Wealth Management
New York
$130K -$39.8K -405 -23%
ME
715
McIlrath & Eck
Washington
$130K +$130K +1,323 New
BFEC
716
Benjamin F. Edwards & Company
Missouri
$127K +$2.37K +24 +2%
IBOK
717
Independence Bank of Kentucky
Kentucky
$127K +$127K +1,292 New
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$125K -$149K -1,502 -54%
PAI
719
Pittenger & Anderson Inc
Nebraska
$125K – – –
AWA
720
Acorn Wealth Advisors
Michigan
$125K +$125K +1,259 New
FIB
721
First Interstate Bank
Montana
$122K – – –
FA
722
Fortis Advisors
Pennsylvania
$119K – – –
BAM
723
Barrett Asset Management
New York
$116K -$19.7K -200 -15%
SIAS
724
Shine Investment Advisory Services
Colorado
$109K +$28.7K +290 +36%
BWA
725
BDO Wealth Advisors
Florida
$108K +$71.9K +730 +199%
27 28
29
30 31