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iShares Select Dividend ETF
DVY

Overview Fund Activity

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$463M
2
Goldman Sachs
Goldman Sachs
New York
$85.4M
3
Morgan Stanley
Morgan Stanley
New York
$490M
4
GT
Glenmede Trust
Pennsylvania
$22.9M
5
PAG
Private Advisor Group
New Jersey
$25.6M

Top Sellers

1
BlackRock
BlackRock
New York
$77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.6M
3
UBS Group
UBS Group
Switzerland
$149M
4
BTS
BB&T Securities
Virginia
$14.4M
5
UCFA
United Capital Financial Advisors
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$164K -$3K -30 -2%
BCA
702
Bray Capital Advisors
Florida
$162K -$41.4K -415 -20%
RCG
703
Ruggie Capital Group
Florida
$161K – – –
TIM
704
Tortoise Investment Management
New York
$159K +$79.3K +796 +100%
MFBTD
705
MB Financial Bank - Trust Department
Illinois
$158K – – –
HWM
706
Holloway Wealth Management
Florida
$154K – – –
RWA
707
Ropes Wealth Advisors
Massachusetts
$152K – – –
PGWM
708
Parisi Gray Wealth Management
New Jersey
$151K – – –
PR
709
Payden & Rygel
California
$150K – – –
CFD
710
Creative Financial Designs
Indiana
$147K – – –
TCOV
711
Trust Company of Vermont
Vermont
$145K – – –
TC
712
Truvestments Capital
Florida
$144K +$144K +1,440 New
LA
713
Legacy Advisors
Pennsylvania
$143K -$29.1K -290 -17%
BFEC
714
Benjamin F. Edwards & Company
Missouri
$142K +$15.6K +157 +12%
ATC
715
Adirondack Trust Company
New York
$141K – – –
DWM
716
Destination Wealth Management
California
$140K – – –
MWPCG
717
Measured Wealth Private Client Group
New Hampshire
$140K +$140K +1,404 New
MWM
718
MinichMacGregor Wealth Management
New York
$133K – – –
EWM
719
Edge Wealth Management
New York
$132K – – –
FFW
720
Fusion Family Wealth
New York
$130K – – –
TFS
721
TrustCore Financial Services
Tennessee
$129K +$84.7K +851 +191%
AA
722
AlphaMark Advisors
Kentucky
$125K -$26.5K -265 -17%
ICM
723
IMS Capital Management
Oregon
$125K +$125K +1,250 New
FIB
724
First Interstate Bank
Montana
$124K – – –
WWM
725
Wagner Wealth Management
South Carolina
$119K +$32.4K +325 +37%
27 28
29
30 31