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iShares Select Dividend ETF
DVY

Overview Fund Activity

640 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 219 increasing their positions, 228 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
17.1%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.44%
New
43
Increased
219
Reduced
228
Closed
28
Calls
$43.6M
Puts
$116M
Net Calls
-$72.1M
Net Calls Change
-$72.7M

Top Buyers

1
NLI
Nippon Life Insurance
Japan
$109M
2
CFS
Commonwealth Financial Services
West Virginia
$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$16.4M
4
SB
Suntrust Banks
Georgia
$189M
5
HNB
Huntington National Bank
Ohio
$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$505K
2
Bank of America
Bank of America
North Carolina
$908M
3
WP
WealthPLAN Partners
Nebraska
$1.52M
4
SF
Synovus Financial
Georgia
$23.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
51
Moneta Group Investment Advisors
Missouri
$19.9M +$1.68M +19,556 +9%
LIA
52
LBMC Investment Advisors
Tennessee
$19.3M -$106K -1,240 -0.5%
CFB
53
Cullen/Frost Bankers
Texas
$18.4M -$22.3K -260 -0.1%
LW
54
Linscomb Wealth
Texas
$18.2M -$347K -4,049 -2%
CA
55
Cetera Advisors
Colorado
$17.9M -$244K -2,850 -1%
NSIM
56
North Star Investment Management
Illinois
$17.4M +$187K +2,177 +1%
GW
57
GW & Wade
Massachusetts
$17.3M +$31.8K +371 +0.2%
HFA
58
High Falls Advisors
New York
$17.2M -$7.05M -82,309 -29%
V
59
Veritable
Delaware
$16.9M -$454K -5,298 -3%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$16.6M +$4.31M +50,270 +35%
IC
61
Iconiq Capital
California
$16.5M -$974K -11,362 -6%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$16.4M +$11M +128,166 +203%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$16.1M -$15.7M -183,342 -49%
Stifel Financial
64
Stifel Financial
Missouri
$15.8M -$318K -3,710 -2%
FNBTCON
65
First National Bank & Trust Co of Newtown
Pennsylvania
$15.5M +$498K +5,810 +3%
PAG
66
Private Advisor Group
New Jersey
$14.7M +$757K +8,980 +5%
AG
67
Advisor Group
Arizona
$14.6M -$5.09M -59,378 -26%
MFS
68
MSI Financial Services
Massachusetts
$14.4M +$1.75M +20,471 +14%
SAS
69
Stelac Advisory Services
New York
$14.3M -$1.25M -14,675 -8%
CCM
70
Covington Capital Management
California
$13.3M +$411K +3,362 +3%
HighTower Advisors
71
HighTower Advisors
Illinois
$12.8M +$1.37M +15,961 +12%
IA
72
IFP Advisors
Florida
$12.6M +$6.73M +78,573 +115%
UCFA
73
United Capital Financial Advisors
Texas
$12.5M +$1.07M +12,523 +9%
TCM
74
Twele Capital Management
Minnesota
$12.4M -$62.7K -732 -0.5%
FAT
75
First American Trust
California
$12M +$4.66M +54,362 +63%
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