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iShares Select Dividend ETF
DVY

Overview Fund Activity

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$63.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$555M
3
MGM
3
Miura Global Management
New York
$17.4M
4
AF
4
Ally Financial
Michigan
$15.4M
5
SW
5
SVB Wealth
Massachusetts
$9.9M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.66M
2
SB
2
Suntrust Banks
Georgia
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.2M
5
HNB
5
Huntington National Bank
Ohio
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
51
First National Bank & Trust Co of Newtown
Pennsylvania
$18.9M -$428K -4,295 -2%
CFB
52
Cullen/Frost Bankers
Texas
$18.6M -$609K -6,117 -3%
EIP
53
Ellis Investment Partners
Pennsylvania
$18.3M +$1M +10,028 +6%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$18.1M +$1.57M +15,788 +9%
PC
55
Port Capital
Illinois
$18.1M +$159K +1,598 +0.9%
Creative Planning
56
Creative Planning
Kansas
$18M +$730K +7,337 +4%
MGM
57
Miura Global Management
New York
$17.4M +$17.4M +175,000 New
Mariner
58
Mariner
Kansas
$17.2M -$7.94M -79,772 -32%
V
59
Veritable
Delaware
$16.2M -$27.9K -280 -0.2%
HNB
60
Huntington National Bank
Ohio
$15.5M -$13.3M – –
BTS
61
BB&T Securities
Virginia
$15.5M +$87.3K +877 +0.6%
AF
62
Ally Financial
Michigan
$15.4M +$15.4M +155,000 New
NAM
63
NorthCoast Asset Management
Connecticut
$14.9M +$396K +3,975 +3%
BWFA
64
Baltimore-Washington Financial Advisors
Maryland
$14.8M +$115K +1,152 +0.8%
OWA
65
One Wealth Advisors
California
$14.3M +$823K +8,265 +6%
IWS
66
Insight Wealth Strategies
California
$13.8M +$1.78M +17,864 +15%
CA
67
Cetera Advisors
Colorado
$13.6M +$172K +1,727 +1%
LW
68
Linscomb Wealth
Texas
$13.5M -$36.6K -368 -0.3%
NEAM
69
New England Asset Management
Connecticut
$13.5M – – –
MML Investors Services
70
MML Investors Services
Massachusetts
$13.5M -$41.4K -416 -0.3%
FTI
71
Fiduciary Trust International
Massachusetts
$13.4M -$1.14M -11,409 -8%
Citadel Advisors
72
Citadel Advisors
Florida
$12.8M +$1.55M +15,598 +14%
BFA
73
Beaumont Financial Advisors
Massachusetts
$12.6M +$1.06M +10,598 +9%
MHI
74
Miller Howard Investments
New York
$12.5M +$6.97M +70,045 +126%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$12.4M +$737K +7,401 +6%
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