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iShares Select Dividend ETF
DVY

Overview Fund Activity

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$151M
2
Goldman Sachs
2
Goldman Sachs
New York
$65.2M
3
Wells Fargo
3
Wells Fargo
California
$551M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.2M
5
Northern Trust
5
Northern Trust
Illinois
$249M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.2M
2
CL
2
Cabana LLC
Arkansas
$1.08M
3
HNB
3
Huntington National Bank
Ohio
$15.9M
4
FSA
4
Financial Sense Advisors
California
$739K
5
US Bancorp
5
US Bancorp
Minnesota
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$19.7M +$89.1K +874 +0.5%
FNBTCON
52
First National Bank & Trust Co of Newtown
Pennsylvania
$19.3M -$28.5K -280 -0.1%
CFB
53
Cullen/Frost Bankers
Texas
$18.9M -$80.9K -794 -0.4%
Creative Planning
54
Creative Planning
Kansas
$18.9M +$448K +4,392 +2%
MGM
55
Miura Global Management
New York
$17.8M – – –
BTS
56
BB&T Securities
Virginia
$16.9M +$1.03M +10,133 +7%
PC
57
Port Capital
Illinois
$16.7M -$1.85M -18,140 -10%
NAM
58
NorthCoast Asset Management
Connecticut
$16.6M +$1.41M +13,852 +9%
V
59
Veritable
Delaware
$16.6M – – –
HNB
60
Huntington National Bank
Ohio
$15.9M -$15.5M – –
AF
61
Ally Financial
Michigan
$15.8M – – –
IWS
62
Insight Wealth Strategies
California
$15.4M +$1.29M +12,651 +9%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$15M -$145K -1,427 -1%
OWA
64
One Wealth Advisors
California
$14.9M +$329K +3,228 +2%
FTI
65
Fiduciary Trust International
Massachusetts
$14.5M +$797K +7,822 +6%
AAIM
66
Asset Advisors Investment Management
Georgia
$13.9M -$8.44M -82,740 -38%
LW
67
Linscomb Wealth
Texas
$13.9M +$5.4K +53 +0%
NEAM
68
New England Asset Management
Connecticut
$13.8M – – –
CA
69
Cetera Advisors
Colorado
$13.6M -$347K -3,405 -2%
PCIA
70
Prime Capital Investment Advisors
Kansas
$13.3M +$998K +9,792 +8%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$13.2M +$482K +4,725 +4%
UCFA
72
United Capital Financial Advisors
Texas
$13.1M +$1.78M +17,442 +16%
William Blair & Company
73
William Blair & Company
Illinois
$12.4M -$217K -2,127 -2%
BFA
74
Beaumont Financial Advisors
Massachusetts
$12.4M -$518K -5,084 -4%
NAM
75
NTV Asset Management
West Virginia
$12.2M -$37.8K -371 -0.3%
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