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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 %
KJWM
726
Kiley Juergens Wealth Management
Washington
$106K +$106K +1,080 New
WEC
727
Winslow Evans & Crocker
Massachusetts
$104K -$6.51K -66 -6%
MOS
728
MGO One Seven
Ohio
$103K +$103K +1,042 New
KF
729
Krilogy Financial
Missouri
$102K – – –
MAM
730
Meeder Asset Management
Ohio
$99K -$1.58K -16 -2%
WAM
731
Wolverine Asset Management
Illinois
$99K +$78.2K +800 +376%
CB
732
Community Bank
New York
$94K – – –
FPB
733
First PREMIER Bank
South Dakota
$94K – – –
VCM
734
Vigilant Capital Management
Maine
$92K – – –
AF
735
Advisornet Financial
Minnesota
$91K +$91K +922 New
GAM
736
Gemmer Asset Management
California
$90K +$20.2K +206 +29%
BWP
737
Baldwin Wealth Partners
Massachusetts
$86K -$2.46K -25 -3%
CTB
738
Country Trust Bank
Illinois
$85K – – –
CCM
739
Cribstone Capital Management
Maine
$84K +$2.46K +25 +3%
WAM
740
Watermark Asset Management
California
$82K -$4.23K -43 -5%
HFP
741
Holistic Financial Partners
Indiana
$82K +$82K +835 New
TIM
742
Tortoise Investment Management
New York
$81K – – –
GI
743
Gradient Investments
Minnesota
$81K +$81K +823 New
RWA
744
Ropes Wealth Advisors
Massachusetts
$80K -$3.24K -33 -4%
GRP
745
Global Retirement Partners
California
$78K – – –
BWM
746
Baystate Wealth Management
Massachusetts
$77K – – –
FCB
747
First Command Bank
Texas
$76K – – –
FCFS
748
First Command Financial Services
Texas
$76K – – –
SIS
749
Sound Income Strategies
Florida
$76K +$76K +793 New
SFC
750
SYM Financial Corp
Indiana
$74K +$74K +750 New
28 29
30
31 32