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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 %
TL
726
TrueWealth LLC
Georgia
$118K – – –
SFSG
727
Stearns Financial Services Group
North Carolina
$118K +$118K +1,182 New
BAM
728
Barrett Asset Management
New York
$117K – – –
PAI
729
Pittenger & Anderson Inc
Nebraska
$115K -$12K -120 -9%
ME
730
McIlrath & Eck
Washington
$111K -$3.29K -33 -3%
SCA
731
Stuart Chaussee & Associates
California
$107K – – –
WEC
732
Winslow Evans & Crocker
Massachusetts
$106K – – –
FC
733
Ferris Capital
Massachusetts
$105K +$105K +1,050 New
PWAG
734
Polaris Wealth Advisory Group
California
$105K +$105K +1,050 New
WOC
735
West Oak Capital
California
$105K – – –
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$104K – – –
GI
737
Gradient Investments
Minnesota
$102K +$74.7K +3,009 +273%
S
738
SignatureFD
Georgia
$97K -$9.45K -95 -9%
CB
739
Community Bank
New York
$96K – – –
MAM
740
Meeder Asset Management
Ohio
$95K – – –
FPB
741
First PREMIER Bank
South Dakota
$95K – – –
HDIM
742
Hanson & Doremus Investment Management
Vermont
$93K – – –
IBOK
743
Independence Bank of Kentucky
Kentucky
$88K – – –
SIAS
744
Shine Investment Advisory Services
Colorado
$81K – – –
IGGA
745
Iron Gate Global Advisors
Utah
$80K +$80K +794 New
FEG
746
Financial Enhancement Group
Indiana
$78K +$4.18K +42 +6%
CDIA
747
Capital Directions Investment Advisors
Georgia
$78K +$17.1K +171 +28%
BWM
748
Baystate Wealth Management
Massachusetts
$76K +$588 +6 +0.8%
UBS AM
749
UBS AM
Illinois
$74.6K +$3.49K +35 +5%
VCM
750
Vigilant Capital Management
Maine
$73K – – –
28 29
30
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