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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 %
BAM
776
Bruderman Asset Management
New York
$41K -$40.6K -411 -50%
APSP
777
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K -$6.09K -62 -13%
ClearBridge Investments
778
ClearBridge Investments
New York
$40K – – –
BC
779
Barnett & Company
Tennessee
$39K – – –
AIM
780
Arcadia Investment Management
Michigan
$38K -$7.92K -80 -17%
Walleye Trading
781
Walleye Trading
New York
$36K +$36K +359 New
FMTCOCP
782
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K -$20K -200 -36%
JA
783
JOYN Advisors
Georgia
$35K – – –
ANBT
784
American National Bank & Trust
Texas
$35K – – –
WAM
785
Watermark Asset Management
California
$35K +$296 +3 +0.9%
GRP
786
Global Retirement Partners
California
$34K +$2.19K +22 +7%
LFASL
787
Lugano Financial Advisors SA (LFA)
Switzerland
$33K – – –
CGT
788
Capital Guardian Trust
California
$33K +$33K +329 New
NCM
789
Northstar Capital Management
New York
$32K +$32K +325 New
POIA
790
Pin Oak Investment Advisors
Texas
$31K – – –
PA
791
Perennial Advisors
New York
$30K – – –
RMC
792
Resources Management Corp
Connecticut
$29K +$29K +291 New
TFA
793
Toth Financial Advisory
Virginia
$26K +$200 +2 +0.8%
PS
794
Portfolio Strategies
New York
$23K – – –
MRCM
795
M&R Capital Management
New Jersey
$23K +$199 +2 +0.9%
BCI
796
Brinker Capital Investments
Pennsylvania
$22K – – –
MFT
797
Moisand Fitzgerald Tamayo
Florida
$21K – – –
TDC
798
Thompson Davis & Co
Virginia
$21K – – –
HR
799
Howe & Rusling
New York
$20K – – –
DBT
800
Dubuque Bank & Trust
Iowa
$20K – – –
30 31
32
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