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iShares Select Dividend ETF
DVY

Overview Fund Activity

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Wells Fargo
Wells Fargo
California
$603M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
MHI
Miller Howard Investments
New York
$137M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
BAM
Brave Asset Management
New Jersey
$1.34M
2
Goldman Sachs
Goldman Sachs
New York
$63.1M
3
HNB
Huntington National Bank
Ohio
$13M
4
SAS
Stelac Advisory Services
New York
$8.68M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
776
Community Bank
New York
$86K – – –
FPB
777
First PREMIER Bank
South Dakota
$86K – – –
MAM
778
Meeder Asset Management
Ohio
$85K – – –
HDIM
779
Hanson & Doremus Investment Management
Vermont
$83K – – –
Loomis, Sayles & Company
780
Loomis, Sayles & Company
Massachusetts
$83K +$83K +925 New
LWANC
781
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K +$81K +902 New
IBOK
782
Independence Bank of Kentucky
Kentucky
$79K – – –
FEG
783
Financial Enhancement Group
Indiana
$78K – – –
SIAS
784
Shine Investment Advisory Services
Colorado
$73K – – –
WANY
785
Wealthspire Advisors (New York)
New York
$73K +$73K +816 New
AQA
786
Alpha Quant Advisors
Texas
$72K +$72K +802 New
ME
787
McIlrath & Eck
Washington
$71K -$28.8K -322 -29%
HWM
788
Holloway Wealth Management
Florida
$69K -$154K – –
CWM
789
Catamount Wealth Management
Connecticut
$69K – – –
VCM
790
Vigilant Capital Management
Maine
$65K – – –
HI
791
Hudock Inc
Pennsylvania
$63K +$265 +3 +0.4%
CT
792
Clearstead Trust
Maine
$63K +$63K +700 New
UBS AM
793
UBS AM
Illinois
$62.5K -$4.29K -48 -6%
BAMG
794
Brand Asset Management Group
Missouri
$61K – – –
FMII
795
Farmers & Merchants Investments Inc
Nebraska
$59K -$34.3K -382 -37%
BWP
796
Baldwin Wealth Partners
Massachusetts
$58K – – –
FCB
797
First Command Bank
Texas
$58K – – –
FCFS
798
First Command Financial Services
Texas
$58K – – –
PCM
799
Princeton Capital Management
New Jersey
$58K +$269 +3 +0.5%
JCM
800
Julex Capital Management
Massachusetts
$55K +$55K +625 New
30 31
32
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