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iShares Select Dividend ETF
DVY

Overview Fund Activity

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$85.4M
2
BlackRock
BlackRock
New York
$84M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$63.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$72M
5
Mariner
Mariner
Kansas
$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$860M
2
MHI
Miller Howard Investments
New York
$5.46M
3
Wells Fargo
Wells Fargo
California
$521M
4
Federated Hermes
Federated Hermes
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
851
Israel Discount Bank of New York
New York
$39K – – –
ClearBridge Investments
852
ClearBridge Investments
New York
$39K – – –
BC
853
Barnett & Company
Tennessee
$38K – – –
WF
854
WealthTrust Fairport
Ohio
$38K +$4.9K +50 +15%
CCM
855
Cribstone Capital Management
Maine
$37K – – –
AWM
856
Aevitas Wealth Management
Massachusetts
$37K +$291 +3 +0.8%
CIA
857
Cascade Investment Advisors
Oregon
$36.8K – – –
SIS
858
Sound Income Strategies
Florida
$36K -$2.45K -25 -6%
BCWM
859
Bartlett & Co Wealth Management
Ohio
$35.3K – – –
AF
860
Advisornet Financial
Minnesota
$35K -$24.5K -250 -41%
BC
861
Bartlett & Co
Ohio
$35K – – –
ANBT
862
American National Bank & Trust
Texas
$34K – – –
LB
863
Legacy Bridge
Iowa
$34K – – –
GRP
864
Global Retirement Partners
California
$34K – – –
PWMG
865
Prestige Wealth Management Group
New Jersey
$33K -$1.27K -13 -4%
NCM
866
Northstar Capital Management
New York
$32K – – –
LFASL
867
Lugano Financial Advisors SA (LFA)
Switzerland
$32K – – –
POIA
868
Pin Oak Investment Advisors
Texas
$31K – – –
PFO
869
Pathstone Family Office
New Jersey
$29K +$291 +3 +1%
TCM
870
Tradewinds Capital Management
Washington
$27K +$5.56K +57 +26%
TFA
871
Toth Financial Advisory
Virginia
$26K +$195 +2 +0.8%
JCM
872
Jacobi Capital Management
Pennsylvania
$25K -$22.3K -226 -47%
BMM
873
Buffington Mohr McNeal
Idaho
$25K +$25K +250 New
GT
874
Glenmede Trust
Pennsylvania
$23.6K +$247 +2,516 +1%
MRCM
875
M&R Capital Management
New Jersey
$23K +$194 +2 +0.9%
33 34
35
36 37