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iShares Select Dividend ETF
DVY

Overview Fund Activity

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M

Top Buyers

1
CL
Cabana LLC
Arkansas
$63.1M
2
Morgan Stanley
Morgan Stanley
New York
$555M
3
MGM
Miura Global Management
New York
$17.4M
4
AF
Ally Financial
Michigan
$15.4M
5
SW
SVB Wealth
Massachusetts
$9.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$1.66M
2
SB
Suntrust Banks
Georgia
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
Goldman Sachs
Goldman Sachs
New York
$52.2M
5
HNB
Huntington National Bank
Ohio
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
851
Cascade Investment Advisors
Oregon
$32.4K -$4.98K -50 -13%
EK
852
Evensky & Katz
Florida
$32K -$212K -2,146 -87%
NCM
853
Northstar Capital Management
New York
$32K – – –
FA
854
Fortis Advisors
Pennsylvania
$32K +$31.8K +318 +15,900%
POIA
855
Pin Oak Investment Advisors
Texas
$31K – – –
ADL
856
Asset Dedication LLC
California
$30K -$1.13M -11,289 -97%
GI
857
Gradient Investments
Minnesota
$30K -$13.7K -137 -31%
PFO
858
Pathstone Family Office
New Jersey
$30K +$298 +3 +1%
TF
859
TimeScale Financial
Massachusetts
$29K +$29K +290 New
BWA
860
Burt Wealth Advisors
Maryland
$28K -$69K -700 -71%
PWP
861
Personal Wealth Partners
Minnesota
$28K +$28K +280 New
TFA
862
Toth Financial Advisory
Virginia
$27K +$201 +2 +0.7%
JCM
863
Jacobi Capital Management
Pennsylvania
$25K +$196 +2 +0.8%
GT
864
Glenmede Trust
Pennsylvania
$24K +$27 +270 +0.1%
MRCM
865
M&R Capital Management
New Jersey
$23K +$192 +2 +0.8%
TCM
866
Tradewinds Capital Management
Washington
$22K -$5.7K -57 -21%
MFT
867
Moisand Fitzgerald Tamayo
Florida
$21K – – –
FLPIM
868
F.L. Putnam Investment Management
Massachusetts
$21K +$21K +213 New
HR
869
Howe & Rusling
New York
$20K – – –
AP
870
Atwood & Palmer
Missouri
$20K – – –
HCM
871
Highlander Capital Management
New Jersey
$20K – – –
AAP
872
Arax Advisory Partners
Colorado
$20K +$20K +200 New
MDCM
873
Morgan Dempsey Capital Management
Wisconsin
$17K – – –
PK
874
Pflug Koory
Nebraska
$16K – – –
AG
875
Aperio Group
California
$16K +$16K +157 New
33 34
35
36 37