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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 %
BCI
876
Brinker Capital Investments
Pennsylvania
$22K – – –
MFT
877
Moisand Fitzgerald Tamayo
Florida
$21K – – –
HR
878
Howe & Rusling
New York
$20K – – –
DBT
879
Dubuque Bank & Trust
Iowa
$20K – – –
AP
880
Atwood & Palmer
Missouri
$20K – – –
HCM
881
Highlander Capital Management
New Jersey
$20K – – –
MDCM
882
Morgan Dempsey Capital Management
Wisconsin
$17K – – –
PK
883
Pflug Koory
Nebraska
$15K – – –
BHWM
884
Bay Harbor Wealth Management
Maryland
$14K -$11.3K -114 -45%
LWM
885
Liberty Wealth Management
California
$14K – – –
AC
886
Avestar Capital
New York
$12K – – –
RFA
887
Reilly Financial Advisors
California
$12K +$12K +120 New
HFM
888
Hartford Financial Management
Connecticut
$11K – – –
TA
889
TCG Advisors
Texas
$11K +$11K +110 New
CF
890
Centaurus Financial
California
$10.9K +$2.4K +236 +28%
DAM
891
Delta Asset Management
Tennessee
$10K – – –
KTC
892
Kistler-Tiffany Companies
Pennsylvania
$8K -$8.1K -80 -50%
JPLA
893
Joseph P. Lucia & Associates
New York
$7.74K +$7.74K +774,365 New
EWM
894
Executive Wealth Management
Michigan
$6K – – –
PFSC
895
Peoples Financial Services Corp
Pennsylvania
$5K – – –
LGWM
896
Litman Gregory Wealth Management
California
$5K – – –
SFA
897
Stewardship Financial Advisors
Georgia
$4K – – –
AIM
898
Astor Investment Management
Illinois
$3K -$308K -3,485 -99%
APC
899
Aspire Private Capital
North Carolina
$3K -$5.81K -60 -66%
IRC
900
Investors Research Corp
Georgia
$2K +$2K +16 New
34 35
36
37 38