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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 %
LWM
876
Liberty Wealth Management
California
$15K – – –
RFA
877
Reilly Financial Advisors
California
$12K – – –
AC
878
Avestar Capital
New York
$12K – – –
MCM
879
Manchester Capital Management
Vermont
$11K -$59.8K -609 -84%
HFM
880
Hartford Financial Management
Connecticut
$11K – – –
TA
881
TCG Advisors
Texas
$11K – – –
PWMG
882
Prestige Wealth Management Group
New Jersey
$10K -$23.7K -237 -70%
DAM
883
Delta Asset Management
Tennessee
$10K – – –
KTC
884
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
MWM
885
Meridian Wealth Management
Kentucky
$7.84K +$15 +15 +0.2%
CI
886
CX Institutional
Indiana
$7K -$1.22M -12,073 -99%
GFPC
887
Global Financial Private Capital
Florida
$6K -$3.82M -41,360 -100%
LGWM
888
Litman Gregory Wealth Management
California
$5K – – –
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$5K – – –
MF
890
Manchester Financial
California
$5K +$5K +50 New
BCA
891
Berman Capital Advisors
Georgia
$5K +$5K +53 New
SFA
892
Stewardship Financial Advisors
Georgia
$4K – – –
BRWM
893
B. Riley Wealth Management
Tennessee
$3.26K -$458 -4,604 -12%
SFA
894
Semmax Financial Advisors
North Carolina
$3K -$38.4K -422 -93%
AIM
895
Astor Investment Management
Illinois
$3K – – –
CPIA
896
Cornell Pochily Investment Advisors
New York
$1.62K +$53 +537 +3%
Barclays
897
Barclays
United Kingdom
$1K -$129K -1,165 -99%
BHWM
898
Bay Harbor Wealth Management
Maryland
$1K -$9.07K -127 -90%
WIM
899
Westside Investment Management
California
$213 +$213 +2,147 New
OMC
900
Old Mission Capital
Illinois
– -$3.09M -31,489 Closed
34 35
36
37 38