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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 %
Koshinski Asset Management
901
Koshinski Asset Management
Illinois
$789 -$589 -5,994 -43%
Federated Hermes
902
Federated Hermes
Pennsylvania
– -$83.7M -936,853 Closed
GKIM
903
GW&K Investment Management
Massachusetts
– -$22.9M -256,672 Closed
SCM
904
Sterling Capital Management
North Carolina
– -$13.6M -152,827 Closed
SCCM
905
Schafer Cullen Capital Management
New York
– -$7.89M -88,309 Closed
TAM
906
Tocqueville Asset Management
New York
– -$4.16M -46,545 Closed
FIG
907
FundX Investment Group
California
– -$4.1M -45,949 Closed
PFS
908
Prospera Financial Services
Texas
– -$3.42M -38,236 Closed
CCWA
909
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.85M -31,870 Closed
Susquehanna International Group
910
Susquehanna International Group
Pennsylvania
– -$2.63M -29,469 Closed
VWM
911
Venturi Wealth Management
Texas
– -$2.5M -28,300 Closed
CCP
912
Cardan Capital Partners
Colorado
– -$1.99M -22,300 Closed
DP
913
Dearborn Partners
Illinois
– -$1.75M -19,568 Closed
Renaissance Technologies
914
Renaissance Technologies
New York
– -$893K -10,000 Closed
Simplex Trading
915
Simplex Trading
Illinois
– -$862K -9,658 Closed
LPC
916
Loeb Partners Corp
New York
– -$820K -9,175 Closed
GCMG
917
Gyroscope Capital Management Group
Florida
– -$767K -8,588 Closed
Voloridge Investment Management
918
Voloridge Investment Management
Florida
– -$539K -6,039 Closed
BA
919
Bristlecone Advisors
Washington
– -$498K -5,577 Closed
AAM
920
Advisors Asset Management
Colorado
– -$477K -5,346 Closed
S
921
Surevest
California
– -$452K -5,065 Closed
MIA
922
MainStreet Investment Advisors
Illinois
– -$376K -4,215 Closed
EWM
923
Empirical Wealth Management
Washington
– -$373K -4,173 Closed
QAM
924
Questar Asset Management
Minnesota
– -$350K -3,923 Closed
LC
925
Lourd Capital
California
– -$320K -3,578 Closed
35 36
37
38 39