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iShares Select Dividend ETF
DVY

Overview Fund Activity

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$151M
2
Goldman Sachs
Goldman Sachs
New York
$65.2M
3
Wells Fargo
Wells Fargo
California
$551M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.2M
5
Northern Trust
Northern Trust
Illinois
$249M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22.2M
2
CL
Cabana LLC
Arkansas
$1.08M
3
HNB
Huntington National Bank
Ohio
$15.9M
4
FSA
Financial Sense Advisors
California
$739K
5
US Bancorp
US Bancorp
Minnesota
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
901
Advocacy Wealth Management Services
Georgia
$10K +$10K +94 New
TF
902
TLWM Financial
Texas
$10K +$10K +100 New
QCG
903
Quadrant Capital Group
Ohio
$9K +$9K +90 New
LTI
904
Laffer Tengler Investments
Tennessee
$6.02K +$6.02K +59 New
KWA
905
KCS Wealth Advisory
California
$5.1K +$5.1K +50 New
GFPC
906
Global Financial Private Capital
Florida
$5K -$2.07K -19 -29%
PFSC
907
Peoples Financial Services Corp
Pennsylvania
$5K – – –
LGWM
908
Litman Gregory Wealth Management
California
$5K – – –
CI
909
CX Institutional
Indiana
$4K -$3.46K -32 -46%
SFA
910
Stewardship Financial Advisors
Georgia
$4K – – –
SFA
911
Semmax Financial Advisors
North Carolina
$3K -$414 -4 -12%
AIM
912
Astor Investment Management
Illinois
$3K – – –
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$2K -$6.32K -60 -76%
BHWM
914
Bay Harbor Wealth Management
Maryland
$1K – – –
SWP
915
Strategic Wealth Partners
Ohio
$892 -$21 -209 -2%
AMCA
916
Arthur M. Cohen & Associates
Illinois
$891 -$73 -719 -8%
VF
917
Virtu Financial
New York
– -$3.66M -36,765 Closed
RCAG
918
Rehmann Capital Advisory Group
Michigan
– -$1.24M -12,504 Closed
FTS
919
Fifth Third Securities
Ohio
– -$1.14M -11,426 Closed
HCM
920
Hollencrest Capital Management
California
– -$1.08M -10,886 Closed
MPI
921
Mairs & Power Inc
Minnesota
– -$598K -6,005 Closed
AWA
922
Alaska Wealth Advisors
Alaska
– -$567K -5,775 Closed
OFS
923
OneAscent Financial Services
Alabama
– -$412K -4,136 Closed
MG
924
Mather Group
Illinois
– -$269K -2,704 Closed
MWA
925
Meridian Wealth Advisors
Texas
– -$265K -2,665 Closed
35 36
37
38 39