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iShares Select Dividend ETF
DVY

Overview Fund Activity

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$496M
2
M&T Bank
M&T Bank
New York
$24.6M
3
MHI
Miller Howard Investments
New York
$29.1M
4
Northern Trust
Northern Trust
Illinois
$204M
5
CL
CPWM LLC
Washington
$12M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
Wells Fargo
Wells Fargo
California
$394M
4
Bank of America
Bank of America
North Carolina
$619M
5
Truist Financial
Truist Financial
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
901
Bogart Wealth LLC
Virginia
$2K +$2K +29 New
NL
902
NWAM LLC
Washington
$1.66K +$99 +1,345 +6%
BHWM
903
Bay Harbor Wealth Management
Maryland
$1K +$125 +2 +14%
AW
904
Avion Wealth
Texas
$1K +$1K +10 New
WA
905
WBH Advisory
Maryland
$736 -$243 -3,307 -25%
CCT
906
Capital City Trust
Florida
$344 – – –
MLL
907
Moody Lynn & Lieberson
Massachusetts
$265 -$4 -60 -2%
WIM
908
Westside Investment Management
California
$148 +$148 +2,024 New
NLI
909
Nippon Life Insurance
Japan
– -$196M -1,857,700 Closed
RJFSA
910
Raymond James Financial Services Advisors
Florida
– -$48.5M -458,934 Closed
JFA
911
Johanson Financial Advisors
California
– -$1.93M -203,977 Closed
MGM
912
Miura Global Management
New York
– -$18.5M -175,000 Closed
CSIA
913
Charles Schwab Investment Advisory
California
– -$11.5M -109,162 Closed
CWM
914
Chicago Wealth Management
Illinois
– -$9.61M -90,974 Closed
FCC
915
Florin Court Capital
United Kingdom
– -$5.25M -49,637 Closed
Capital Fund Management (CFM)
916
Capital Fund Management (CFM)
France
– -$4.07M -38,562 Closed
Millennium Management
917
Millennium Management
New York
– -$3.93M -37,144 Closed
CGFA
918
Colton Groome Financial Advisors
North Carolina
– -$2.97M -28,144 Closed
PWAP
919
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$2.76M -26,126 Closed
JWCA
920
J.W. Cole Advisors
Florida
– -$2.62M -24,830 Closed
AP
921
Advisors Preferred
Maryland
– -$2.22M -20,974 Closed
RGIA
922
Rainier Group Investment Advisory
Washington
– -$2.08M -19,718 Closed
AI
923
Atria Investments
North Carolina
– -$2.03M -19,161 Closed
HBWM
924
Hollow Brook Wealth Management
New York
– -$2.02M -19,108 Closed
GP
925
Geneva Partners
Wisconsin
– -$1.83M -17,309 Closed
35 36
37
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