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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
1
Goldman Sachs
New York
$85.4M
2
BlackRock
2
BlackRock
New York
$84M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$63.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72M
5
Mariner
5
Mariner
Kansas
$24.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$860M
2
MHI
2
Miller Howard Investments
New York
$5.46M
3
Wells Fargo
3
Wells Fargo
California
$521M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$11M +$530K +5,399 +5%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$10.6M +$844K +8,598 +9%
PFP
78
Pinnacle Financial Partners
Tennessee
$10.1M +$905K +9,216 +10%
PP
79
Prudential plc
United Kingdom
$9.58M – – –
NSIM
80
North Star Investment Management
Illinois
$9.27M -$165K -1,685 -2%
LP
81
LGL Partners
Pennsylvania
$9.04M +$2.31M +23,521 +34%
MCM
82
Maxim Capital Management
California
$8.68M +$1.81M +18,453 +26%
SAS
83
Stelac Advisory Services
New York
$8.68M – – –
VA
84
Valmark Advisers
Ohio
$8.32M +$519K +5,289 +7%
LF
85
Lee Financial
Texas
$8.31M -$675K -6,875 -8%
KIA
86
KCM Investment Advisors
California
$8.12M -$73.7K -751 -0.9%
CAN
87
Cetera Advisor Networks
California
$8.09M +$656K +6,680 +9%
WLIM
88
White Lighthouse Investment Management
Massachusetts
$8.07M +$308K +3,142 +4%
Deutsche Bank
89
Deutsche Bank
Germany
$7.86M +$372K +3,794 +5%
SPIA
90
Steward Partners Investment Advisory
New York
$7.58M +$215K +2,194 +3%
GAG
91
GM Advisory Group
New York
$7.51M -$4.85M -49,348 -39%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$7.49M +$117K +1,193 +2%
WAG
93
Winthrop Advisory Group
Massachusetts
$7.41M -$928K -9,399 -11%
AAS
94
Avantax Advisory Services
Texas
$7.31M +$1.12M +11,422 +18%
LI
95
Longer Investments
Arkansas
$7.2M +$426K +4,335 +6%
SCA
96
Stonebridge Capital Advisors
Minnesota
$7.05M +$223K +2,275 +3%
IA
97
IFG Advisory
Georgia
$7.04M +$306K +3,121 +5%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$7.03M -$5.15M -52,427 -42%
DBIA
99
Dumont & Blake Investment Advisors
New Jersey
$6.87M -$22.5K -229 -0.3%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$6.83M -$51.3K -523 -0.7%
2 3
4
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