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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$563M
2
BlackRock
2
BlackRock
New York
$148M
3
EWF
3
Epstein & White Financial
California
$22.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$467M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$109M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
2
Bank of America
North Carolina
$923M
3
SB
3
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$100M
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
101
Highland Capital Management (Tennessee)
Tennessee
$7.55M 76,648 +370 +0.5%
FWP
102
FAS Wealth Partners
Kansas
$7.53M 76,357 +372 +0.5%
William Blair & Company
103
William Blair & Company
Illinois
$7.43M 75,337 -165 -0.2%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$7.41M 75,197 +75,197 New
ANB
105
Amarillo National Bank
Texas
$7.3M 74,045 +75 +0.1%
Citigroup
106
Citigroup
New York
$7.11M 72,171 +2,946 +4%
VA
107
Valmark Advisers
Ohio
$7.11M 72,169 +13,784 +24%
OPCM
108
Osborne Partners Capital Management
California
$7.08M 71,780 -1,090 -1%
CAN
109
Cetera Advisor Networks
California
$6.81M 69,018 +1,184 +2%
IA
110
IFG Advisory
Georgia
$6.74M 68,350 +68,350 New
SPC
111
Sigma Planning Corp
Michigan
$6.7M 67,994 -6,123 -8%
TW
112
Transform Wealth
Colorado
$6.65M 67,432 +67,432 New
JGIA
113
Jackson Grant Investment Advisers
Connecticut
$6.61M 67,078 +4,060 +6%
LI
114
Longer Investments
Arkansas
$6.58M 66,780 +5,290 +9%
EVM
115
Eaton Vance Management
Massachusetts
$6.44M 65,359 +8 +0%
MIAN
116
Mariner Independent Advisor Network
Kansas
$6.28M 63,667 -10,790 -14%
TPW
117
Tiller Private Wealth
Pennsylvania
$6.14M 62,318 -1,615 -3%
KCM
118
Karp Capital Management
California
$6.08M 61,653 +1,236 +2%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$6.03M 61,174 +1,722 +3%
RG
120
Rathbones Group
United Kingdom
$6.03M 61,127 +938 +2%
ASN
121
Advisory Services Network
Georgia
$5.95M 60,395 +19,473 +48%
Edgewood Management
122
Edgewood Management
Connecticut
$5.84M 59,218 -28 -0%
FAAS
123
First Allied Advisory Services
California
$5.82M 58,986 +2,593 +5%
CS
124
Comerica Securities
Michigan
$5.68M 57,605 +2,397 +4%
SCCM
125
Schafer Cullen Capital Management
New York
$5.67M 57,501 +57,501 New
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5
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