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iShares Select Dividend ETF
DVY

Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$90.7M
2
MHI
2
Miller Howard Investments
New York
$25M
3
BTS
3
BB&T Securities
Virginia
$26.2M
4
BAM
4
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
5
UBS Group
Switzerland
$160M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$47.2M
3
Bank of America
3
Bank of America
North Carolina
$832M
4
GT
4
Glenmede Trust
Pennsylvania
$0
5
PS
5
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
101
Karp Capital Management
California
$6.57M +$511K +5,225 +8%
FSA
102
Financial Sense Advisors
California
$6.53M +$1.1M +11,252 +20%
Citigroup
103
Citigroup
New York
$6.46M +$81.5K +834 +1%
CAN
104
Cetera Advisor Networks
California
$6.43M -$45.5K -465 -0.7%
JGIA
105
Jackson Grant Investment Advisers
Connecticut
$6.4M -$89.5K -916 -1%
MA
106
MUFG Americas
New York
$6.37M -$174K -1,782 -3%
RG
107
Rathbones Group
United Kingdom
$6.33M +$230K +2,354 +4%
SCA
108
Stonebridge Capital Advisors
Minnesota
$6.14M +$400K +4,096 +7%
PNC
109
Park National Corp
Ohio
$6.13M -$379K -3,879 -6%
CS
110
Credit Suisse
Switzerland
$6.12M +$2.46M +25,157 +67%
HNB
111
Huntington National Bank
Ohio
$5.99M -$6.86M – –
CS
112
Comerica Securities
Michigan
$5.96M -$87.5K -888 -1%
FWP
113
FAS Wealth Partners
Kansas
$5.96M -$64K -655 -1%
Edgewood Management
114
Edgewood Management
Connecticut
$5.79M – – –
TW
115
Transform Wealth
Colorado
$5.62M -$108K -1,100 -2%
EVM
116
Eaton Vance Management
Massachusetts
$5.58M -$5.91M -60,417 -51%
BAS
117
Brown Advisory Securities
Maryland
$5.5M +$177K +1,810 +3%
ASN
118
Advisory Services Network
Georgia
$5.44M -$120K -1,213 -2%
PCIA
119
Prime Capital Investment Advisors
Kansas
$5.43M +$52.8K +540 +1%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$5.32M +$479K +4,906 +10%
JIC
121
Joel Isaacson & Co
New York
$5.28M – – –
BRWA
122
B. Riley Wealth Advisors
Florida
$5.03M -$25.7K -263 -0.5%
SEI Investments
123
SEI Investments
Pennsylvania
$5M +$4.18M +42,781 +512%
FAAS
124
First Allied Advisory Services
California
$4.86M -$740K -7,557 -13%
PCMK
125
Paragon Capital Management (Kansas)
Kansas
$4.83M +$4.33M +71,580 +861%
3 4
5
6 7