DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M

Top Buyers

1
BTS
BB&T Securities
Virginia
$23.4M
2
ACM
Aviance Capital Management
Florida
$18.9M
3
IC
Iconiq Capital
California
$14.8M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$23.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$11.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.6M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Comerica Bank
Comerica Bank
Texas
$24.1M
5
LPL Financial
LPL Financial
California
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
126
BBVA USA Bancshares
Texas
$3.49M +$67.4K +926 +2%
SCM
127
Sterling Capital Management
North Carolina
$3.46M +$3.46M +47,616 New
AW
128
ACG Wealth
Georgia
$3.44M +$917K +12,603 +36%
HH
129
Hilltop Holdings
Texas
$3.4M -$267K -3,670 -7%
FAAS
130
First Allied Advisory Services
California
$3.39M -$722K -9,948 -18%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$3.34M -$182K -2,507 -5%
BWFA
132
Baltimore-Washington Financial Advisors
Maryland
$3.25M -$179K -2,456 -5%
FWM
133
Frontier Wealth Management
Missouri
$3.13M -$667K -9,169 -18%
AR
134
Advisory Research
Illinois
$3.06M – – –
RTS
135
Round Table Services
New Jersey
$3.02M -$26.2K -360 -0.9%
KeyBank National Association
136
KeyBank National Association
Ohio
$3M -$215K -2,960 -7%
GG
137
Gofen & Glossberg
Illinois
$3M – – –
VFAM
138
Valley Forge Asset Management
Pennsylvania
$2.96M -$58.9K -810 -2%
BSWMG
139
Barrington Strategic Wealth Management Group
Illinois
$2.95M -$101K -1,385 -3%
OIA
140
Optimum Investment Advisors
Illinois
$2.93M +$2.93M +40,317 New
OA
141
Oxbow Advisors
Texas
$2.85M -$283K -3,885 -9%
FWCM
142
Ferguson Wellman Capital Management
Oregon
$2.84M -$57.4K -789 -2%
RA
143
Rational Advisors
New York
$2.84M – – –
SFM
144
Signet Financial Management
New Jersey
$2.82M -$612K -8,414 -18%
HC
145
HHG & Company
Connecticut
$2.81M +$19.2K +264 +0.7%
CAM
146
Capstone Asset Management
Texas
$2.8M – – –
KCM
147
Karp Capital Management
California
$2.8M +$30.9K +425 +1%
FC
148
FCA Corp
Texas
$2.72M -$139K -1,908 -5%
AC
149
Alexandria Capital
Virginia
$2.67M -$108K -1,489 -4%
LNB
150
Ledyard National Bank
$2.66M -$52.4K -720 -2%
4 5
6
7 8