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iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
Miller Howard Investments
New York
$77.9M
2
LPL Financial
LPL Financial
California
$137M
3
Wells Fargo
Wells Fargo
California
$405M
4
SCM
Sterling Capital Management
North Carolina
$43.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$34M

Top Sellers

1
GFG
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
Goldman Sachs
New York
$68M
3
CC
Curian Capital
Colorado
$4.62M
4
Northern Trust
Northern Trust
Illinois
$212M
5
MPM
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
126
Eaton Vance Management
Massachusetts
$3.71M -$347K -4,620 -9%
HCM
127
Howland Capital Management
Massachusetts
$3.69M -$26.3K -350 -0.7%
BUB
128
BBVA USA Bancshares
Texas
$3.68M +$66.4K +884 +2%
KA
129
Klingman & Associates
New York
$3.62M +$2.26K +30 +0.1%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$3.61M +$2.2M +29,255 +155%
CFA
131
Camarda Financial Advisors
Florida
$3.57M -$443K -5,892 -11%
BWFA
132
Baltimore-Washington Financial Advisors
Maryland
$3.54M +$180K +2,393 +5%
Franklin Resources
133
Franklin Resources
California
$3.52M -$843K -11,221 -19%
IA
134
IFP Advisors
Florida
$3.52M +$3.52M +46,831 New
FCI
135
Financial Counselors Inc
Kansas
$3.51M +$1.09M +14,552 +45%
FAAS
136
First Allied Advisory Services
California
$3.44M -$84.8K -1,125 -2%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$3.43M -$24.3K -323 -0.7%
KCM
138
Karp Capital Management
California
$3.39M +$499K +6,640 +17%
TH
139
Timber Hill
Connecticut
$3.37M +$3.37M +44,863 New
HH
140
Hilltop Holdings
Texas
$3.35M -$153K -2,035 -4%
MCM
141
MAI Capital Management
Ohio
$3.22M -$945K -12,572 -23%
EDRIA
142
Edmonds Duncan Registered Investment Advisors
Kansas
$3.22M +$3.22M +42,798 New
AR
143
Advisory Research
Illinois
$3.16M – – –
RTS
144
Round Table Services
New Jersey
$3.12M +$3.38K +45 +0.1%
GG
145
Gofen & Glossberg
Illinois
$3.09M – – –
FWCM
146
Ferguson Wellman Capital Management
Oregon
$3.04M +$106K +1,415 +4%
FWM
147
Frontier Wealth Management
Missouri
$3.01M -$225K -2,994 -7%
OIA
148
Optimum Investment Advisors
Illinois
$2.99M -$37.1K -494 -1%
FC
149
FCA Corp
Texas
$2.99M +$182K +2,428 +7%
GHA
150
GW Henssler & Associates
Georgia
$2.93M +$2.44M +32,481 +503%
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