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iShares Select Dividend ETF
DVY

Overview Fund Activity

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$884M
2
FIG
FundX Investment Group
California
$41.7M
3
GFG
Gray Financial Group
Georgia
$53.9M
4
Morgan Stanley
Morgan Stanley
New York
$316M
5
SF
Synovus Financial
Georgia
$40.2M

Top Sellers

1
MHI
Miller Howard Investments
New York
$0
2
SCM
Sterling Capital Management
North Carolina
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$43M
4
BTS
BB&T Securities
Virginia
$5.2M
5
Goldman Sachs
Goldman Sachs
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Simmons Bank
Arkansas
$4.05M +$4.05M +49,638 New
HCM
127
Howland Capital Management
Massachusetts
$3.96M -$52.7K -645 -1%
KA
128
Klingman & Associates
New York
$3.95M +$20.8K +255 +0.5%
FAAS
129
First Allied Advisory Services
California
$3.94M +$224K +2,744 +6%
BWFA
130
Baltimore-Washington Financial Advisors
Maryland
$3.86M +$19K +233 +0.5%
SG Americas Securities
131
SG Americas Securities
New York
$3.8M -$487K -5,969 -11%
FANJ
132
Financial Architects (New Jersey)
New Jersey
$3.75M +$27.5K +337 +0.7%
Franklin Resources
133
Franklin Resources
California
$3.67M -$156K -1,910 -4%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$3.64M +$1.23M +15,091 +51%
EDRIA
135
Edmonds Duncan Registered Investment Advisors
Kansas
$3.57M +$73.6K +901 +2%
CWM
136
Calamos Wealth Management
Illinois
$3.53M +$2.5M +30,588 +242%
CFA
137
Camarda Financial Advisors
Florida
$3.52M -$358K -4,382 -9%
MCM
138
MAI Capital Management
Ohio
$3.48M -$19K -233 -0.5%
FC
139
FCA Corp
Texas
$3.45M +$202K +2,473 +6%
AR
140
Advisory Research
Illinois
$3.44M – – –
RTS
141
Round Table Services
New Jersey
$3.39M -$4.17K -51 -0.1%
FWCM
142
Ferguson Wellman Capital Management
Oregon
$3.39M +$87.5K +1,072 +3%
GG
143
Gofen & Glossberg
Illinois
$3.34M -$22.3K -273 -0.7%
HH
144
Hilltop Holdings
Texas
$3.31M -$335K -4,107 -9%
FWM
145
Frontier Wealth Management
Missouri
$3.23M -$43K -527 -1%
CAM
146
Capstone Asset Management
Texas
$3.22M +$73.5K +900 +2%
FHC
147
First Houston Capital
Texas
$3.22M +$355K +4,350 +12%
OIA
148
Optimum Investment Advisors
Illinois
$3.16M -$91.9K -1,126 -3%
OA
149
Oxbow Advisors
Texas
$3.14M -$32.7K -400 -1%
KCM
150
Karp Capital Management
California
$3.1M -$586K -7,181 -16%
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