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iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
126
Smith Shellnut Wilson
Mississippi
$5.33M +$5.33M +60,179 New
WAM
127
Weatherly Asset Management
California
$5.32M -$66.3K -749 -1%
RG
128
Rathbones Group
United Kingdom
$5.17M +$116K +1,310 +2%
MAM
129
Marquette Asset Management
Minnesota
$4.82M -$19.1K -216 -0.4%
FAAS
130
First Allied Advisory Services
California
$4.79M -$268K -3,023 -5%
AFP
131
Ausdal Financial Partners
Iowa
$4.73M -$16.5K -186 -0.3%
NFG
132
Next Financial Group
Texas
$4.68M +$2.62M +29,616 +128%
JIC
133
Joel Isaacson & Co
New York
$4.65M +$84.8K +958 +2%
KCM
134
Karp Capital Management
California
$4.64M +$168K +1,900 +4%
SB
135
Simmons Bank
Arkansas
$4.61M +$71.5K +807 +2%
JGIA
136
Jackson Grant Investment Advisers
Connecticut
$4.57M -$1.79M -20,154 -28%
MCM
137
MV Capital Management
Maryland
$4.52M -$447K -5,050 -9%
PA
138
Pinnacle Associates
New York
$4.48M -$55.4K -626 -1%
OA
139
Oxbow Advisors
Texas
$4.43M -$53.1K -600 -1%
BAS
140
Brown Advisory Securities
Maryland
$4.3M +$829K +9,353 +24%
JIC
141
Johnson Investment Counsel
Ohio
$4.29M +$437K +4,935 +11%
HBWM
142
Hollow Brook Wealth Management
New York
$4.25M -$372K -4,199 -8%
HCM
143
Howland Capital Management
Massachusetts
$4.22M -$28.3K -320 -0.7%
KA
144
Klingman & Associates
New York
$4.19M -$29.1K -329 -0.7%
PFP
145
Pinnacle Financial Partners
Tennessee
$4.18M -$275K -3,107 -6%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$4.09M +$79.8K +901 +2%
FANJ
147
Financial Architects (New Jersey)
New Jersey
$3.98M -$26.8K -303 -0.7%
PA
148
Parallel Advisors
California
$3.89M +$3.89M +43,894 New
MBTD
149
Mechanics Bank - Trust Department
California
$3.8M +$241K +2,725 +7%
CA
150
Clearstead Advisors
Ohio
$3.78M +$3.78M +42,636 New
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