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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$563M
2
BlackRock
2
BlackRock
New York
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
5
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
2
Bank of America
North Carolina
$923M
3
SB
3
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
126
GW&K Investment Management
Massachusetts
$5.5M +$5.5M +55,835 New
BUB
127
BBVA USA Bancshares
Texas
$5.45M -$296 -3 -0%
BAS
128
Brown Advisory Securities
Maryland
$5.43M +$35.6K +361 +0.7%
JIC
129
Joel Isaacson & Co
New York
$5.29M +$104K +1,054 +2%
BRWA
130
B. Riley Wealth Advisors
Florida
$5.21M -$152K -1,539 -3%
SCA
131
Stonebridge Capital Advisors
Minnesota
$5.12M +$475K +4,823 +10%
FSA
132
Financial Sense Advisors
California
$5.03M +$838K +8,499 +20%
OA
133
Oxbow Advisors
Texas
$4.88M -$17.9K -182 -0.4%
JIC
134
Johnson Investment Counsel
Ohio
$4.83M +$86.4K +877 +2%
SI
135
SII Investments
Wisconsin
$4.8M -$51K -517 -1%
MCM
136
MV Capital Management
Maryland
$4.76M -$23.9K -243 -0.5%
IC
137
Iconiq Capital
California
$4.76M -$7.7M -78,167 -62%
HCM
138
Howland Capital Management
Massachusetts
$4.7M -$165K -1,675 -3%
ST
139
Smithfield Trust
Pennsylvania
$4.62M +$2M +20,250 +76%
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$4.54M +$3.85M +39,057 +558%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$4.51M -$338K -3,425 -7%
RGIA
142
Rainier Group Investment Advisory
Washington
$4.47M -$98.6K -1,000 -2%
MBTD
143
Mechanics Bank - Trust Department
California
$4.43M +$69K +700 +2%
PA
144
Pinnacle Associates
New York
$4.42M -$101K -1,021 -2%
MCM
145
MAI Capital Management
Ohio
$4.4M +$242K +2,454 +6%
HB
146
Homrich & Berg
Georgia
$4.39M -$14.2K -144 -0.3%
CAL
147
Capital Analysts LLC
Pennsylvania
$4.32M +$166K +1,688 +4%
KL
148
KWMG LLC
Kansas
$4.32M +$751K +7,623 +21%
KA
149
Klingman & Associates
New York
$4.32M +$22.5K +228 +0.5%
Franklin Resources
150
Franklin Resources
California
$4.29M -$1.42M -14,368 -25%
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