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iShares Select Dividend ETF
DVY

Overview Fund Activity

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$463M
2
Goldman Sachs
Goldman Sachs
New York
$85.4M
3
Morgan Stanley
Morgan Stanley
New York
$490M
4
GT
Glenmede Trust
Pennsylvania
$22.9M
5
PAG
Private Advisor Group
New Jersey
$25.6M

Top Sellers

1
BlackRock
BlackRock
New York
$77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.6M
3
UBS Group
UBS Group
Switzerland
$149M
4
BTS
BB&T Securities
Virginia
$14.4M
5
UCFA
United Capital Financial Advisors
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$5.28M +$150K +1,506 +3%
SSG
127
Summit Securities Group
New York
$5.21M +$5M +50,100 +2,386%
BCM
128
Bluefin Capital Management
New York
$5.15M +$5.15M +51,571 New
GFPC
129
Global Financial Private Capital
Florida
$5.1M +$236K +2,354 +5%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$4.92M -$559K -5,560 -10%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$4.86M +$1.04M +10,447 +27%
SWP
132
Stratos Wealth Partners
Ohio
$4.84M +$340K +3,408 +8%
RFC
133
Regions Financial Corp
Alabama
$4.72M +$58.3K +584 +1%
ST
134
Smithfield Trust
Pennsylvania
$4.72M +$48.4K +485 +1%
HCM
135
Howland Capital Management
Massachusetts
$4.71M -$11.5K -115 -0.2%
Jane Street
136
Jane Street
New York
$4.7M +$2.82M +28,252 +150%
HTC
137
Haverford Trust Company
Pennsylvania
$4.66M +$353K +3,538 +8%
JIC
138
Johnson Investment Counsel
Ohio
$4.62M -$698 -7 -0%
MCM
139
MAI Capital Management
Ohio
$4.57M +$142K +1,424 +3%
MCM
140
MV Capital Management
Maryland
$4.48M -$46.4K -465 -1%
FUBT
141
First United Bank & Trust
Maryland
$4.41M +$151K +1,515 +4%
PFP
142
Pinnacle Financial Partners
Tennessee
$4.38M +$262K +2,630 +6%
Federated Hermes
143
Federated Hermes
Pennsylvania
$4.31M -$170K -1,701 -4%
KA
144
Klingman & Associates
New York
$4.29M – – –
CAL
145
Capital Analysts LLC
Pennsylvania
$4.29M -$125K -1,252 -3%
MAM
146
Marquette Asset Management
Minnesota
$4.28M +$83.8K +840 +2%
ACM
147
Aviance Capital Management
Florida
$4.27M -$5.33M -53,384 -56%
AR
148
Advisory Research
Illinois
$4.2M – – –
GG
149
Gofen & Glossberg
Illinois
$4.09M – – –
HSBC Holdings
150
HSBC Holdings
United Kingdom
$4.07M -$198K -1,985 -5%
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