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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 %
OA
151
Oxbow Advisors
Texas
$2.92M -$24.4K -325 -0.8%
CAM
152
Capstone Asset Management
Texas
$2.9M – – –
CCM
153
Colorado Capital Management
Colorado
$2.86M +$2.86M +38,072 New
HC
154
HHG & Company
Connecticut
$2.86M -$42.5K -565 -1%
LNB
155
Ledyard National Bank
$2.76M +$8.42K +112 +0.3%
TWA
156
TCI Wealth Advisors
Arizona
$2.74M +$335K +4,452 +14%
AC
157
Alexandria Capital
Virginia
$2.72M -$35.7K -475 -1%
KeyBank National Association
158
KeyBank National Association
Ohio
$2.71M -$386K -5,131 -12%
FHC
159
First Houston Capital
Texas
$2.63M -$37.6K -500 -1%
AMG
160
Asset Management Group
Connecticut
$2.58M +$22.5K +299 +0.9%
SFM
161
Signet Financial Management
New Jersey
$2.55M -$366K -4,870 -13%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$2.51M +$1.98M +26,355 +374%
RJT
163
Raymond James Trust
Florida
$2.45M +$37.3K +497 +2%
VIP
164
Vantage Investment Partners
Missouri
$2.41M -$1.59M -21,181 -40%
ZF
165
Zhang Financial
Michigan
$2.38M +$902 +12 +0%
ICOA
166
Investment Centers of America
North Dakota
$2.37M -$374K -4,965 -14%
BAM
167
Brave Asset Management
New Jersey
$2.36M -$335K -4,457 -12%
AWMS
168
Advocacy Wealth Management Services
Georgia
$2.35M +$2.35M +31,240 New
JIC
169
Joel Isaacson & Co
New York
$2.35M +$20K +266 +0.9%
BSWMG
170
Barrington Strategic Wealth Management Group
Illinois
$2.27M -$776K -10,331 -25%
CCG
171
Cypress Capital Group
Florida
$2.27M -$257K -3,425 -10%
BAM
172
Baring Asset Management
United Kingdom
$2.27M +$104K +1,363 +5%
TCM
173
Towercrest Capital Management
Pennsylvania
$2.26M -$37.8K -503 -2%
FUBT
174
First United Bank & Trust
Maryland
$2.24M -$47.7K -635 -2%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$2.22M +$1.15M +15,306 +108%
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