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iShares Select Dividend ETF
DVY

Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$3.94M -$30.5K -312 -0.8%
VF
152
Virtu Financial
New York
$3.94M -$4.8M -49,118 -55%
MBTD
153
Mechanics Bank - Trust Department
California
$3.94M +$132K +1,350 +3%
DAS
154
Dynamic Advisor Solutions
Arizona
$3.88M +$1.07M +10,909 +38%
RGIA
155
Rainier Group Investment Advisory
Washington
$3.78M -$617K -6,314 -14%
PA
156
Pinnacle Associates
New York
$3.75M -$199K -2,032 -5%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$3.75M +$155K +1,586 +4%
Franklin Resources
158
Franklin Resources
California
$3.73M -$131K -1,345 -3%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$3.58M -$434K -4,442 -11%
FBB
160
Fulton Breakefield Broenniman
Maryland
$3.54M +$3.54M +36,204 New
GWM
161
Geneos Wealth Management
Colorado
$3.48M -$142K -1,458 -4%
FC
162
FCA Corp
Texas
$3.43M -$92.2K -943 -3%
PWSG
163
Pacific Wealth Strategies Group
California
$3.36M +$45.3K +463 +1%
SMFG
164
Sumitomo Mitsui Financial Group
Japan
$3.35M -$1.28M -13,145 -28%
WT
165
Whittier Trust
California
$3.35M +$201K +2,060 +6%
GB
166
Gunma Bank
Japan
$3.32M – – –
AFG
167
Albion Financial Group
Utah
$3.32M +$1.34M +13,745 +68%
CSIA
168
Charles Schwab Investment Advisory
California
$3.32M +$3.32M +33,974 New
LFAS
169
Level Four Advisory Services
Texas
$3.32M +$23.6K +241 +0.7%
FIM
170
Fernwood Investment Management
Massachusetts
$3.24M -$113K -1,160 -3%
RTS
171
Round Table Services
New Jersey
$3.22M – – –
TPW
172
Tiller Private Wealth
Pennsylvania
$3.15M -$1.49M -15,264 -32%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.12M -$135K -1,377 -4%
CGH
174
Crossmark Global Holdings
Texas
$3.12M – – –
HW
175
Hancock Whitney
Mississippi
$3.1M +$34.9K +357 +1%
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