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iShares Select Dividend ETF
DVY

Overview Fund Activity

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Wells Fargo
Wells Fargo
California
$603M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
MHI
Miller Howard Investments
New York
$137M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
BAM
Brave Asset Management
New Jersey
$1.34M
2
Goldman Sachs
Goldman Sachs
New York
$63.1M
3
HNB
Huntington National Bank
Ohio
$13M
4
SAS
Stelac Advisory Services
New York
$8.68M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
151
Haverford Trust Company
Pennsylvania
$4.39M +$214K +2,400 +5%
GFPC
152
Global Financial Private Capital
Florida
$4.25M -$300K -3,357 -7%
TAM
153
Tocqueville Asset Management
New York
$4.16M +$4.16M +46,545 New
HCM
154
Howland Capital Management
Massachusetts
$4.15M -$66.1K -740 -2%
MCM
155
MAI Capital Management
Ohio
$4.13M +$38.2K +428 +0.9%
RFC
156
Regions Financial Corp
Alabama
$4.12M -$107K -1,194 -3%
FIG
157
FundX Investment Group
California
$4.1M +$4.1M +45,949 New
JIC
158
Johnson Investment Counsel
Ohio
$4.1M -$37.9K -424 -0.9%
GPA
159
Guidance Point Advisors
Massachusetts
$4.02M +$4.02M +44,984 New
GLLW
160
Graves Light Lenhart Wealth
Virginia
$4.02M +$4.02M +44,956 New
CPO
161
Cerity Partners OCIO
New York
$3.91M +$3.08M +34,443 +369%
CAL
162
Capital Analysts LLC
Pennsylvania
$3.89M +$47.9K +536 +1%
ST
163
Smithfield Trust
Pennsylvania
$3.88M -$348K -3,896 -8%
NWP
164
Northstar Wealth Partners
Connecticut
$3.88M +$3.88M +43,409 New
PP
165
PagnatoKarp Partners
Virginia
$3.86M +$3.31M +37,055 +600%
SDWIA
166
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.84M +$3.84M +43,025 New
KA
167
Klingman & Associates
New York
$3.82M -$28.6K -320 -0.7%
AR
168
Advisory Research
Illinois
$3.76M – – –
GG
169
Gofen & Glossberg
Illinois
$3.66M – – –
HR
170
Hardy Reed
Mississippi
$3.63M +$3.63M +40,647 New
FANJ
171
Financial Architects (New Jersey)
New Jersey
$3.53M -$15.6K -175 -0.4%
FWM
172
FFT Wealth Management
Pennsylvania
$3.51M +$2.89M +32,354 +463%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$3.5M -$136K -1,518 -4%
1NWS
174
1 North Wealth Services
Maryland
$3.44M +$3.44M +38,470 New
LPWM
175
Lake Point Wealth Management
Texas
$3.42M +$3.42M +38,282 New
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