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iShares Select Dividend ETF
DVY

Overview Fund Activity

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M

Top Buyers

1
CL
Cabana LLC
Arkansas
$63.1M
2
Morgan Stanley
Morgan Stanley
New York
$555M
3
MGM
Miura Global Management
New York
$17.4M
4
AF
Ally Financial
Michigan
$15.4M
5
SW
SVB Wealth
Massachusetts
$9.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$1.66M
2
SB
Suntrust Banks
Georgia
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
Goldman Sachs
Goldman Sachs
New York
$52.2M
5
HNB
Huntington National Bank
Ohio
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
151
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.41M +$104K +1,047 +2%
GPA
152
Guidance Point Advisors
Massachusetts
$4.38M +$32.1K +322 +0.7%
CS
153
Credit Suisse
Switzerland
$4.36M +$3.47M +34,847 +388%
MCM
154
MV Capital Management
Maryland
$4.33M -$2.19K -22 -0.1%
ST
155
Smithfield Trust
Pennsylvania
$4.32M – – –
KA
156
Klingman & Associates
New York
$4.25M – – –
MCM
157
MAI Capital Management
Ohio
$4.2M -$84K -844 -2%
AR
158
Advisory Research
Illinois
$4.19M – – –
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$4.12M +$4.12M +41,419 New
GG
160
Gofen & Glossberg
Illinois
$4.12M – – –
PP
161
PagnatoKarp Partners
Virginia
$4.1M -$129K -1,293 -3%
MBTD
162
Mechanics Bank - Trust Department
California
$4.04M +$34.1K +343 +0.9%
PNC
163
Park National Corp
Ohio
$4.01M -$141K -1,412 -3%
SS
164
Simplicity Solutions
Minnesota
$3.96M -$1.14M -11,411 -22%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$3.92M +$1.99K +20 +0.1%
FWM
166
FFT Wealth Management
Pennsylvania
$3.85M -$72.3K -726 -2%
CAL
167
Capital Analysts LLC
Pennsylvania
$3.81M -$390K -3,920 -9%
PFS
168
Prospera Financial Services
Texas
$3.75M +$3.75M +37,568 New
ONST
169
Old North State Trust
North Carolina
$3.69M -$135K -1,352 -4%
VF
170
Virtu Financial
New York
$3.66M +$3.66M +36,765 New
CPO
171
Cerity Partners OCIO
New York
$3.64M +$14.4K +145 +0.4%
EWM
172
Evercore Wealth Management
New York
$3.55M +$480K +4,825 +16%
Brown Advisory
173
Brown Advisory
Maryland
$3.54M -$51.9K -521 -1%
PWSG
174
Pacific Wealth Strategies Group
California
$3.53M +$1.79K +18 +0.1%
MAM
175
Marquette Asset Management
Minnesota
$3.51M +$896 +9 +0%
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