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iShares Select Dividend ETF
DVY

Overview Fund Activity

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$151M
2
Goldman Sachs
Goldman Sachs
New York
$65.2M
3
Wells Fargo
Wells Fargo
California
$551M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.2M
5
Northern Trust
Northern Trust
Illinois
$249M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22.2M
2
CL
Cabana LLC
Arkansas
$1.08M
3
HNB
Huntington National Bank
Ohio
$15.9M
4
FSA
Financial Sense Advisors
California
$739K
5
US Bancorp
US Bancorp
Minnesota
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$4.67M +$1.13M +11,041 +32%
EVM
152
Eaton Vance Management
Massachusetts
$4.65M -$35.3K -346 -0.8%
HCM
153
Howland Capital Management
Massachusetts
$4.63M -$155K -1,520 -3%
SAS
154
Stelac Advisory Services
New York
$4.48M -$611K -5,993 -12%
GPA
155
Guidance Point Advisors
Massachusetts
$4.47M -$21.1K -207 -0.5%
SDAM
156
Shulman DeMeo Asset Management
New York
$4.45M -$109K -1,068 -2%
EWM
157
Evercore Wealth Management
New York
$4.44M +$809K +7,940 +22%
ST
158
Smithfield Trust
Pennsylvania
$4.43M – – –
MBTD
159
Mechanics Bank - Trust Department
California
$4.39M +$251K +2,463 +6%
JIC
160
Johnson Investment Counsel
Ohio
$4.36M -$237K -2,322 -5%
KA
161
Klingman & Associates
New York
$4.35M -$3.57K -35 -0.1%
AR
162
Advisory Research
Illinois
$4.29M – – –
GG
163
Gofen & Glossberg
Illinois
$4.21M – – –
PP
164
PagnatoKarp Partners
Virginia
$4.2M -$2.14K -21 -0.1%
MCM
165
MAI Capital Management
Ohio
$4.2M -$96.7K -949 -2%
ONST
166
Old North State Trust
North Carolina
$4.18M +$410K +4,019 +11%
PNC
167
Park National Corp
Ohio
$4.09M -$11.8K -116 -0.3%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$4.04M +$746K +7,314 +23%
CAL
169
Capital Analysts LLC
Pennsylvania
$3.99M +$90.3K +886 +2%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$3.99M -$28.1K -276 -0.7%
IA
171
IFP Advisors
Florida
$3.76M +$3.76M +37,054 New
CPO
172
Cerity Partners OCIO
New York
$3.76M +$30.7K +301 +0.8%
OIA
173
OneDigital Investment Advisors
Kansas
$3.75M +$2.55M +25,032 +213%
FWM
174
FFT Wealth Management
Pennsylvania
$3.74M -$203K -1,987 -5%
PWSG
175
Pacific Wealth Strategies Group
California
$3.64M +$27.5K +270 +0.8%
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