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iShares Select Dividend ETF
DVY

Overview Fund Activity

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M

Top Buyers

1
BTS
BB&T Securities
Virginia
$23.4M
2
ACM
Aviance Capital Management
Florida
$18.9M
3
IC
Iconiq Capital
California
$14.8M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$23.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$11.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$109M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.6M
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Comerica Bank
Comerica Bank
Texas
$24.1M
5
LPL Financial
LPL Financial
California
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
176
Edmond de Rothschild Holding
Switzerland
$1.95M -$978K -13,447 -33%
NSCM
177
New South Capital Management
Tennessee
$1.88M – – –
FWIA
178
Fort Washington Investment Advisors
Ohio
$1.88M +$50.2K +690 +3%
HTC
179
Haverford Trust Company
Pennsylvania
$1.88M +$63.3K +871 +3%
RFC
180
Regions Financial Corp
Alabama
$1.88M -$60.9K -837 -3%
CIA
181
Choate Investment Advisors
Massachusetts
$1.86M -$41.2K -566 -2%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$1.85M +$56.9K +782 +3%
CCG
183
Chatham Capital Group
Georgia
$1.82M – – –
EDRS
184
Edmond de Rothschild (Suisse)
Switzerland
$1.82M -$978K -13,447 -35%
CAL
185
Capital Analysts LLC
Pennsylvania
$1.77M -$8.15K -112 -0.5%
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M +$1.34M +18,406 +316%
WT
187
Whittier Trust
California
$1.75M +$10.9K +150 +0.6%
BAM
188
Berkshire Asset Management
Pennsylvania
$1.75M +$257K +3,534 +17%
SC
189
Stratford Consulting
Texas
$1.73M -$146 -2 -0%
SC
190
SouthState Corp
Florida
$1.73M – – –
SBWM
191
Sunflower Bank Wealth Management
Arizona
$1.72M -$163K -2,235 -9%
ATC
192
Argent Trust Co
Tennessee
$1.7M -$311K -4,279 -15%
PCA
193
Private Capital Advisors
Connecticut
$1.69M – – –
HCM
194
Hollencrest Capital Management
California
$1.64M -$916K -12,590 -36%
BOTW
195
Bank of the West
California
$1.64M -$405K -5,571 -20%
JIC
196
Johnson Investment Counsel
Ohio
$1.64M +$172K +2,361 +12%
CL
197
CPWM LLC
Washington
$1.59M +$5.6K +77 +0.4%
GWM
198
Gupta Wealth Management
California
$1.59M -$231K -3,181 -13%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$1.58M +$450K +6,179 +40%
UBS AM
200
UBS AM
Illinois
$1.57M -$94.6K -1,300 -6%
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