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iShares Select Dividend ETF
DVY

Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$61.8M
2
LPL Financial
LPL Financial
California
+$57.8M
3
Wells Fargo
Wells Fargo
California
+$49.4M
4
SCM
Sterling Capital Management
North Carolina
+$40M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$22.2M

Top Sellers

1
GFG
Gray Financial Group
Georgia
-$54.2M
2
Goldman Sachs
Goldman Sachs
New York
-$13.4M
3
CC
Curian Capital
Colorado
-$13.1M
4
Northern Trust
Northern Trust
Illinois
-$11.2M
5
MPM
Meritage Portfolio Management
Kansas
-$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
Scotia Capital
Ontario, Canada
$2.21M – – –
BA
177
Bristlecone Advisors
Washington
$2.2M +$2.2M +29,267 New
PP
178
Palladium Partners
Virginia
$2.19M -$42.9K -570 -2%
CIA
179
Choate Investment Advisors
Massachusetts
$2.19M +$160K +2,021 +8%
NA
180
Nottingham Advisors
New York
$2.18M +$18.1K +241 +0.8%
EAM
181
Evanson Asset Management
California
$2.18M -$63.6K -846 -3%
FWIA
182
Fort Washington Investment Advisors
Ohio
$2.03M +$78.9K +1,050 +4%
PNC
183
Park National Corp
Ohio
$2.02M -$80.6K -1,072 -4%
AW
184
ACG Wealth
Georgia
$1.99M -$1.57M -20,854 -44%
ASN
185
Advisory Services Network
Georgia
$1.97M -$4.73M -62,915 -71%
PMG
186
ProVise Management Group
Florida
$1.97M +$496K +6,608 +34%
BJ
187
Brouwer & Janachowski
California
$1.97M -$145K -1,924 -7%
NSCM
188
New South Capital Management
Tennessee
$1.95M – – –
CCG
189
Chatham Capital Group
Georgia
$1.88M – – –
CAL
190
Capital Analysts LLC
Pennsylvania
$1.86M +$40.7K +542 +2%
AC
191
Alley Company
Illinois
$1.86M -$229K -3,044 -11%
RFC
192
Regions Financial Corp
Alabama
$1.85M -$86.5K -1,150 -4%
MLIC
193
Mandatum Life Insurance Company
Finland
$1.84M +$1.84M +24,454 New
GKWIM
194
Gerber Kawasaki Wealth & Investment Management
California
$1.84M +$1.84M +24,455 New
WT
195
Whittier Trust
California
$1.81M – – –
FWM
196
FFT Wealth Management
Pennsylvania
$1.79M +$1.79M +23,842 New
JIC
197
Johnson Investment Counsel
Ohio
$1.78M +$90.9K +1,210 +5%
SC
198
Stratford Consulting
Texas
$1.78M -$9.32K -124 -0.5%
PCA
199
Private Capital Advisors
Connecticut
$1.74M – – –
GWM
200
Gupta Wealth Management
California
$1.74M +$101K +1,343 +6%
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