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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$563M
2
BlackRock
BlackRock
New York
$148M
3
Morgan Stanley
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
176
Crossmark Global Holdings
Texas
$3.25M -$503K -5,102 -13%
RTS
177
Round Table Services
New Jersey
$3.24M -$190K -1,929 -6%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$3.18M +$1.33M +13,434 +72%
AIM
179
Advantage Investment Management
Iowa
$3.17M +$28.9K +293 +0.9%
OIA
180
Optimum Investment Advisors
Illinois
$3.16M -$86.2K -874 -3%
RJT
181
Raymond James Trust
Florida
$3.14M -$174K -1,770 -5%
TNB
182
Thomasville National Bank
Georgia
$3.13M +$1.22M +12,426 +64%
ALIONA
183
Allianz Life Insurance of North America
Minnesota
$3.1M +$444K +4,531 +17%
NFG
184
Next Financial Group
Texas
$3.1M -$187K -1,899 -6%
SSW
185
Smith Shellnut Wilson
Mississippi
$3.08M -$2.98M -30,238 -49%
LNB
186
Ledyard National Bank
$3.08M -$171K -1,733 -5%
FIM
187
Fernwood Investment Management
Massachusetts
$3.05M +$2.19M +22,216 +254%
PA
188
Parallel Advisors
California
$3.04M +$30K +304 +1%
SMFG
189
Sumitomo Mitsui Financial Group
Japan
$3.03M +$34.1K +346 +1%
AMG
190
Asset Management Group
Connecticut
$3.01M -$3.65K -37 -0.1%
SPIA
191
Steward Partners Investment Advisory
New York
$3.01M +$192K +1,952 +7%
EAM
192
Evanson Asset Management
California
$2.99M -$69.1K -701 -2%
SFS
193
Sowell Financial Services
Arkansas
$2.96M +$104K +1,039 +4%
FNT
194
First National Trust
Pennsylvania
$2.93M +$432K +4,387 +17%
NFG
195
Noven Financial Group
Colorado
$2.92M -$461K -4,678 -14%
HBWM
196
Hollow Brook Wealth Management
New York
$2.9M -$582K -5,903 -17%
SB
197
Simmons Bank
Arkansas
$2.88M -$27.1K -275 -0.9%
RFS
198
Rockefeller Financial Services
New York
$2.86M – – –
TH
199
Timber Hill
Connecticut
$2.86M +$1.73M +17,572 +154%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M – – –
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