DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

878 hedge funds and large institutions have $5.06B invested in iShares Select Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 205 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-29
Holders Change %
-3.2%
% of All Funds
18.05%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.6%
New
67
Increased
205
Reduced
424
Closed
89
Calls
$102M
Puts
$53.2M
Net Calls
+$48.4M
Net Calls Change
+$56.1M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$26.5M
2
AF
2
Ally Financial
Michigan
$35.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$126M
4
BlackRock
4
BlackRock
New York
$60.4M
5
Ameriprise
5
Ameriprise
Minnesota
$46.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$431M
2
Wells Fargo
2
Wells Fargo
California
$366M
3
Bank of America
3
Bank of America
North Carolina
$620M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$36.4M
5
MHI
5
Miller Howard Investments
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
176
LGL Partners
Pennsylvania
$2.71M -$608K -7,539 -18%
PA
177
Parallel Advisors
California
$2.69M -$50.8K -629 -2%
CAM
178
Cresset Asset Management
Illinois
$2.68M -$69.8K -865 -3%
EWM
179
Evercore Wealth Management
New York
$2.66M -$41.6K -515 -2%
WT
180
Whittier Trust
California
$2.66M – – –
GRP
181
Global Retirement Partners
California
$2.66M +$2.57M +31,889 +2,986%
PNC
182
Park National Corp
Ohio
$2.66M -$347K -4,296 -12%
FANJ
183
Financial Architects (New Jersey)
New Jersey
$2.65M -$243K -3,009 -8%
HCM
184
Howland Capital Management
Massachusetts
$2.57M -$1.24M -15,331 -32%
PA
185
Pinnacle Associates
New York
$2.56M -$289K -3,579 -10%
SSW
186
Smith Shellnut Wilson
Mississippi
$2.55M – – –
AWM
187
AE Wealth Management
Kansas
$2.52M -$3.63M -44,952 -59%
SC
188
Scotia Capital
Ontario, Canada
$2.51M +$22.5K +278 +0.9%
FWP
189
FAS Wealth Partners
Kansas
$2.5M -$2.58M -31,915 -51%
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$2.5M +$41.5K +514 +2%
FWCM
191
Ferguson Wellman Capital Management
Oregon
$2.45M -$57.7K -715 -2%
MMHP
192
Murphy Middleton Hinkle & Parker
Georgia
$2.44M -$6.7K -83 -0.3%
GPA
193
Guidance Point Advisors
Massachusetts
$2.41M -$575K -7,121 -19%
SFG
194
Summit Financial Group
West Virginia
$2.4M +$139K +1,728 +6%
MAM
195
Marquette Asset Management
Minnesota
$2.34M -$417K -5,169 -15%
FBB
196
Fulton Breakefield Broenniman
Maryland
$2.31M -$70.2K -870 -3%
LFAS
197
Level Four Advisory Services
Texas
$2.31M +$59.2K +736 +3%
FCBT
198
First Citizens Bank & Trust
North Carolina
$2.3M -$572K -7,090 -20%
GWM
199
Geneos Wealth Management
Colorado
$2.28M +$16.2K +209 +0.7%
OIA
200
OneDigital Investment Advisors
Kansas
$2.28M -$95K -1,145 -4%
6 7
8
9 10