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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
$77.9M
2
LPL Financial
LPL Financial
California
$137M
3
Wells Fargo
Wells Fargo
California
$405M
4
SCM
Sterling Capital Management
North Carolina
$43.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$34M

Top Sellers

1
GFG
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
Goldman Sachs
New York
$68M
3
CC
Curian Capital
Colorado
$4.62M
4
Northern Trust
Northern Trust
Illinois
$212M
5
MPM
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
201
NWAM LLC
Washington
$1.74M +$1.74M +23,154 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.73M +$207K +2,758 +14%
SC
203
SouthState Corp
Florida
$1.72M -$69.9K -930 -4%
MAM
204
Meeder Asset Management
Ohio
$1.7M +$1.64M +21,838 +2,670%
HCM
205
Hollencrest Capital Management
California
$1.7M -$1.05K -14 -0.1%
SBWM
206
Sunflower Bank Wealth Management
Arizona
$1.66M -$116K -1,540 -7%
SNBOSD
207
Security National Bank of So Dak
Iowa
$1.61M +$1.02M +13,568 +172%
BAM
208
Berkshire Asset Management
Pennsylvania
$1.59M -$210K -2,800 -12%
BOTW
209
Bank of the West
California
$1.58M -$116K -1,550 -7%
HTC
210
Haverford Trust Company
Pennsylvania
$1.57M -$372K -4,944 -19%
SCM
211
Summit Capital Management
Washington
$1.55M -$7.89K -105 -0.5%
CL
212
CPWM LLC
Washington
$1.55M -$95.9K -1,276 -6%
HPC
213
HM Payson & Co
Maine
$1.54M +$908K +12,081 +144%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$1.52M -$390K -5,188 -20%
JIM
215
Jupiter Investment Management
United Kingdom
$1.48M – – –
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47M -$77.1K -1,026 -5%
ALA
217
Atherton Lane Advisers
California
$1.46M -$53K -705 -3%
LPT
218
Legacy Private Trust
Wisconsin
$1.46M – – –
KM
219
Kalos Management
Georgia
$1.45M +$1.45M +18,898 New
BC
220
Brinker Capital
Pennsylvania
$1.45M +$22.8K +303 +2%
SGAM
221
Steinberg Global Asset Management
Florida
$1.41M +$1.41M +18,706 New
GAM
222
Gould Asset Management
California
$1.41M +$137K +1,825 +11%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$1.39M -$603K -8,027 -30%
EDRH
224
Edmond de Rothschild Holding
Switzerland
$1.38M -$631K -8,400 -31%
MAS
225
Madden Advisory Services
Florida
$1.33M -$12K -160 -0.9%
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