DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
Palladium Partners
Virginia
$2.38M -$69K -779 -3%
CCG
202
Chatham Capital Group
Georgia
$2.35M – – –
HTC
203
Haverford Trust Company
Pennsylvania
$2.3M +$53.2K +600 +2%
NSCM
204
New South Capital Management
Tennessee
$2.29M – – –
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$2.29M +$2.29M +25,773 New
NA
206
Nottingham Advisors
New York
$2.22M -$60.8K -687 -3%
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.22M -$416K -4,697 -16%
AW
208
ACG Wealth
Georgia
$2.17M -$57.6K -650 -3%
MPM
209
Meritage Portfolio Management
Kansas
$2.13M +$395K +4,455 +23%
AC
210
Alley Company
Illinois
$2.09M -$14.4K -163 -0.7%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$2.09M +$43.9K +496 +2%
SFM
212
Signet Financial Management
New Jersey
$2.07M -$190K -2,148 -8%
NL
213
NWAM LLC
Washington
$2.06M +$43.3K +489 +2%
KL
214
KWMG LLC
Kansas
$2.06M -$63.8K -720 -3%
PCA
215
Private Capital Advisors
Connecticut
$2.05M – – –
SFS
216
Sowell Financial Services
Arkansas
$1.99M +$1.99M +21,834 New
State Street
217
State Street
Massachusetts
$1.97M +$1.97M +22,229 New
SC
218
Stratford Consulting
Texas
$1.95M -$63.2K -714 -3%
PFA
219
Pinnacle Family Advisors
Missouri
$1.91M +$1.91M +21,600 New
KeyBank National Association
220
KeyBank National Association
Ohio
$1.87M +$102K +1,148 +6%
CFG
221
Citizens Financial Group
Rhode Island
$1.86M – – –
EWM
222
Evercore Wealth Management
New York
$1.85M -$7.97K -90 -0.4%
WT
223
Whittier Trust
California
$1.84M -$19.8K -224 -1%
APP
224
Avantax Planning Partners
Iowa
$1.84M +$1.84M +20,776 New
CFA
225
Camarda Financial Advisors
Florida
$1.82M -$345K -3,899 -16%
7 8
9
10 11