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iShares Select Dividend ETF
DVY

Overview Fund Activity

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Wells Fargo
Wells Fargo
California
$603M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
MHI
Miller Howard Investments
New York
$137M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
BAM
Brave Asset Management
New Jersey
$1.34M
2
Goldman Sachs
Goldman Sachs
New York
$63.1M
3
HNB
Huntington National Bank
Ohio
$13M
4
SAS
Stelac Advisory Services
New York
$8.68M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
201
Ferguson Wellman Capital Management
Oregon
$2.73M -$59.5K -666 -2%
CGH
202
Crossmark Global Holdings
Texas
$2.72M -$127K -1,419 -4%
AWM
203
AE Wealth Management
Kansas
$2.7M -$371K -4,157 -12%
AMG
204
Asset Management Group
Connecticut
$2.7M -$16.3K -182 -0.6%
SB
205
Simmons Bank
Arkansas
$2.65M -$166K -1,860 -6%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$2.63M +$2.63M +29,469 New
BOTW
207
Bank of the West
California
$2.59M -$55.2K -618 -2%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$2.59M – – –
OIA
209
Optimum Investment Advisors
Illinois
$2.57M +$179 +2 +0%
FWM
210
Frontier Wealth Management
Missouri
$2.53M -$4.91K -55 -0.2%
EAM
211
Evanson Asset Management
California
$2.5M +$893 +10 +0%
AF
212
Allworth Financial
California
$2.5M -$115K -1,291 -4%
VWM
213
Venturi Wealth Management
Texas
$2.5M +$2.5M +28,300 New
FNT
214
First National Trust
Pennsylvania
$2.48M -$49.3K -552 -2%
MPPLM
215
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.47M +$2.01M +22,524 +436%
FIM
216
Fernwood Investment Management
Massachusetts
$2.45M +$14.3K +160 +0.6%
NFG
217
Noven Financial Group
Colorado
$2.45M -$27.1K -303 -1%
MMHP
218
Murphy Middleton Hinkle & Parker
Georgia
$2.43M +$12.6K +141 +0.5%
WFM
219
Wolff Financial Management
Michigan
$2.42M +$2.42M +27,106 New
OIA
220
OneDigital Investment Advisors
Kansas
$2.42M +$208K +2,332 +9%
BRWM
221
B. Riley Wealth Management
Tennessee
$2.4M +$787K +8,807 +49%
TWA
222
TCI Wealth Advisors
Arizona
$2.39M -$243K -2,724 -9%
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.38M +$832K +9,314 +54%
FHA
224
First Horizon Advisors
Tennessee
$2.38M -$715 -8 -0%
AC
225
Alexandria Capital
Virginia
$2.37M -$131K -1,470 -5%
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