DVY icon

iShares Select Dividend ETF
DVY

Overview Fund Activity

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M

Top Buyers

1
SIC
Starr International Company
Switzerland
$12.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73M
3
Morgan Stanley
Morgan Stanley
New York
$309M
4
MCM
Moore Capital Management
New York
$9.5M
5
MHI
Miller Howard Investments
New York
$9.91M

Top Sellers

1
AAA
Alpine Associates Advisors
New Jersey
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.3M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
IT
Investors Trust
Texas
$1.46M
5
BIT
BlackRock Institutional Trust
California
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
226
First Midwest Bank Trust Division
Illinois
$1.18M -$143K -2,000 -11%
ICAS
227
Investors Capital Advisory Services
Massachusetts
$1.18M +$153K +2,143 +15%
FA
228
FCG Advisors
New Jersey
$1.18M -$35.3K -495 -3%
KFP
229
Keystone Financial Planning
Ohio
$1.18M +$1.18M +16,466 New
RIA
230
Regal Investment Advisors
Michigan
$1.16M -$106K -1,491 -8%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$1.16M +$8.49K +119 +0.7%
PCA
232
Peddock Capital Advisors
Massachusetts
$1.16M +$1.16M +16,257 New
FSA
233
Franklin Street Advisors
North Carolina
$1.16M – – –
DG
234
Davidson & Garrard
Virginia
$1.15M -$14.3K -200 -1%
JCM
235
Jag Capital Management
Missouri
$1.15M -$7.35K -103 -0.6%
TSWM
236
Triangle Securities Wealth Management
North Carolina
$1.15M -$53.9K -755 -4%
DCM
237
Donaldson Capital Management
Indiana
$1.12M -$28.2K -395 -2%
RW
238
Rand Wealth
Maryland
$1.11M -$60.8K -852 -5%
HTHT
239
Hemenway Trust Hemenway Trust
New Hampshire
$1.11M – – –
FA
240
FMA Advisory
Pennsylvania
$1.11M +$180K +2,525 +19%
CNB
241
City National Bank
California
$1.1M +$507K +7,108 +86%
HC
242
Highmount Capital
New York
$1.09M -$179K -2,505 -14%
PP
243
Patten & Patten
Tennessee
$1.09M -$210K -2,947 -16%
HSA
244
HBK Sorce Advisory
Pennsylvania
$1.08M +$52K +729 +5%
WSCM
245
Wellington Shields Capital Management
New York
$1.08M -$33.9K -475 -3%
NIC
246
Northwest Investment Counselors
Oregon
$1.06M -$141K -1,975 -12%
WB
247
WesBanco Bank
West Virginia
$1.05M +$11.1K +155 +1%
GF
248
Gerstein Fisher
New York
$1.03M +$801K +11,234 +347%
MA
249
Montag & Associates
Georgia
$1.01M – – –
LPC
250
Loeb Partners Corp
New York
$1M – – –
8 9
10
11 12