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iShares Select Dividend ETF
DVY

Overview Fund Activity

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.87%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$154M
2
Bank of America
2
Bank of America
North Carolina
$721M
3
CC
3
Curian Capital
Colorado
$37.6M
4
CS
4
Credit Suisse
Switzerland
$33.8M
5
BCM
5
Brookstone Capital Management
Illinois
$14.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.8M
2
WJA
2
Williams Jones & Associates
New York
$10.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$233M
4
Wells Fargo
4
Wells Fargo
California
$343M
5
SG Americas Securities
5
SG Americas Securities
New York
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$61.8K +803 +5%
CT
227
Cambridge Trust
Massachusetts
$1.35M -$6.16K -80 -0.5%
FCBT
228
First Citizens Bank & Trust
North Carolina
$1.35M +$213K +2,765 +19%
FMBTD
229
First Midwest Bank Trust Division
Illinois
$1.34M +$66.9K +870 +5%
FA
230
FCG Advisors
New Jersey
$1.34M +$32K +416 +2%
ICAS
231
Investors Capital Advisory Services
Massachusetts
$1.32M -$37.1K -482 -3%
CNB
232
City National Bank
California
$1.31M +$184K +2,393 +16%
AWM
233
Avior Wealth Management
Nebraska
$1.31M -$597K -7,751 -31%
PIA
234
Peachtree Investment Advisors
Georgia
$1.3M -$72.8K -946 -5%
HTHT
235
Hemenway Trust Hemenway Trust
New Hampshire
$1.3M +$102K +1,330 +9%
JCM
236
Jag Capital Management
Missouri
$1.29M -$76.6K -995 -6%
PCA
237
Peddock Capital Advisors
Massachusetts
$1.25M – – –
GAM
238
Gould Asset Management
California
$1.24M -$15.4K -200 -1%
EFS
239
Essex Financial Services
Connecticut
$1.23M +$92K +1,195 +8%
CS
240
Comerica Securities
Michigan
$1.21M +$24.5K +318 +2%
FAT
241
First American Trust
California
$1.18M +$259K +3,370 +28%
CAL
242
Capital Advisors Ltd
Ohio
$1.17M +$77.3K +1,005 +7%
CWA
243
Constellation Wealth Advisors
New York
$1.16M +$624K +8,106 +116%
HSA
244
HBK Sorce Advisory
Pennsylvania
$1.15M +$693 +9 +0.1%
SFT
245
Simmons First Trust
Arkansas
$1.15M +$108K +1,410 +10%
TSWM
246
Triangle Securities Wealth Management
North Carolina
$1.14M -$421K -5,470 -27%
ST
247
Smithfield Trust
Pennsylvania
$1.14M -$716K -9,310 -39%
SIC
248
Salem Investment Counselors
North Carolina
$1.14M +$64.7K +840 +6%
WSCM
249
Wellington Shields Capital Management
New York
$1.13M -$7.7K -100 -0.7%
SSWM
250
Sheets Smith Wealth Management
North Carolina
$1.13M +$539 +7 +0%
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