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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 %
HPC
251
HM Payson & Co
Maine
$1M -$23K -322 -2%
PR
252
Payden & Rygel
California
$999K +$14.3K +200 +1%
WT
253
Whittier Trust
California
$999K +$226K +3,173 +29%
SIC
254
Salem Investment Counselors
North Carolina
$994K – – –
T
255
Thomaspartners
Massachusetts
$994K +$79.5K +1,114 +9%
CS
256
Comerica Securities
Michigan
$972K +$197K +2,765 +25%
FA
257
FDx Advisors
Illinois
$969K +$148K +2,070 +18%
AI
258
Atria Investments
North Carolina
$964K -$38.3K -537 -4%
SFT
259
Simmons First Trust
Arkansas
$947K -$1.24M -17,356 -57%
MAM
260
Meeder Asset Management
Ohio
$930K +$708K +9,920 +318%
SSB
261
Sandy Spring Bank
Maryland
$929K +$288K +4,035 +45%
MPM
262
Meritage Portfolio Management
Kansas
$905K +$46.4K +650 +5%
FHC
263
Forest Hill Capital
Arkansas
$892K – – –
WCM
264
Westend Capital Management
California
$887K +$887K +12,425 New
BAS
265
Brown Advisory Securities
Maryland
$882K – – –
FHA
266
First Horizon Advisors
Tennessee
$881K – – –
NAM
267
Nichols Asset Management
Massachusetts
$880K – – –
DADC
268
D.A. Davidson & Co
Montana
$877K +$48.4K +679 +6%
SNBOSD
269
Security National Bank of So Dak
Iowa
$870K – – –
MAS
270
Madden Advisory Services
Florida
$870K +$301K +4,225 +53%
EWM
271
Evermay Wealth Management
Virginia
$860K +$860K +12,048 New
VC
272
Vicus Capital
Pennsylvania
$856K +$82.1K +1,151 +11%
EFS
273
Essex Financial Services
Connecticut
$855K +$54.2K +760 +7%
ACM
274
Argentus Capital Management
Texas
$853K -$59.4K -833 -7%
SSWM
275
Sheets Smith Wealth Management
North Carolina
$843K +$25.3K +355 +3%
9 10
11
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