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iShares Select Dividend ETF
DVY

Overview Fund Activity

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M

Top Buyers

1
WJA
Williams Jones & Associates
New York
$23.8M
2
ACM
Aviance Capital Management
Florida
$13M
3
SCG
Strategic Capital Group
Washington
$9.9M
4
CS
Credit Suisse
Switzerland
$15.8M
5
BIM
BlackRock Investment Management
Delaware
$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$632M
2
Wells Fargo
Wells Fargo
California
$338M
3
PI
Placemark Investments
Illinois
$6.76M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$233M
5
BHB
Bank Hapoalim BM
Israel
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
251
Northwest Investment Counselors
Oregon
$998K -$87.2K -1,190 -8%
SFT
252
Simmons First Trust
Arkansas
$991K +$18.2K +249 +2%
DAS
253
Dynamic Advisor Solutions
Arizona
$989K +$280K +3,823 +40%
LPC
254
Loeb Partners Corp
New York
$988K -$44K -600 -4%
BAS
255
Brown Advisory Securities
Maryland
$971K +$64.2K +875 +7%
RW
256
Rand Wealth
Maryland
$954K -$186K -2,540 -16%
MA
257
Montag & Associates
Georgia
$936K -$106K -1,450 -10%
HB
258
Homrich & Berg
Georgia
$926K +$194K +2,650 +27%
FHC
259
Forest Hill Capital
Arkansas
$917K – – –
NAM
260
Nichols Asset Management
Massachusetts
$904K – – –
MPM
261
Meritage Portfolio Management
Kansas
$897K -$33K -450 -4%
SNBOSD
262
Security National Bank of So Dak
Iowa
$894K – – –
DG
263
Davidson & Garrard
Virginia
$883K -$303K -4,131 -26%
FHA
264
First Horizon Advisors
Tennessee
$880K -$30.8K -420 -3%
FAT
265
First American Trust
California
$874K -$1.3M -17,724 -60%
SSB
266
Sandy Spring Bank
Maryland
$850K -$105K -1,433 -11%
EWM
267
Evermay Wealth Management
Virginia
$849K -$34.5K -470 -4%
KC
268
Kingfisher Capital
North Carolina
$849K -$1.69K -23 -0.2%
NC
269
NewSquare Capital
Pennsylvania
$837K +$816K +11,120 +3,834%
T
270
Thomaspartners
Massachusetts
$833K -$188K -2,566 -18%
AI
271
Atria Investments
North Carolina
$827K -$164K -2,242 -17%
CCT
272
Country Club Trust
Missouri
$806K -$32.3K -440 -4%
FNT
273
First National Trust
Pennsylvania
$801K -$1.32K -18 -0.2%
EWA
274
Exencial Wealth Advisors
Oklahoma
$796K – – –
HPC
275
HM Payson & Co
Maine
$791K -$237K -3,236 -23%
9 10
11
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