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iShares Select Dividend ETF
DVY

Overview Fund Activity

515 hedge funds and large institutions have $5.14B invested in iShares Select Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.95%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
31
Increased
200
Reduced
180
Closed
26
Calls
$13.4M
Puts
$3.66M
Net Calls
+$9.74M
Net Calls Change
-$3M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$70.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$311M
3
BTS
3
BB&T Securities
Virginia
$106M
4
ACM
4
Aviance Capital Management
Florida
$52.9M
5
BIM
5
BlackRock Investment Management
Delaware
$62.4M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$73.3M
2
B
2
Baird
Wisconsin
$14.5M
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$214M
5
CC
5
Curian Capital
Colorado
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
251
Homrich & Berg
Georgia
$948K +$78.8K +1,067 +9%
DG
252
Davidson & Garrard
Virginia
$941K – – –
CG
253
Colony Group
Massachusetts
$941K +$318K +4,300 +51%
FHC
254
Forest Hill Capital
Arkansas
$923K – – –
MA
255
Montag & Associates
Georgia
$914K -$28.6K -388 -3%
NAM
256
Nichols Asset Management
Massachusetts
$911K – – –
EP
257
Edgestream Partners
New Jersey
$907K -$463K -6,261 -34%
SNBOSD
258
Security National Bank of So Dak
Iowa
$879K – – –
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$868K -$739K -10,011 -46%
RW
260
Rand Wealth
Maryland
$867K +$2.22K +30 +0.3%
EWM
261
Evermay Wealth Management
Virginia
$856K +$369 +5 +0%
T
262
Thomaspartners
Massachusetts
$838K +$7.09K +96 +0.9%
CWM
263
Concert Wealth Management
California
$835K -$567K -7,654 -40%
WA
264
WFG Advisors
Texas
$833K -$116K -1,565 -12%
KC
265
Kingfisher Capital
North Carolina
$831K -$7.83K -106 -0.9%
B
266
Bailard
California
$819K +$73.8K +1,000 +10%
CIC
267
Carnegie Investment Counsel
Ohio
$800K +$800K +10,834 New
EWA
268
Exencial Wealth Advisors
Oklahoma
$794K – – –
CCT
269
Country Club Trust
Missouri
$794K +$12.6K +170 +2%
BRWM
270
B. Riley Wealth Management
Tennessee
$774K +$317K +4,295 +69%
FWM
271
Focused Wealth Management
New York
$772K +$19.8K +268 +3%
TSWM
272
Triangle Securities Wealth Management
North Carolina
$766K -$330K -4,460 -30%
PWAP
273
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$765K +$10.2K +138 +1%
MHI
274
Miller Howard Investments
New York
$754K +$754K +10,202 New
AIA
275
Arbor Investment Advisors
North Carolina
$753K +$1.92K +26 +0.3%
9 10
11
12 13