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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 %
CTA
276
Colonial Trust Advisors
South Carolina
$752K -$15K -203 -2%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$750K -$30.3K -411 -4%
NIC
278
Northwest Investment Counselors
Oregon
$749K -$199K -2,695 -21%
HPC
279
HM Payson & Co
Maine
$749K – – –
Bank of Nova Scotia
280
Bank of Nova Scotia
Ontario, Canada
$747K -$825K -11,147 -52%
NRS
281
Neville Rodie & Shaw
New York
$734K – – –
CCM
282
Covington Capital Management
California
$733K +$11.1K +150 +2%
PFM
283
Phillips Financial Management
Indiana
$729K +$729K +10,023 New
IT
284
Investors Trust
Texas
$726K -$747K -10,122 -51%
NC
285
NewSquare Capital
Pennsylvania
$725K -$52.1K -705 -7%
PMFA
286
Plante Moran Financial Advisors
Michigan
$716K – – –
AMCA
287
Arthur M. Cohen & Associates
Illinois
$715K +$715K +7,636 New
FNT
288
First National Trust
Pennsylvania
$707K +$27.8K +377 +4%
CPSAC
289
Chas P. Smith & Associates (CPS)
Florida
$704K +$75.6K +1,024 +12%
MC
290
Moors & Cabot
Massachusetts
$696K -$50.5K -683 -7%
PP
291
Patten & Patten
Tennessee
$691K +$48.6K +658 +8%
NCM
292
Narwhal Capital Management
Georgia
$684K – – –
HFS
293
HL Financial Services
Kentucky
$682K -$5M -67,712 -88%
CPO
294
Cerity Partners OCIO
New York
$680K +$680K +9,212 New
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$654K +$137K +1,850 +26%
YP
296
Yellowstone Partners
Idaho
$653K -$2.22K -30 -0.3%
Millennium Management
297
Millennium Management
New York
$652K +$324K +4,379 +98%
VA
298
Valmark Advisers
Ohio
$651K -$111K -1,506 -15%
GLA
299
Great Lakes Advisors
Illinois
$651K -$19.4K -262 -3%
SCM
300
Steward Capital Management
Michigan
$650K -$1.66M -22,500 -72%
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