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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 %
ALA
301
Atherton Lane Advisers
California
$721K -$6.78K -95 -0.9%
BFA
302
Beaumont Financial Advisors
Massachusetts
$719K +$719K +10,083 New
AT
303
Arden Trust
Delaware
$716K -$41.8K -585 -6%
HB
304
Homrich & Berg
Georgia
$712K -$278K -3,901 -28%
PMFA
305
Plante Moran Financial Advisors
Michigan
$702K -$160K -2,240 -19%
DAS
306
Dynamic Advisor Solutions
Arizona
$690K +$690K +9,668 New
FCBT
307
First Citizens Bank & Trust
North Carolina
$679K – – –
CTA
308
Colonial Trust Advisors
South Carolina
$676K +$1.07K +15 +0.2%
B
309
Bailard
California
$674K +$208K +2,920 +45%
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$644K -$1.56M -21,818 -71%
MBT
311
Monroe Bank & Trust
Michigan
$643K -$13.5K -190 -2%
YP
312
Yellowstone Partners
Idaho
$638K +$638K +8,940 New
PFP
313
Pinnacle Financial Partners
Tennessee
$624K +$624K +8,747 New
NCM
314
Narwhal Capital Management
Georgia
$621K +$229K +3,205 +58%
CCT
315
Capital City Trust
Florida
$614K – – –
I
316
IberiaBank
Louisiana
$610K +$2.71K +38 +0.4%
KCM
317
Kanawha Capital Management
Virginia
$599K -$4.28K -60 -0.7%
BPBT
318
Boston Private Bank & Trust
Massachusetts
$596K +$10.7K +150 +2%
EWM
319
Evercore Wealth Management
New York
$593K +$12.2K +171 +2%
LIM
320
Leavell Investment Management
Alabama
$590K +$143K +2,008 +32%
DC
321
Davenport & Co
Virginia
$589K -$49.8K -698 -8%
WSA
322
Willow Street Advisors
Florida
$584K +$36K +505 +7%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$579K – – –
BPC
324
Banque Pictet & Cie
Switzerland
$575K +$575K +8,060 New
SYBT
325
Stock Yards Bank & Trust
Kentucky
$565K – – –
11 12
13
14 15