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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 %
I
301
IberiaBank
Louisiana
$666K +$39.1K +533 +6%
BPBT
302
Boston Private Bank & Trust
Massachusetts
$661K +$49.4K +674 +8%
YP
303
Yellowstone Partners
Idaho
$657K +$1.83K +25 +0.3%
DJSG
304
D.J. St. Germain
Massachusetts
$642K +$64.5K +880 +11%
MBT
305
Monroe Bank & Trust
Michigan
$639K -$22K -300 -3%
EWM
306
Evercore Wealth Management
New York
$619K +$11.3K +155 +2%
KCM
307
Kanawha Capital Management
Virginia
$609K -$6.97K -95 -1%
LIM
308
Leavell Investment Management
Alabama
$606K – – –
DC
309
Davenport & Co
Virginia
$606K +$147 +2 +0%
AIA
310
Alerus Investment Advisors
Minnesota
$602K -$4.87M -66,506 -89%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$595K – – –
SYBT
312
Stock Yards Bank & Trust
Kentucky
$581K – – –
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$580K +$315K +4,297 +119%
Millennium Management
314
Millennium Management
New York
$576K +$576K +7,851 New
SCA
315
Stillwater Capital Advisors
Pennsylvania
$575K – – –
CCM
316
Covington Capital Management
California
$565K +$38.7K +528 +7%
FA
317
Fagan Associates
New York
$564K +$564K +7,692 New
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$553K -$6.45K -88 -1%
NAMP
319
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$549K – – –
NG
320
NatWest Group
United Kingdom
$545K +$22.1K +301 +4%
UR
321
USCA RIA
Texas
$528K -$41.2K -562 -7%
DY
322
Dowling & Yahnke
California
$527K +$527K +7,186 New
DWM
323
Destination Wealth Management
California
$523K – – –
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$522K +$195K +2,663 +60%
PFA
325
Paradigm Financial Advisors
Missouri
$516K -$14.7K -200 -3%
11 12
13
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