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iShares Select Dividend ETF
DVY

Overview Fund Activity

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.87%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$154M
2
Bank of America
2
Bank of America
North Carolina
$721M
3
CC
3
Curian Capital
Colorado
$37.6M
4
CS
4
Credit Suisse
Switzerland
$33.8M
5
BCM
5
Brookstone Capital Management
Illinois
$14.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.8M
2
WJA
2
Williams Jones & Associates
New York
$10.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$233M
4
Wells Fargo
4
Wells Fargo
California
$343M
5
SG Americas Securities
5
SG Americas Securities
New York
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
301
First National Trust
Pennsylvania
$707K -$133K -1,727 -16%
I
302
IberiaBank
Louisiana
$700K – – –
GLA
303
Great Lakes Advisors
Illinois
$699K -$69.3K -900 -9%
DJSG
304
D.J. St. Germain
Massachusetts
$689K +$15.4K +200 +2%
GAM
305
Garrison Asset Management
Arkansas
$684K +$462K +6,000 +208%
YP
306
Yellowstone Partners
Idaho
$682K -$7.69K -100 -1%
PP
307
Patten & Patten
Tennessee
$669K -$493K -6,407 -42%
MCC
308
Mid Continent Capital
Illinois
$657K -$119K -1,550 -15%
CPSAC
309
Chas P. Smith & Associates (CPS)
Florida
$655K -$1.32M -17,118 -67%
MAA
310
Managed Account Advisors
New Jersey
$655K +$419K +5,447 +178%
CG
311
Colony Group
Massachusetts
$650K -$119K -1,550 -16%
MBT
312
Monroe Bank & Trust
Michigan
$648K -$23.1K -300 -3%
EWM
313
Evercore Wealth Management
New York
$644K -$8.08K -105 -1%
KCM
314
Kanawha Capital Management
Virginia
$640K +$616 +8 +0.1%
BPBT
315
Boston Private Bank & Trust
Massachusetts
$635K -$59.4K -772 -9%
AIA
316
Alerus Investment Advisors
Minnesota
$633K – – –
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$632K +$22.3K +290 +4%
AAM
318
Aureus Asset Management
Massachusetts
$632K +$632K +8,215 New
DC
319
Davenport & Co
Virginia
$628K -$7.54K -98 -1%
Brown Advisory
320
Brown Advisory
Maryland
$626K +$224K +2,907 +56%
WS
321
Wedbush Securities
California
$612K +$75.2K +978 +14%
SYBT
322
Stock Yards Bank & Trust
Kentucky
$610K – – –
FA
323
Fagan Associates
New York
$592K +$231 +3 +0%
SCA
324
Stillwater Capital Advisors
Pennsylvania
$588K -$15.4K -200 -3%
AI
325
Atria Investments
North Carolina
$572K -$296K -3,843 -34%
11 12
13
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