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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 %
MCC
301
Mid Continent Capital
Illinois
$646K +$14.8K +200 +2%
DJSG
302
D.J. St. Germain
Massachusetts
$630K -$31.8K -430 -5%
EWM
303
Evercore Wealth Management
New York
$616K -$74 -1 -0%
AIA
304
Alerus Investment Advisors
Minnesota
$608K +$960 +13 +0.2%
Brown Advisory
305
Brown Advisory
Maryland
$608K +$7.75K +105 +1%
KCM
306
Kanawha Capital Management
Virginia
$600K -$13.7K -185 -2%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$599K +$599K +8,110 New
CFA
308
Carroll Financial Associates
North Carolina
$593K +$44.1K +560 +8%
MIP
309
Marietta Investment Partners
Wisconsin
$588K -$93.4K -1,265 -14%
MBT
310
Monroe Bank & Trust
Michigan
$586K -$35.6K -482 -6%
DWM
311
Destination Wealth Management
California
$574K +$43.8K +593 +8%
FA
312
Fagan Associates
New York
$569K +$148 +2 +0%
SWP
313
Stratos Wealth Partners
Ohio
$569K +$569K +7,702 New
BPBT
314
Boston Private Bank & Trust
Massachusetts
$566K -$43.6K -590 -7%
SCA
315
Stillwater Capital Advisors
Pennsylvania
$564K – – –
FWCM
316
First Western Capital Management
California
$560K +$560K +7,587 New
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$559K -$47K -636 -8%
BOS
318
Bingham Osborn & Scarborough
California
$552K +$87K +1,178 +19%
PAS
319
Partnervest Advisory Services
California
$549K +$89.5K +1,212 +19%
WA
320
WealthTrust Axiom
Pennsylvania
$548K – – –
AI
321
Atria Investments
North Carolina
$534K -$14.4K -195 -3%
NAMP
322
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$531K – – –
WS
323
Wedbush Securities
California
$528K -$60K -812 -10%
UR
324
USCA RIA
Texas
$525K -$9.31K -126 -2%
LIM
325
Leavell Investment Management
Alabama
$517K -$20.1K -272 -4%
11 12
13
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