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iShares Select Dividend ETF
DVY

Overview Fund Activity

589 hedge funds and large institutions have $6.69B invested in iShares Select Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 239 increasing their positions, 153 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+74
Holders Change %
+14.37%
% of All Funds
15.72%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
1.17%
New
101
Increased
239
Reduced
153
Closed
17
Calls
$6.07M
Puts
$12.9M
Net Calls
-$6.82M
Net Calls Change
-$16.6M

Top Buyers

1
AA
ALPS Advisors
Colorado
$284M
2
BTS
BB&T Securities
Virginia
$229M
3
Wells Fargo
Wells Fargo
California
$424M
4
Comerica Bank
Comerica Bank
Texas
$81.4M
5
ACM
Aviance Capital Management
Florida
$105M

Top Sellers

1
AC
Allstate Corporation
Illinois
$27.6M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.4M
3
SIC
Starr International Company
Switzerland
$0
4
TCM
Tuttle Capital Management
Connecticut
$6.11M
5
Deutsche Bank
Deutsche Bank
Germany
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
301
Neville Rodie & Shaw
New York
$832K +$43.7K +550 +6%
FWM
302
Focused Wealth Management
New York
$829K -$1.27K -16 -0.2%
CIC
303
Carnegie Investment Counsel
Ohio
$823K -$40.2K -505 -5%
SCM
304
Sterling Capital Management
North Carolina
$816K +$816K +10,275 New
CPSAC
305
Chas P. Smith & Associates (CPS)
Florida
$815K +$58K +731 +8%
EC
306
Estate Counselors
Wisconsin
$815K +$416K +5,240 +104%
FWP
307
FAS Wealth Partners
Kansas
$813K +$468K +5,894 +136%
UR
308
USCA RIA
Texas
$805K +$241K +3,032 +43%
CPO
309
Cerity Partners OCIO
New York
$804K +$608K +28,543 +310%
TD Asset Management
310
TD Asset Management
Ontario, Canada
$803K +$342K +4,304 +74%
SFWA
311
Summit Financial Wealth Advisors
Louisiana
$798K +$798K +10,050 New
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$794K +$794K +10,000 New
PFM
313
Phillips Financial Management
Indiana
$786K +$78 +1 +0%
FPCM
314
Financial Partners Capital Management
New York
$786K +$786K +9,900 New
BCFS
315
Butensky & Cohen Financial Security
Florida
$786K +$786K +9,902 New
HPC
316
HM Payson & Co
Maine
$785K -$19.5K -246 -2%
FTIOP
317
Fiduciary Trust International of Pennsylvania
Pennsylvania
$778K +$248K +3,130 +47%
PAM
318
Peak Asset Management
Colorado
$777K +$777K +9,784 New
AllianceBernstein
319
AllianceBernstein
Tennessee
$774K +$236K +2,967 +44%
Parallax Volatility Advisers
320
Parallax Volatility Advisers
California
$774K +$259K +3,255 +50%
PMFA
321
Plante Moran Financial Advisors
Michigan
$769K – – –
AIA
322
Arbor Investment Advisors
North Carolina
$761K -$49.2K -619 -6%
NIC
323
Northwest Investment Counselors
Oregon
$758K -$47.7K -600 -6%
Millennium Management
324
Millennium Management
New York
$755K +$54.4K +685 +8%
AIA
325
Alerus Investment Advisors
Minnesota
$752K +$98.8K +1,245 +15%
11 12
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