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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
+$12.2M
3
SCG
Strategic Capital Group
Washington
+$8.63M
4
CS
Credit Suisse
Switzerland
+$7.3M
5
BIM
BlackRock Investment Management
Delaware
+$6.95M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$51.8M
2
Wells Fargo
Wells Fargo
California
-$24.5M
3
PI
Placemark Investments
Illinois
-$20.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.4M
5
BHB
Bank Hapoalim BM
Israel
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
326
Windsor Financial Group
Minnesota
$514K -$26.4K -360 -5%
WS
327
Wedbush Securities
California
$512K +$64.6K +880 +14%
CWA
328
Constellation Wealth Advisors
New York
$510K – – –
JIP
329
Jaffetilchin Investment Partners
Florida
$503K -$2.48M -33,859 -83%
HCP
330
Holt Capital Partners
Texas
$503K – – –
DWT
331
Dorsey & Whitney Trust
South Dakota
$487K – – –
CFA
332
Carroll Financial Associates
North Carolina
$481K +$81.4K +1,110 +20%
BOS
333
Bingham Osborn & Scarborough
California
$475K -$36.3K -494 -7%
FB
334
Fulton Bank
Pennsylvania
$464K -$587 -8 -0.1%
CCT
335
Capital City Trust
Florida
$462K -$169K -2,300 -27%
SIC
336
Sigma Investment Counselors
Michigan
$461K +$44K +600 +11%
EHPM
337
Emery Howard Portfolio Management
California
$457K – – –
BPC
338
Banque Pictet & Cie
Switzerland
$444K -$147K -2,000 -25%
NPF
339
Norris Perne & French
Michigan
$439K +$439K +5,989 New
OWD
340
Osborn Williams & Donohoe
Ohio
$430K +$9.9K +135 +2%
TYCC
341
Texas Yale Capital Corp
Florida
$425K – – –
FTIOP
342
Fiduciary Trust International of Pennsylvania
Pennsylvania
$421K -$7.33K -100 -2%
CHC
343
City Holding Co
West Virginia
$415K -$4.4K -60 -1%
LIC
344
Lodestar Investment Counsel
Illinois
$414K -$14.7K -200 -3%
CTC
345
Central Trust Company
Missouri
$408K +$408K +5,558 New
VFS
346
VSR Financial Services
Kansas
$402K -$1.1K -15 -0.3%
WSFS
347
Wilmington Savings Fund Society
Delaware
$399K +$14.7K +200 +4%
PAS
348
Partnervest Advisory Services
California
$398K +$87.4K +1,192 +28%
WA
349
WealthTrust Axiom
Pennsylvania
$397K +$73.2K +1,000 +23%
JWM
350
Jacobus Wealth Management
Wisconsin
$392K – – –
12 13
14
15 16