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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 %
PP
326
Patten & Patten
Tennessee
$749K +$5.8K +73 +0.8%
EPP
327
ETF Portfolio Partners
Kansas
$748K +$748K +9,424 New
DJSG
328
D.J. St. Germain
Massachusetts
$745K +$67.9K +855 +10%
BW
329
Bison Wealth
Georgia
$745K +$745K +9,388 New
CFA
330
Carroll Financial Associates
North Carolina
$744K +$140K +1,741 +23%
MAM
331
Meeder Asset Management
Ohio
$741K +$588K +7,405 +385%
NC
332
NewSquare Capital
Pennsylvania
$736K -$42.9K -540 -6%
CB
333
Chemical Bank
Michigan
$722K +$409K +5,148 +130%
MCM
334
Millie Capital Management
California
$719K +$719K +9,050 New
NCM
335
Narwhal Capital Management
Georgia
$717K -$17.9K -225 -2%
Brown Advisory
336
Brown Advisory
Maryland
$717K +$63.1K +795 +10%
AI
337
Atria Investments
North Carolina
$716K +$141K +1,779 +25%
TSWM
338
Triangle Securities Wealth Management
North Carolina
$706K -$117K -1,470 -14%
CTA
339
Colonial Trust Advisors
South Carolina
$698K -$110K -1,389 -14%
YP
340
Yellowstone Partners
Idaho
$696K -$5.96K -75 -0.8%
MCC
341
Mid Continent Capital
Illinois
$691K -$2.78K -35 -0.4%
GLA
342
Great Lakes Advisors
Illinois
$688K -$12.2K -153 -2%
BHB
343
Bank Hapoalim BM
Israel
$684K +$132K +1,669 +24%
CG
344
Colony Group
Massachusetts
$670K -$341K -4,300 -34%
EAMA
345
EFG Asset Management (Americas)
Florida
$664K +$664K +8,200 New
VA
346
Valmark Advisers
Ohio
$660K -$39.4K -496 -6%
MC
347
Moors & Cabot
Massachusetts
$644K -$104K -1,310 -14%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$644K – – –
KCM
349
Kanawha Capital Management
Virginia
$642K -$3.97K -50 -0.6%
MIP
350
Marietta Investment Partners
Wisconsin
$625K -$7.15K -90 -1%
12 13
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