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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 %
FTIOP
351
Fiduciary Trust International of Pennsylvania
Pennsylvania
$454K +$12.2K +159 +3%
KA
352
Kovack Advisors
Florida
$452K +$170K +2,210 +60%
TYCC
353
Texas Yale Capital Corp
Florida
$446K – – –
OWD
354
Osborn Williams & Donohoe
Ohio
$446K – – –
MHS
355
M Holdings Securities
Oregon
$445K +$188K +2,445 +73%
LIC
356
Lodestar Investment Counsel
Illinois
$435K – – –
PFBT
357
Parkside Financial Bank & Trust
Missouri
$430K +$430K +5,586 New
CTC
358
Central Trust Company
Missouri
$428K – – –
GHA
359
GW Henssler & Associates
Georgia
$417K +$74.6K +970 +22%
IH
360
IFC Holdings
Florida
$416K +$71.3K +929 +21%
JWM
361
Jacobus Wealth Management
Wisconsin
$411K – – –
FWP
362
FAS Wealth Partners
Kansas
$411K +$16.1K +210 +4%
WPC
363
White Pine Capital
Minnesota
$406K – – –
NB
364
NBT Bank
New York
$404K – – –
HC
365
Highmount Capital
New York
$404K – – –
WSFS
366
Wilmington Savings Fund Society
Delaware
$403K -$15.4K -200 -4%
AA
367
Ancora Advisors
Ohio
$402K – – –
AAS
368
Annex Advisory Services
Wisconsin
$393K +$21.6K +280 +6%
Bessemer Group
369
Bessemer Group
New Jersey
$391K – – –
EC
370
Estate Counselors
Wisconsin
$387K – – –
CWA
371
Convergent Wealth Advisors
Maryland
$381K +$3.85K +50 +1%
FFC
372
First Financial Corp
Indiana
$378K -$1.54K -20 -0.4%
NFC
373
Northeast Financial Consultants
Connecticut
$377K – – –
Toronto Dominion Bank
374
Toronto Dominion Bank
Ontario, Canada
$376K – – –
FFA
375
First Foundation Advisors
California
$373K +$373K +4,850 New
13 14
15
16 17