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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 %
BP
351
BBR Partners
New York
$443K +$443K +6,000 New
PFBT
352
Parkside Financial Bank & Trust
Missouri
$438K +$25.9K +351 +6%
GAM
353
Garrison Asset Management
Arkansas
$434K -$221K -2,999 -34%
OWD
354
Osborn Williams & Donohoe
Ohio
$433K – – –
DWT
355
Dorsey & Whitney Trust
South Dakota
$431K -$49.9K -675 -10%
TD Asset Management
356
TD Asset Management
Ontario, Canada
$429K +$429K +5,812 New
TYCC
357
Texas Yale Capital Corp
Florida
$428K – – –
GHA
358
GW Henssler & Associates
Georgia
$425K +$24.5K +331 +6%
BAC
359
Boys Arnold & Co
North Carolina
$424K -$351K -4,750 -45%
CTC
360
Central Trust Company
Missouri
$411K – – –
AA
361
Ancora Advisors
Ohio
$398K +$12.6K +171 +3%
I
362
IberiaBank
Louisiana
$397K -$274K -3,708 -41%
JWM
363
Jacobus Wealth Management
Wisconsin
$394K – – –
WPC
364
White Pine Capital
Minnesota
$389K – – –
HC
365
Highmount Capital
New York
$388K – – –
NPIT
366
National Penn Investors Trust
Pennsylvania
$380K +$32.3K +437 +9%
AAS
367
Annex Advisory Services
Wisconsin
$379K +$1.85K +25 +0.5%
EC
368
Estate Counselors
Wisconsin
$371K – – –
MMLI
369
Massachusetts Mutual Life Insurance
Massachusetts
$369K +$125K +1,694 +51%
CWA
370
Convergent Wealth Advisors
Maryland
$368K +$2.81K +38 +0.8%
IH
371
IFC Holdings
Florida
$362K -$39.6K -535 -10%
FFC
372
First Financial Corp
Indiana
$362K -$960 -13 -0.3%
NFC
373
Northeast Financial Consultants
Connecticut
$362K – – –
LIC
374
Lodestar Investment Counsel
Illinois
$358K -$59.1K -800 -14%
FFA
375
First Foundation Advisors
California
$358K – – –
13 14
15
16 17