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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 %
MBT
351
Monroe Bank & Trust
Michigan
$617K -$12.3K -155 -2%
FA
352
Fagan Associates
New York
$616K +$4.61K +58 +0.8%
BPBT
353
Boston Private Bank & Trust
Massachusetts
$614K +$5.95K +75 +1%
IF
354
Ironwood Financial
Arizona
$609K +$609K +7,669 New
SCA
355
Stillwater Capital Advisors
Pennsylvania
$607K – – –
FWCM
356
First Western Capital Management
California
$602K – – –
BOS
357
Bingham Osborn & Scarborough
California
$591K -$2.54K -32 -0.4%
ACM
358
Avalon Capital Management
California
$590K +$590K +7,432 New
WA
359
WealthTrust Axiom
Pennsylvania
$589K – – –
NG
360
Northstar Group
New York
$584K +$584K +7,348 New
NAMP
361
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$570K – – –
PAS
362
Partnervest Advisory Services
California
$567K -$23.8K -300 -4%
DWM
363
Destination Wealth Management
California
$559K -$58.3K -734 -9%
AA
364
Ancora Advisors
Ohio
$559K +$130K +1,642 +30%
LIM
365
Leavell Investment Management
Alabama
$556K +$635 +8 +0.1%
VNA
366
Valley National Advisers
Pennsylvania
$549K +$549K +7,690 New
DY
367
Dowling & Yahnke
California
$547K – – –
FAAM
368
First Allied Asset Management
California
$547K +$308K +3,879 +129%
KFP
369
Keystone Financial Planning
Ohio
$545K -$8.18K -103 -1%
HCP
370
Holt Capital Partners
Texas
$544K – – –
Luther King Capital Management (LKCM)
371
Luther King Capital Management (LKCM)
Texas
$532K -$171K -2,150 -24%
MHS
372
M Holdings Securities
Oregon
$524K +$37.3K +469 +8%
GHA
373
GW Henssler & Associates
Georgia
$523K +$66.5K +838 +15%
DC
374
Davenport & Co
Virginia
$521K -$15.7K -198 -3%
CHC
375
City Holding Co
West Virginia
$521K +$11.9K +150 +2%
13 14
15
16 17