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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 %
CCM
376
Catawba Capital Management
Virginia
$370K +$3.85K +50 +1%
Parallax Volatility Advisers
377
Parallax Volatility Advisers
California
$370K +$223K +2,899 +152%
AWM
378
Affinity Wealth Management
Delaware
$370K +$370K +4,801 New
WTC
379
WhitTier Trust Company
Nevada
$368K +$30.8K +400 +9%
FHB
380
First Hawaiian Bank
Hawaii
$366K – – –
NPIT
381
National Penn Investors Trust
Pennsylvania
$363K -$5.24K -68 -1%
FCCM
382
First City Capital Management
Georgia
$359K – – –
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$353K +$17.3K +225 +5%
CCM
384
Coldstream Capital Management
Washington
$353K +$35.5K +460 +11%
DFIM
385
Detwiler Fenton Investment Management
Massachusetts
$348K +$348K +4,525 New
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$344K -$205K -2,661 -37%
BCM
387
BTR Capital Management
California
$343K -$38.5K -500 -10%
Millennium Management
388
Millennium Management
New York
$342K -$262K -3,405 -43%
CLOS
389
Compagnie Lombard Odier SCmA
Switzerland
$341K – – –
LWI
390
Long Wharf Investors
Massachusetts
$331K – – –
EWA
391
EP Wealth Advisors
California
$329K – – –
GA
392
Geneva Advisors
Illinois
$327K +$109K +1,414 +50%
PFS
393
Prospera Financial Services
Texas
$327K +$327K +4,249 New
MWR
394
McAdams Wright Ragen
Washington
$326K +$4.53K +59 +1%
SFSG
395
Stearns Financial Services Group
North Carolina
$325K +$1.62K +21 +0.5%
WTIM
396
Wilmington Trust Investment Management
Delaware
$324K -$57.9K -760 -15%
AFG
397
Albion Financial Group
Utah
$324K -$2.31K -30 -0.7%
DAM
398
Deltec Asset Management
New York
$323K – – –
M&T Bank
399
M&T Bank
New York
$323K +$73.2K +950 +29%
AllianceBernstein
400
AllianceBernstein
Tennessee
$322K +$322K +4,187 New
14 15
16
17 18