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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
M&T Bank
New York
$70.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$311M
3
BTS
BB&T Securities
Virginia
$106M
4
ACM
Aviance Capital Management
Florida
$52.9M
5
BIM
BlackRock Investment Management
Delaware
$62.4M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$73.3M
2
B
Baird
Wisconsin
$14.5M
3
BCM
Brookstone Capital Management
Illinois
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$214M
5
CC
Curian Capital
Colorado
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
376
First Hawaiian Bank
Hawaii
$351K – – –
CCG
377
Chatham Capital Group
Georgia
$351K +$351K +4,750 New
WTC
378
WhitTier Trust Company
Nevada
$350K -$2.96K -40 -0.8%
MFBTD
379
MB Financial Bank - Trust Department
Illinois
$347K +$174K +2,300 +100%
FCCM
380
First City Capital Management
Georgia
$344K – – –
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$339K – – –
CCM
382
Catawba Capital Management
Virginia
$335K -$20.3K -275 -6%
PFS
383
Prospera Financial Services
Texas
$334K +$20.3K +275 +6%
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$330K +$74 +1 +0%
BCM
385
BTR Capital Management
California
$329K – – –
Schroder Investment Management Group
386
Schroder Investment Management Group
United Kingdom
$327K +$176K +2,380 +116%
FWP
387
FAS Wealth Partners
Kansas
$321K -$73.6K -997 -19%
SFT
388
Simmons First Trust
Arkansas
$317K -$785K -10,638 -71%
CAM
389
Carret Asset Management
New York
$317K +$66.5K +900 +27%
EWA
390
EP Wealth Advisors
California
$316K – – –
WB
391
Webster Bank
Connecticut
$314K +$79.4K +1,075 +34%
SFSG
392
Stearns Financial Services Group
North Carolina
$313K +$1.4K +19 +0.5%
PSUF
393
People's United Financial
Connecticut
$305K – – –
SCM
394
Summit Capital Management
Washington
$303K +$12.7K +172 +4%
CCM
395
Coldstream Capital Management
Washington
$302K -$35.8K -485 -11%
AFG
396
Albion Financial Group
Utah
$301K -$9.98K -135 -3%
BFS
397
Bradley Foster & Sargent
Connecticut
$295K – – –
EIM
398
Emerson Investment Management
Massachusetts
$294K – – –
SMG
399
Spectrum Management Group
Indiana
$294K – – –
PSI
400
Pinnacle Summer Investments
Virginia
$293K +$29.6K +400 +11%
14 15
16
17 18