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iShares Select Dividend ETF
DVY

Overview Fund Activity

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M

Top Buyers

1
WJA
Williams Jones & Associates
New York
+$23.8M
2
ACM
Aviance Capital Management
Florida
+$12.2M
3
SCG
Strategic Capital Group
Washington
+$8.63M
4
CS
Credit Suisse
Switzerland
+$7.3M
5
BIM
BlackRock Investment Management
Delaware
+$6.95M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$51.8M
2
Wells Fargo
Wells Fargo
California
-$24.5M
3
PI
Placemark Investments
Illinois
-$20.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.4M
5
BHB
Bank Hapoalim BM
Israel
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Kovack Advisors
Florida
$255K +$35.5K +511 +16%
VIA
402
Vantage Investment Advisors
Pennsylvania
$250K -$22K -300 -8%
MHS
403
M Holdings Securities
Oregon
$245K +$245K +3,339 New
FMWA
404
Forvis Mazars Wealth Advisors
Missouri
$244K – – –
HCA
405
Harbour Capital Advisors
Virginia
$244K – – –
SCA
406
STALEY CAPITAL ADVISERS
Pennsylvania
$243K – – –
BTNA
407
Bremer Trust National Association
Minnesota
$239K -$3.75K -51 -2%
SFI
408
SPC Financial Inc
Maryland
$238K +$11K +150 +5%
M&T Bank
409
M&T Bank
New York
$238K +$35.7K +486 +18%
LDB
410
Lee, Danner & Bass
Tennessee
$237K +$8.44K +115 +4%
WB
411
Webster Bank
Connecticut
$233K – – –
RMAM
412
Raab & Moskowitz Asset Management
New Jersey
$229K – – –
GF
413
Gerstein Fisher
New York
$227K -$832K -11,368 -79%
MAA
414
Managed Account Advisors
New Jersey
$225K +$225K +3,066 +306,600%
1IC
415
1919 Investment Counsel
Maryland
$224K – – –
AA
416
AlphaMark Advisors
Kentucky
$224K – – –
Chevy Chase Trust
417
Chevy Chase Trust
Maryland
$220K -$147K -2,000 -40%
WKWM
418
Walter & Keenan Wealth Management
Indiana
$220K +$220K +3,000 New
FNBOMD
419
First National Bank of Mount Dora
Florida
$218K – – –
CAM
420
Carret Asset Management
New York
$217K -$36.6K -500 -14%
NIA
421
Northstar Investment Advisors
Colorado
$216K -$35.5K -485 -14%
DDPIC
422
Deroy & Devereaux Private Investment Counsel
Michigan
$214K – – –
FFBTD
423
First Financial Bank - Trust Division
Ohio
$213K – – –
PCM
424
Parsons Capital Management
Rhode Island
$213K – – –
MAM
425
Meeder Asset Management
Ohio
$212K -$743K -10,145 -78%
15 16
17
18 19