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iShares Select Dividend ETF
DVY

Overview Fund Activity

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M

Top Buyers

1
SIC
Starr International Company
Switzerland
$12.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73M
3
Morgan Stanley
Morgan Stanley
New York
$309M
4
MCM
Moore Capital Management
New York
$9.5M
5
MHI
Miller Howard Investments
New York
$9.91M

Top Sellers

1
AAA
Alpine Associates Advisors
New Jersey
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.3M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
IT
Investors Trust
Texas
$1.46M
5
BIT
BlackRock Institutional Trust
California
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
426
First Financial Bank - Trust Division
Ohio
$208K +$208K +2,909 New
PCM
427
Parsons Capital Management
Rhode Island
$207K -$34.5K -485 -14%
M&T Bank
428
M&T Bank
New York
$197K +$15.3K +214 +8%
PTC
429
Private Trust Company
Ohio
$196K -$16.1K -226 -8%
CFS
430
Community Financial System
New York
$196K +$31.1K +436 +19%
JG
431
Jefferies Group
New York
$189K – – –
MFBTD
432
MB Financial Bank - Trust Department
Illinois
$188K -$18.3K -257 -9%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$178K – – –
LTI
434
Laffer Tengler Investments
Tennessee
$170K +$170K +2,388 New
WRM
435
Westport Resources Management
Connecticut
$170K -$20.3K -285 -11%
SNT
436
Security National Trust
West Virginia
$161K -$10.7K -150 -6%
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
$146K – – –
PVH
438
Psagot Value Holdings
Israel
$141K – – –
WC
439
Whitnell & Co
Illinois
$139K -$53.5K -750 -28%
RFA
440
Reilly Financial Advisors
California
$136K +$132K +1,850 +3,700%
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$136K +$136K +1,900 New
MA
442
MCF Advisors
Kentucky
$122K – – –
First Manhattan
443
First Manhattan
New York
$119K +$118K +1,660 +8,300%
KCPG
444
Kavar Capital Partners Group
Kansas
$112K +$112K +1,577 New
BAM
445
Barrett Asset Management
New York
$109K – – –
EWM
446
Edge Wealth Management
New York
$104K – – –
SA
447
SRH Advisors
Kansas
$103K +$103K +1,445 New
IFA
448
Interactive Financial Advisors
Illinois
$102K -$26K -366 -20%
ATC
449
Adirondack Trust Company
New York
$95K – – –
RNS
450
Robert N. Shapiro
$90K – – –
16 17
18
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