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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 %
MIAN
426
Mariner Independent Advisor Network
Kansas
$254K +$254K +3,304 New
Chevy Chase Trust
427
Chevy Chase Trust
Maryland
$254K +$23.1K +300 +10%
MMLI
428
Massachusetts Mutual Life Insurance
Massachusetts
$254K +$254K +3,298 New
SCA
429
STALEY CAPITAL ADVISERS
Pennsylvania
$252K -$3.85K -50 -2%
MAM
430
Meeder Asset Management
Ohio
$252K +$28.9K +375 +13%
SC
431
Sumit Capital
New York
$251K +$251K +3,260 New
SFI
432
SPC Financial Inc
Maryland
$250K – – –
BTNA
433
Bremer Trust National Association
Minnesota
$250K – – –
LDB
434
Lee, Danner & Bass
Tennessee
$249K – – –
WB
435
Webster Bank
Connecticut
$244K – – –
RMAM
436
Raab & Moskowitz Asset Management
New Jersey
$241K +$385 +5 +0.2%
GF
437
Gerstein Fisher
New York
$239K – – –
1IC
438
1919 Investment Counsel
Maryland
$235K – – –
PCM
439
Parsons Capital Management
Rhode Island
$234K +$9.64K +125 +4%
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$233K -$23.1K -300 -9%
HCM
441
Hilton Capital Management
New York
$232K -$202K – –
WKWM
442
Walter & Keenan Wealth Management
Indiana
$231K – – –
NIA
443
Northstar Investment Advisors
Colorado
$227K – – –
PWW
444
Pettyjohn Wood & White
Virginia
$226K +$226K +2,934 New
DDPIC
445
Deroy & Devereaux Private Investment Counsel
Michigan
$225K – – –
FFBTD
446
First Financial Bank - Trust Division
Ohio
$224K – – –
DIA
447
Denver Investment Advisors
Colorado
$220K – – –
WSTAM
448
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$309 +4 +0.1%
SHA
449
Smith Hayes Advisers
Nebraska
$214K – – –
AWA
450
AmeriServ Wealth Advisors
Pennsylvania
$213K +$213K +2,770 New
16 17
18
19 20