DVY icon

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 %
KPCM
451
Kings Point Capital Management
New York
$86K – – –
VNB
452
Valley National Bancorp
New York
$83K +$83K +1,163 New
MWP
453
MYCIO Wealth Partners
Pennsylvania
$81K +$1.21K +17 +2%
WOC
454
West Oak Capital
California
$76.7K – – –
SHWM
455
Smith & Howard Wealth Management
Georgia
$69K – – –
VCM
456
Vigilant Capital Management
Maine
$66K +$66K +930 New
ClearBridge Investments
457
ClearBridge Investments
New York
$64K – – –
TCM
458
TD Capital Management
Tennessee
$58K +$429 +6 +0.7%
KTC
459
Kistler-Tiffany Companies
Pennsylvania
$55K -$21.3K -300 -28%
HR
460
Howe & Rusling
New York
$55K -$21.2K -298 -28%
OC
461
Oakworth Capital
Alabama
$54K +$54K +758 New
ST
462
Somerset Trust
Pennsylvania
$54K +$54K +758 New
BBPWM
463
Blue Bell Private Wealth Management
Pennsylvania
$43K +$43K +602 New
MDCM
464
Morgan Dempsey Capital Management
Wisconsin
$41K – – –
HI
465
Hudock Inc
Pennsylvania
$40K – – –
HCC
466
Hirtle Callaghan & Co
Pennsylvania
$38K – – –
Canada Life
467
Canada Life
Manitoba, Canada
$38K – – –
GI
468
Gradient Investments
Minnesota
$37K -$2K -28 -5%
S
469
SignatureFD
Georgia
$37K +$282 +4 +0.8%
BC
470
Bartlett & Co
Ohio
$33K -$5.74K -80 -15%
CFN
471
Cordasco Financial Network
Florida
$31K +$31K +441 New
QAM
472
QCI Asset Management
New York
$30K – – –
LWA
473
Lenox Wealth Advisors
New York
$29K +$29K +404 New
DBT
474
Dubuque Bank & Trust
Iowa
$28K – – –
QLMGAA
475
QS Legg Mason Global Asset Allocation
New York
$26K +$26K +351 New
17 18
19
20 21