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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 %
JG
451
Jefferies Group
New York
$208K -$500K -6,494 -71%
BAM
452
Barrett Asset Management
New York
$201K +$29.7K +385 +17%
GJIC
453
Gamble Jones Investment Counsel
California
$201K +$201K +2,614 New
AA
454
AlphaMark Advisors
Kentucky
$200K -$34.6K -450 -15%
AP
455
Atwood & Palmer
Missouri
$200K +$200K +2,603 New
SA
456
SRH Advisors
Kansas
$183K – – –
WRM
457
Westport Resources Management
Connecticut
$183K – – –
PVH
458
Psagot Value Holdings
Israel
$180K – – –
Federated Hermes
459
Federated Hermes
Pennsylvania
$179K +$179K +2,324 New
MLICM
460
Metropolitan Life Insurance Company (MetLife)
New York
$178K – – –
MFBTD
461
MB Financial Bank - Trust Department
Illinois
$177K +$154K +2,000 +667%
WEC
462
Winslow Evans & Crocker
Massachusetts
$175K -$539K -7,000 -75%
SNT
463
Security National Trust
West Virginia
$173K – – –
CFS
464
Community Financial System
New York
$168K -$43.6K -566 -21%
Schroder Investment Management Group
465
Schroder Investment Management Group
United Kingdom
$158K – – –
WC
466
Whitnell & Co
Illinois
$150K – – –
LTI
467
Laffer Tengler Investments
Tennessee
$149K +$21.8K +283 +17%
MWP
468
MYCIO Wealth Partners
Pennsylvania
$142K +$768 +10 +0.5%
KPCM
469
Kings Point Capital Management
New York
$139K +$46.1K +600 +50%
MA
470
MCF Advisors
Kentucky
$122K – – –
EWM
471
Edge Wealth Management
New York
$113K – – –
IFA
472
Interactive Financial Advisors
Illinois
$107K -$3.15K -41 -3%
ATC
473
Adirondack Trust Company
New York
$102K – – –
RNS
474
Robert N. Shapiro
$95K -$928 -12 -1%
VNB
475
Valley National Bancorp
New York
$90K – – –
17 18
19
20 21