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iShares Select Dividend ETF
DVY

Overview Fund Activity

571 hedge funds and large institutions have $5.3B invested in iShares Select Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
15.4%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.92%
New
33
Increased
144
Reduced
266
Closed
31
Calls
$13M
Puts
$4.01M
Net Calls
+$8.99M
Net Calls Change
+$7.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$95.5M
2
BlackRock
BlackRock
New York
$23.6M
3
Comerica Bank
Comerica Bank
Texas
$52.7M
4
SB
Suntrust Banks
Georgia
$125M
5
FMLI
Fukoku Mutual Life Insurance
Japan
$11.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$734M
2
ACM
Aviance Capital Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$277M
4
UBS Group
UBS Group
Switzerland
$157M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
451
Choreo LLC
Illinois
$243K -$52.9K -704 -18%
OSNBOA
452
Old Second National Bank of Aurora
Illinois
$243K -$30.1K -400 -11%
VFS
453
VSR Financial Services
Kansas
$242K -$35.7K -476 -13%
AAS
454
Annex Advisory Services
Wisconsin
$241K -$8.57K -114 -3%
PCM
455
Parsons Capital Management
Rhode Island
$236K +$14.7K +196 +7%
RMAM
456
Raab & Moskowitz Asset Management
New Jersey
$235K -$7.5K -100 -3%
GF
457
Gerstein Fisher
New York
$233K – – –
SCA
458
STALEY CAPITAL ADVISERS
Pennsylvania
$233K – – –
IAS
459
IMA Advisory Services
Colorado
$230K +$26.7K +355 +13%
IT
460
Investors Trust
Texas
$229K – – –
PVH
461
Psagot Value Holdings
Israel
$227K – – –
Brown Advisory
462
Brown Advisory
Maryland
$225K -$381K -5,075 -63%
CWM
463
Cabot Wealth Management
Massachusetts
$225K -$1.43K -19 -0.6%
IT
464
Independence Trust
Tennessee
$225K – – –
TCM
465
Traynor Capital Management
Pennsylvania
$223K -$46.4K -619 -17%
SMG
466
Spectrum Management Group
Indiana
$222K – – –
CPA
467
Capital Planning Advisors
California
$222K – – –
AIC
468
Ayalon Insurance Company
Israel
$221K – – –
FNB
469
Farmers National Bank
Kentucky
$219K – – –
Bessemer Group
470
Bessemer Group
New Jersey
$218K -$288K -3,825 -57%
DAM
471
Deltec Asset Management
New York
$218K – – –
GAM
472
Garrison Asset Management
Arkansas
$217K – – –
DDPIC
473
Deroy & Devereaux Private Investment Counsel
Michigan
$216K -$37.6K -500 -15%
JPTCCM
474
J.P. Turner & Co Capital Management
Georgia
$215K -$12.5K -165 -5%
WKWM
475
Walter & Keenan Wealth Management
Indiana
$214K -$11.2K -149 -5%
17 18
19
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