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iShares Select Dividend ETF
DVY

Overview Fund Activity

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M

Top Buyers

1
WJA
Williams Jones & Associates
New York
$23.8M
2
ACM
Aviance Capital Management
Florida
$13M
3
SCG
Strategic Capital Group
Washington
$9.9M
4
CS
Credit Suisse
Switzerland
$15.8M
5
BIM
BlackRock Investment Management
Delaware
$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$632M
2
Wells Fargo
Wells Fargo
California
$338M
3
PI
Placemark Investments
Illinois
$6.76M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$233M
5
BHB
Bank Hapoalim BM
Israel
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$39K – – –
TCM
477
TD Capital Management
Tennessee
$38K -$21K -289 -36%
Canada Life
478
Canada Life
Manitoba, Canada
$38K – – –
BC
479
Bartlett & Co
Ohio
$34K – – –
CFN
480
Cordasco Financial Network
Florida
$32K – – –
DBT
481
Dubuque Bank & Trust
Iowa
$29K – – –
FAM
482
Formidable Asset Management
Ohio
$27K – – –
QLMGAA
483
QS Legg Mason Global Asset Allocation
New York
$27K +$1.11K +15 +4%
QAM
484
QCI Asset Management
New York
$24K -$7.39K -100 -24%
AFS
485
Aft Forsyth & Sober
Florida
$22K -$223K -3,040 -91%
MFBTD
486
MB Financial Bank - Trust Department
Illinois
$22K -$172K -2,339 -89%
JIR
487
James Investment Research
Ohio
$22K – – –
DSC
488
Duncker Streett & Co
Missouri
$15K – – –
PWAG
489
Polaris Wealth Advisory Group
California
$15K – – –
HCM
490
Highlander Capital Management
New Jersey
$14.7K +$14.7K +200 New
BFEC
491
Benjamin F. Edwards & Company
Missouri
$13K – – –
CCS
492
Crosspoint Capital Strategies
California
$12K – – –
JFA
493
JNBA Financial Advisors
Minnesota
$11K – – –
TCM
494
Tradewinds Capital Management
Washington
$9K – – –
TWM
495
Torch Wealth Management
Ohio
$9K +$9K +125 New
CP
496
Corbenic Partners
Pennsylvania
$7K +$7K +97 New
RFA
497
Reilly Financial Advisors
California
$5K -$131K -1,830 -96%
TDC
498
Thompson Davis & Co
Virginia
$5K – – –
SJIM
499
St. Johns Investment Management
Florida
$3K +$3K +40 New
CFG
500
CKW Financial Group
Hawaii
$2K +$846 +11 +73%
18 19
20
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