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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 %
GI
476
Gradient Investments
Minnesota
$89K +$37.6K +490 +73%
PAI
477
Pittenger & Anderson Inc
Nebraska
$83K +$83K +1,075 New
WOC
478
West Oak Capital
California
$82.8K – – –
VCM
479
Vigilant Capital Management
Maine
$72K – – –
ClearBridge Investments
480
ClearBridge Investments
New York
$69K – – –
AFS
481
Aft Forsyth & Sober
Florida
$69K +$46K +600 +200%
MG
482
MDE Group
New Jersey
$67K -$29.2K -380 -30%
TCOV
483
Trust Company of Vermont
Vermont
$64K +$3.88K +50 +6%
SFSIG
484
San Francisco Sentry Investment Group
California
$60K – – –
KTC
485
Kistler-Tiffany Companies
Pennsylvania
$60K – – –
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$58.9K +$58.9K +765 New
OC
487
Oakworth Capital
Alabama
$58K – – –
ST
488
Somerset Trust
Pennsylvania
$58K – – –
First Manhattan
489
First Manhattan
New York
$50K -$26.9K -350 -35%
GAM
490
Gemmer Asset Management
California
$48K +$311 +4 +0.7%
MDCM
491
Morgan Dempsey Capital Management
Wisconsin
$44K – – –
HI
492
Hudock Inc
Pennsylvania
$43K – – –
HCC
493
Hirtle Callaghan & Co
Pennsylvania
$41K – – –
S
494
SignatureFD
Georgia
$40K – – –
TCM
495
TD Capital Management
Tennessee
$40K +$304 +4 +0.8%
Canada Life
496
Canada Life
Manitoba, Canada
$39K – – –
BC
497
Bartlett & Co
Ohio
$35K – – –
CFN
498
Cordasco Financial Network
Florida
$34K – – –
DBT
499
Dubuque Bank & Trust
Iowa
$30K – – –
QLMGAA
500
QS Legg Mason Global Asset Allocation
New York
$28K -$706 -9 -2%
18 19
20
21 22