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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 %
Walleye Trading
501
Walleye Trading
New York
$1.2K +$1.2K +16,348 New
Manulife (Manufacturers Life Insurance)
502
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$818 -$17 -225 -2%
MHI
503
Miller Howard Investments
New York
– -$9.91M -138,887 Closed
Federated Hermes
504
Federated Hermes
Pennsylvania
– -$5.51M -77,213 Closed
FIG
505
Fortress Investment Group
New York
– -$4.91M -68,800 Closed
Invesco
506
Invesco
Georgia
– -$3.96M -55,536 Closed
Allianz Asset Management
507
Allianz Asset Management
Germany
– -$3.57M -50,000 Closed
MSU
508
Maple Securities USA
New Jersey
– -$3.25M -45,500 Closed
FAAM
509
First Allied Asset Management
California
– -$2.47M -34,776 Closed
BP
510
Banyan Partners
Florida
– -$2.12M -29,692 Closed
GKIM
511
GW&K Investment Management
Massachusetts
– -$1.81M -25,381 Closed
Franklin Resources
512
Franklin Resources
California
– -$1.29M -18,090 Closed
PR
513
Payden & Rygel
California
– -$999K -14,000 Closed
WCM
514
Westend Capital Management
California
– -$887K -12,425 Closed
ACM
515
Argentus Capital Management
Texas
– -$853K -11,953 Closed
WCM
516
Weatherstone Capital Management
Colorado
– -$823K -11,550 Closed
PFM
517
Phillips Financial Management
Indiana
– -$735K -10,440 Closed
AAM
518
Aureus Asset Management
Massachusetts
– -$744K -10,430 Closed
ACM
519
Ashford Capital Management
Delaware
– -$321K -4,498 Closed
SFG
520
SNS Financial Group
Minnesota
– -$291K -4,082 Closed
EAMA
521
EFG Asset Management (Americas)
Florida
– -$289K -4,045 Closed
PFS
522
Prospera Financial Services
Texas
– -$277K -3,879 Closed
GJIC
523
Gamble Jones Investment Counsel
California
– -$215K -3,014 Closed
SHWM
524
Smith & Howard Wealth Management
Georgia
– -$69K -974 Closed
HR
525
Howe & Rusling
New York
– -$55K -772 Closed
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