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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 %
FAM
501
Formidable Asset Management
Ohio
$28K – – –
ACS
502
Archford Capital Strategies
Illinois
$26.6K -$19.1K -248 -42%
QAM
503
QCI Asset Management
New York
$25K – – –
JIR
504
James Investment Research
Ohio
$23K – – –
CFSG
505
Community Financial Services Group
Vermont
$22K +$22K +289 New
HPBT
506
High Point Bank & Trust
North Carolina
$19K +$19K +253 New
BCI
507
Brinker Capital Investments
Pennsylvania
$18K -$6.36M -83,739 -100%
HCM
508
Highlander Capital Management
New Jersey
$15.4K – – –
BFEC
509
Benjamin F. Edwards & Company
Missouri
$13K – – –
CCS
510
Crosspoint Capital Strategies
California
$13K – – –
JFA
511
JNBA Financial Advisors
Minnesota
$12K – – –
HR
512
Howe & Rusling
New York
$11K +$11K +147 New
TWM
513
Torch Wealth Management
Ohio
$10K – – –
TCM
514
Tradewinds Capital Management
Washington
$9K – – –
NMIS
515
Northwestern Mutual Investment Services
Wisconsin
$8K +$8K +110 New
CP
516
Corbenic Partners
Pennsylvania
$7K – – –
TDC
517
Thompson Davis & Co
Virginia
$5K – – –
RFA
518
Reilly Financial Advisors
California
$5K – – –
CFG
519
CKW Financial Group
Hawaii
$3K +$1.1K +15 +58%
MCM
520
Moore Capital Management
New York
– -$5.36M -73,086 Closed
PP
521
Prudential plc
United Kingdom
– -$3.95M -53,900 Closed
OAM
522
Occidental Asset Management
California
– -$1.56M -21,237 Closed
Walleye Trading
523
Walleye Trading
New York
– -$1.2K -16,348 Closed
NFG
524
Nadler Financial Group
Illinois
– -$759K -10,350 Closed
BFA
525
BlackRock Fund Advisors
California
– -$732K -9,977 Closed
18 19 20
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