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iShares Select Dividend ETF
DVY

Overview Fund Activity

515 hedge funds and large institutions have $5.14B invested in iShares Select Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.95%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
31
Increased
200
Reduced
180
Closed
26
Calls
$13.4M
Puts
$3.66M
Net Calls
+$9.74M
Net Calls Change
-$3M

Top Buyers

1
M&T Bank
M&T Bank
New York
$70.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$311M
3
BTS
BB&T Securities
Virginia
$106M
4
ACM
Aviance Capital Management
Florida
$52.9M
5
BIM
BlackRock Investment Management
Delaware
$62.4M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$73.3M
2
B
Baird
Wisconsin
$14.5M
3
BCM
Brookstone Capital Management
Illinois
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$214M
5
CC
Curian Capital
Colorado
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
501
QCI Asset Management
New York
$24K – – –
JIR
502
James Investment Research
Ohio
$22K – – –
HPBT
503
High Point Bank & Trust
North Carolina
$22K +$3.69K +51 +20%
CFSG
504
Community Financial Services Group
Vermont
$21K – – –
BCI
505
Brinker Capital Investments
Pennsylvania
$18K – – –
HCM
506
Highlander Capital Management
New Jersey
$14.8K – – –
BFEC
507
Benjamin F. Edwards & Company
Missouri
$13K – – –
CCS
508
Crosspoint Capital Strategies
California
$12K – – –
HR
509
Howe & Rusling
New York
$11K +$148 +2 +1%
TCM
510
Tradewinds Capital Management
Washington
$9K – – –
CP
511
Corbenic Partners
Pennsylvania
$7K – – –
TDC
512
Thompson Davis & Co
Virginia
$5K – – –
ACM
513
Antonetti Capital Management
Florida
$3K -$519K -6,925 -99%
CFG
514
CKW Financial Group
Hawaii
$3K – – –
NG
515
NatWest Group
United Kingdom
$1.24K +$199 +2,700 +19%
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$808 +$22 +300 +3%
BCM
517
Brookstone Capital Management
Illinois
– -$14.1M -182,984 Closed
MSWM
518
Mader & Shannon Wealth Management
Missouri
– -$6.99M -90,837 Closed
SGAM
519
Steinberg Global Asset Management
Florida
– -$6.07M -78,798 Closed
FIG
520
Fortress Investment Group
New York
– -$3.08M -40,000 Closed
GI
521
Glovista Investments
New Jersey
– -$2.52M -32,768 Closed
IF
522
IRON Financial
Illinois
– -$2M -25,974 Closed
GC
523
Guggenheim Capital
Illinois
– -$1.78M -23,137 Closed
PJSIMP
524
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$1.69M -21,983 Closed
HTHT
525
Hemenway Trust Hemenway Trust
New Hampshire
– -$1.3M -16,880 Closed
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