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iShares Select Dividend ETF
DVY

Overview Fund Activity

589 hedge funds and large institutions have $6.69B invested in iShares Select Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 239 increasing their positions, 153 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+74
Holders Change %
+14.37%
% of All Funds
15.72%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
1.17%
New
101
Increased
239
Reduced
153
Closed
17
Calls
$6.07M
Puts
$12.9M
Net Calls
-$6.82M
Net Calls Change
-$16.6M

Top Buyers

1
AA
ALPS Advisors
Colorado
+$284M
2
BTS
BB&T Securities
Virginia
+$115M
3
Wells Fargo
Wells Fargo
California
+$76.1M
4
Comerica Bank
Comerica Bank
Texas
+$53.5M
5
ACM
Aviance Capital Management
Florida
+$48M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$89.3M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$54.4M
3
SIC
Starr International Company
Switzerland
-$10.6M
4
TCM
Tuttle Capital Management
Connecticut
-$5.16M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
501
Traynor Capital Management
Pennsylvania
$208K +$208K +2,621 New
Neuberger Berman Group
502
Neuberger Berman Group
New York
$208K +$208K +2,627 New
SFU
503
Stonehage Fleming (UK)
United Kingdom
$206K – – –
SWM
504
SVA Wealth Management
Wisconsin
$202K +$202K +2,543 New
PG
505
Portola Group
California
$202K +$202K +2,550 New
SMC
506
Smith, Moore & Co
Missouri
$201K +$201K +2,530 New
FNBOMD
507
First National Bank of Mount Dora
Florida
$200K +$200K +2,525 New
MLICM
508
Metropolitan Life Insurance Company (MetLife)
New York
$198K – – –
SA
509
SRH Advisors
Kansas
$189K – – –
MFBTD
510
MB Financial Bank - Trust Department
Illinois
$183K -$183K -2,300 -50%
SNT
511
Security National Trust
West Virginia
$179K – – –
AP
512
Atwood & Palmer
Missouri
$178K – – –
JFA
513
JNBA Financial Advisors
Minnesota
$175K – – –
CB
514
Community Bank
New York
$171K +$171K +2,154 New
SEI Investments
515
SEI Investments
Pennsylvania
$168K +$168K +2,115 New
WRM
516
Westport Resources Management
Connecticut
$166K -$23.7K -298 -13%
WEC
517
Winslow Evans & Crocker
Massachusetts
$161K -$345K -4,344 -68%
MWP
518
MYCIO Wealth Partners
Pennsylvania
$158K +$10.3K +129 +7%
WC
519
Whitnell & Co
Illinois
$155K – – –
ECM
520
Exchange Capital Management
Michigan
$154K – – –
MA
521
MCF Advisors
Kentucky
$152K -$637 -8 -0.4%
BAM
522
Barrett Asset Management
New York
$149K +$79 +1 +0.1%
KPCM
523
Kings Point Capital Management
New York
$144K – – –
DBT
524
Dubuque Bank & Trust
Iowa
$142K +$111K +1,400 +359%
HW
525
Hedeker Wealth
Illinois
$142K +$142K +1,790 New
19 20
21
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