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iShares Select Dividend ETF
DVY

Overview Fund Activity

571 hedge funds and large institutions have $5.3B invested in iShares Select Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
15.4%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.92%
New
33
Increased
144
Reduced
266
Closed
31
Calls
$13M
Puts
$4.01M
Net Calls
+$8.99M
Net Calls Change
+$7.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$95.5M
2
BlackRock
BlackRock
New York
$23.6M
3
Comerica Bank
Comerica Bank
Texas
$52.7M
4
SB
Suntrust Banks
Georgia
$125M
5
FMLI
Fukoku Mutual Life Insurance
Japan
$11.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$734M
2
ACM
Aviance Capital Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$277M
4
UBS Group
UBS Group
Switzerland
$157M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
526
Oakworth Capital
Alabama
$58K – – –
BCM
527
Brookstone Capital Management
Illinois
$54K +$54K +714 New
TFO
528
Tarbox Family Office
California
$51K +$25.5K +337 +100%
First Manhattan
529
First Manhattan
New York
$46K -$1.99K -27 -4%
LWA
530
Lowe Wealth Advisors
Maryland
$44K – – –
MDCM
531
Morgan Dempsey Capital Management
Wisconsin
$43K – – –
HI
532
Hudock Inc
Pennsylvania
$42K – – –
EWM
533
Endurance Wealth Management
Rhode Island
$42K +$42K +560 New
Canada Life
534
Canada Life
Manitoba, Canada
$40K – – –
PIM
535
Parasol Investment Management
Illinois
$38K – – –
BC
536
Bartlett & Co
Ohio
$35K – – –
SFPM
537
Sensible Financial Planning & Management
Massachusetts
$34K +$34K +446 New
BRWM
538
B. Riley Wealth Management
Tennessee
$32K -$813K -11,154 -96%
FAM
539
Formidable Asset Management
Ohio
$31K – – –
HPBT
540
High Point Bank & Trust
North Carolina
$31K – – –
PSI
541
Pinnacle Summer Investments
Virginia
$30K -$38.6K -515 -56%
ClearBridge Investments
542
ClearBridge Investments
New York
$30K – – –
PSC
543
Prentiss Smith & Co
Vermont
$29K – – –
CFN
544
Cordasco Financial Network
Florida
$26K – – –
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
APSP
546
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K +$25K +332 New
CCS
547
Crosspoint Capital Strategies
California
$23K – – –
JIR
548
James Investment Research
Ohio
$23K – – –
AA
549
Apriem Advisors
California
$23K +$2.84K +37 +14%
IAS
550
INR Advisory Services
Pennsylvania
$23K +$23K +300 New
20 21
22
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