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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.

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
1
Williams Jones & Associates
New York
$23.8M
2
ACM
2
Aviance Capital Management
Florida
$13M
3
SCG
3
Strategic Capital Group
Washington
$9.9M
4
CS
4
Credit Suisse
Switzerland
$15.8M
5
BIM
5
BlackRock Investment Management
Delaware
$33.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$632M
2
Wells Fargo
2
Wells Fargo
California
$338M
3
PI
3
Placemark Investments
Illinois
$6.76M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$233M
5
BHB
5
Bank Hapoalim BM
Israel
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
101
Howland Capital Management
Massachusetts
$5.03M 68,634 +9,157 +15%
Stifel Financial
102
Stifel Financial
Missouri
$4.98M 67,869 +67,869 New
William Blair & Company
103
William Blair & Company
Illinois
$4.95M 67,553 -1,775 -3%
MAM
104
Marquette Asset Management
Minnesota
$4.94M 67,337 -1,318 -2%
ECML
105
Eagle Capital Management (Louisiana)
Louisiana
$4.76M 64,900 -14,810 -19%
RPGK
106
Retirement Planning Group (Kansas)
Kansas
$4.65M 63,437 +3,705 +6%
BAM
107
Berkshire Asset Management
Pennsylvania
$4.27M 58,241 -17,913 -24%
RTS
108
Round Table Services
New Jersey
$4.14M 56,506 +1,237 +2%
NEAM
109
New England Asset Management
Connecticut
$4.13M 56,250 – –
HNB
110
Huntington National Bank
Ohio
– – – –
AF
111
Allworth Financial
California
$4.1M 55,973 +25,471 +84%
VFAM
112
Valley Forge Asset Management
Pennsylvania
$4.09M 55,844 +15,699 +39%
BSWMG
113
Barrington Strategic Wealth Management Group
Illinois
$4.04M 55,158 +33 +0.1%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$3.99M 54,241 +54,241 New
PP
115
Prudential plc
United Kingdom
$3.95M 53,900 +2,900 +6%
ICOA
116
Investment Centers of America
North Dakota
$3.94M 59,200 +39,830 +206%
WF
117
Welch & Forbes
Massachusetts
$3.85M 52,471 -740 -1%
Creative Planning
118
Creative Planning
Kansas
$3.81M 51,924 -14,604 -22%
SCM
119
Steward Capital Management
Michigan
$3.76M 51,290 -10,000 -16%
AC
120
Alexandria Capital
Virginia
$3.75M 51,077 -5,434 -10%
IF
121
IRON Financial
Illinois
$3.7M 50,505 +50,505 New
PA
122
Pinnacle Associates
New York
$3.65M 49,748 -380 -0.8%
BJ
123
Brouwer & Janachowski
California
$3.63M 49,487 -11,924 -19%
11A
124
10-15 Associates
New York
$3.52M 48,038 +65 +0.1%
RG
125
Rathbones Group
United Kingdom
$3.51M 47,915 +1,885 +4%
3 4
5
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