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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 %
William Blair & Company
101
William Blair & Company
Illinois
$5.19M -$12.7K -165 -0.2%
ECML
102
Eagle Capital Management (Louisiana)
Louisiana
$5.14M +$146K +1,895 +3%
Franklin Resources
103
Franklin Resources
California
$5.12M +$5.12M +66,535 New
MAM
104
Marquette Asset Management
Minnesota
$4.97M -$217K -2,824 -4%
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$4.84M -$39.3K -511 -0.8%
Stifel Financial
106
Stifel Financial
Missouri
$4.74M -$488K -6,336 -9%
UCFA
107
United Capital Financial Advisors
Texas
$4.71M -$2.96M -38,420 -39%
HCM
108
Howland Capital Management
Massachusetts
$4.51M -$771K -10,021 -15%
RTS
109
Round Table Services
New Jersey
$4.35M +$539 +7 +0%
NEAM
110
New England Asset Management
Connecticut
$4.3M -$30.8K -400 -0.7%
HNB
111
Huntington National Bank
Ohio
$4.21M -$4.12M – –
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$4.17M -$5K -65 -0.1%
ICOA
113
Investment Centers of America
North Dakota
$4.13M -$419K -5,455 -9%
WF
114
Welch & Forbes
Massachusetts
$4.13M +$90.7K +1,178 +2%
BSWMG
115
Barrington Strategic Wealth Management Group
Illinois
$3.99M -$255K -3,312 -6%
Creative Planning
116
Creative Planning
Kansas
$3.87M -$132K -1,717 -3%
ANB
117
Amarillo National Bank
Texas
$3.81M +$1.29M +16,702 +51%
PA
118
Pinnacle Associates
New York
$3.81M -$21.6K -281 -0.6%
KeyBank National Association
119
KeyBank National Association
Ohio
$3.72M +$63.9K +830 +2%
BJ
120
Brouwer & Janachowski
California
$3.69M -$117K -1,525 -3%
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$3.64M +$434K +5,641 +14%
VFAM
122
Valley Forge Asset Management
Pennsylvania
$3.6M -$694K -9,021 -16%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$3.56M +$78.5K +1,020 +2%
BAM
124
Berkshire Asset Management
Pennsylvania
$3.54M -$947K -12,300 -21%
CA
125
Commerzbank Aktiengesellschaft
Germany
$3.51M +$318K +4,130 +10%
3 4
5
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