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

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$73.3M
2
B
2
Baird
Wisconsin
$14.5M
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$214M
5
CC
5
Curian Capital
Colorado
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
101
Marquette Asset Management
Minnesota
$4.66M -$109K -1,476 -2%
RPGK
102
Retirement Planning Group (Kansas)
Kansas
$4.56M -$88.8K -1,202 -2%
RTS
103
Round Table Services
New Jersey
$4.47M +$293K +3,967 +7%
11A
104
10-15 Associates
New York
$4.43M +$1.09M +14,791 +33%
Stifel Financial
105
Stifel Financial
Missouri
$4.38M -$166K -2,254 -4%
HNB
106
Huntington National Bank
Ohio
$4.25M -$4.21M – –
Creative Planning
107
Creative Planning
Kansas
$4.24M +$528K +7,145 +14%
HCM
108
Howland Capital Management
Massachusetts
$4.22M -$113K -1,535 -3%
ICOA
109
Investment Centers of America
North Dakota
$4.06M +$84.5K +1,143 +2%
HH
110
Hilltop Holdings
Texas
$4.03M +$707K +9,575 +21%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$4.01M +$7.39K +100 +0.2%
WF
112
Welch & Forbes
Massachusetts
$4M +$38.6K +523 +1%
ANB
113
Amarillo National Bank
Texas
$3.9M +$242K +3,279 +7%
AC
114
Alexandria Capital
Virginia
$3.71M +$360K +4,880 +11%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$3.7M +$210K +2,849 +6%
DSN
116
D. Scott Neal
Kentucky
$3.69M +$826K +11,180 +29%
AF
117
Allworth Financial
California
$3.61M +$1.4M +18,970 +63%
BSWMG
118
Barrington Strategic Wealth Management Group
Illinois
$3.6M -$233K -3,155 -6%
KeyBank National Association
119
KeyBank National Association
Ohio
$3.55M -$15.5K -210 -0.4%
OC
120
Oppenheimer & Co
New York
$3.47M +$501K +6,783 +17%
FANJ
121
Financial Architects (New Jersey)
New Jersey
$3.44M +$23.9K +324 +0.7%
RG
122
Rathbones Group
United Kingdom
$3.39M +$96.4K +1,305 +3%
BJ
123
Brouwer & Janachowski
California
$3.35M -$192K -2,595 -5%
NL
124
NWAM LLC
Washington
$3.35M -$10.7K -145 -0.3%
BRWA
125
B. Riley Wealth Advisors
Florida
$3.29M -$3.1M -41,938 -48%
3 4
5
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