DVY icon

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 %
NL
126
NWAM LLC
Washington
$3.5M -$158K -2,059 -4%
AC
127
Alexandria Capital
Virginia
$3.49M -$443K -5,760 -11%
11A
128
10-15 Associates
New York
$3.47M -$224K -2,910 -6%
HH
129
Hilltop Holdings
Texas
$3.47M +$529K +6,877 +18%
RG
130
Rathbones Group
United Kingdom
$3.44M -$254K -3,295 -7%
BRWA
131
B. Riley Wealth Advisors
Florida
$3.29M +$1.52M +39,880 +86%
BAM
132
Brave Asset Management
New Jersey
$3.29M +$399K +5,181 +14%
AW
133
ACG Wealth
Georgia
$3.29M -$253K -3,281 -7%
OIA
134
Optimum Investment Advisors
Illinois
$3.24M +$87K +1,130 +3%
AR
135
Advisory Research
Illinois
$3.24M – – –
FWCM
136
Ferguson Wellman Capital Management
Oregon
$3.19M +$630K +8,180 +25%
GG
137
Gofen & Glossberg
Illinois
$3.15M – – –
OA
138
Oxbow Advisors
Texas
$3.12M – – –
OC
139
Oppenheimer & Co
New York
$3.09M -$61.4K -797 -2%
FIG
140
Fortress Investment Group
New York
$3.08M +$3.08M +40,000 New
LNB
141
Ledyard National Bank
$3.06M -$536K -6,966 -15%
DSN
142
D. Scott Neal
Kentucky
$2.99M -$26.6K -345 -0.9%
HCM
143
Hollencrest Capital Management
California
$2.89M -$47.5K -617 -2%
FC
144
FCA Corp
Texas
$2.86M -$411K -5,345 -13%
CCG
145
Cypress Capital Group
Florida
$2.82M -$35.4K -460 -1%
HC
146
HHG & Company
Connecticut
$2.82M +$67.3K +874 +2%
MFS
147
MSI Financial Services
Massachusetts
$2.8M -$118K -1,539 -4%
TWA
148
TCI Wealth Advisors
Arizona
$2.75M -$87.9K -1,142 -3%
FAAS
149
First Allied Advisory Services
California
$2.69M +$27.1K +351 +1%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$2.64M +$243K +3,155 +10%
4 5
6
7 8