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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 %
PA
126
Pinnacle Associates
New York
$3.24M -$410K -5,554 -11%
VFAM
127
Valley Forge Asset Management
Pennsylvania
$3.19M -$273K -3,701 -8%
AR
128
Advisory Research
Illinois
$3.11M – – –
OIA
129
Optimum Investment Advisors
Illinois
$3.11M -$10.6K -143 -0.3%
OA
130
Oxbow Advisors
Texas
$3.09M +$103K +1,398 +3%
GG
131
Gofen & Glossberg
Illinois
$3.04M +$20.2K +273 +0.7%
MFS
132
MSI Financial Services
Massachusetts
$2.93M +$246K +3,332 +9%
FWCM
133
Ferguson Wellman Capital Management
Oregon
$2.91M -$153K -2,078 -5%
FC
134
FCA Corp
Texas
$2.86M +$114K +1,550 +4%
HCM
135
Hollencrest Capital Management
California
$2.84M +$66.8K +905 +2%
AW
136
ACG Wealth
Georgia
$2.81M -$340K -4,602 -11%
OL
137
Orbitronix LP
California
$2.81M -$6.13M -82,994 -69%
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$2.73M +$2.73M +36,990 New
CCG
139
Cypress Capital Group
Florida
$2.72M +$9.23K +125 +0.3%
KFS
140
KMS Financial Services
Washington
$2.7M +$170K +2,306 +7%
HC
141
HHG & Company
Connecticut
$2.66M -$42.2K -572 -2%
BAM
142
Berkshire Asset Management
Pennsylvania
$2.64M -$758K -10,258 -22%
EVM
143
Eaton Vance Management
Massachusetts
$2.61M +$138K +1,865 +6%
TWA
144
TCI Wealth Advisors
Arizona
$2.6M -$38.2K -517 -1%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$2.58M +$32.4K +437 +1%
LNB
146
Ledyard National Bank
$2.56M -$370K -5,014 -13%
FAAS
147
First Allied Advisory Services
California
$2.55M -$20.9K -283 -0.8%
FBT
148
Founders Bank & Trust
Michigan
$2.51M +$129K +1,745 +5%
BAM
149
Brave Asset Management
New Jersey
$2.5M -$656K -8,875 -21%
AMG
150
Asset Management Group
Connecticut
$2.5M -$2.59K -35 -0.1%
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