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iShares Select Dividend ETF
DVY

Overview Fund Activity

589 hedge funds and large institutions have $6.69B invested in iShares Select Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 239 increasing their positions, 153 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+74
Holders Change %
+14.37%
% of All Funds
15.72%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
1.17%
New
101
Increased
239
Reduced
153
Closed
17
Calls
$6.07M
Puts
$12.9M
Net Calls
-$6.82M
Net Calls Change
-$16.6M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$284M
2
BTS
2
BB&T Securities
Virginia
$229M
3
Wells Fargo
3
Wells Fargo
California
$424M
4
Comerica Bank
4
Comerica Bank
Texas
$81.4M
5
ACM
5
Aviance Capital Management
Florida
$105M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$27.6M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$24.4M
3
SIC
3
Starr International Company
Switzerland
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$6.11M
5
Deutsche Bank
5
Deutsche Bank
Germany
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
126
Amarillo National Bank
Texas
$4.36M +$162K +2,043 +4%
PA
127
Pinnacle Associates
New York
$4.34M +$857K +10,790 +25%
ICOA
128
Investment Centers of America
North Dakota
$4.33M -$29.5K -371 -0.7%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$4.31M – – –
AF
130
Allworth Financial
California
$4.28M +$395K +4,972 +10%
DSN
131
D. Scott Neal
Kentucky
$4.16M +$198K +2,495 +5%
RG
132
Rathbones Group
United Kingdom
$4.06M +$418K +5,260 +11%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$3.99M +$9.53K +120 +0.2%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$3.82M +$697K +8,775 +22%
KA
135
Klingman & Associates
New York
$3.82M +$3.82M +48,095 New
KeyBank National Association
136
KeyBank National Association
Ohio
$3.79M -$27K -340 -0.7%
BSWMG
137
Barrington Strategic Wealth Management Group
Illinois
$3.79M -$80.2K -1,010 -2%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$3.71M +$17.1K +215 +0.5%
LA
139
LVW Advisors
New York
$3.58M +$3.58M +45,090 New
11A
140
10-15 Associates
New York
$3.51M -$1.25M -15,741 -26%
FWM
141
Frontier Wealth Management
Missouri
$3.48M +$3.48M +43,799 New
MFS
142
MSI Financial Services
Massachusetts
$3.47M +$323K +4,062 +10%
VFAM
143
Valley Forge Asset Management
Pennsylvania
$3.46M +$37.2K +469 +1%
BJ
144
Brouwer & Janachowski
California
$3.46M -$146K -1,836 -4%
OIA
145
Optimum Investment Advisors
Illinois
$3.44M +$106K +1,341 +3%
MPM
146
Meritage Portfolio Management
Kansas
$3.35M +$2.26M +28,416 +207%
OC
147
Oppenheimer & Co
New York
$3.35M -$381K -4,796 -10%
AR
148
Advisory Research
Illinois
$3.34M – – –
EVM
149
Eaton Vance Management
Massachusetts
$3.29M +$476K +5,991 +17%
AC
150
Alexandria Capital
Virginia
$3.28M -$702K -8,838 -18%
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6
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