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iShares Select Dividend ETF
DVY

Overview Fund Activity

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$812M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.2M
3
ONB
3
Old National Bancorp
Indiana
$11.9M
4
LPL Financial
4
LPL Financial
California
$114M
5
NCM
5
Northside Capital Management
Oregon
$83.4M

Top Sellers

1
AA
1
ALPS Advisors
Colorado
$0
2
BTS
2
BB&T Securities
Virginia
$131M
3
ACM
3
Aviance Capital Management
Florida
$34.2M
4
Comerica Bank
4
Comerica Bank
Texas
$30.4M
5
MHI
5
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
126
D. Scott Neal
Kentucky
$3.86M -$232K -2,975 -6%
EVM
127
Eaton Vance Management
Massachusetts
$3.84M +$618K +7,925 +19%
FA
128
FC Advisory
Pennsylvania
$3.82M +$3.82M +48,988 New
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$3.79M -$124K -1,593 -3%
KA
130
Klingman & Associates
New York
$3.75M – – –
FANJ
131
Financial Architects (New Jersey)
New Jersey
$3.74M +$93.8K +1,204 +3%
IF
132
IRON Financial
Illinois
$3.73M +$1.92M +24,626 +106%
KeyBank National Association
133
KeyBank National Association
Ohio
$3.7M -$22.3K -286 -0.6%
FWM
134
Frontier Wealth Management
Missouri
$3.67M +$261K +3,343 +8%
BSWMG
135
Barrington Strategic Wealth Management Group
Illinois
$3.63M -$84.6K -1,085 -2%
LA
136
LVW Advisors
New York
$3.46M -$57.2K -734 -2%
11A
137
10-15 Associates
New York
$3.33M -$110K -1,412 -3%
AF
138
Allworth Financial
California
$3.32M -$885K -11,356 -21%
VFAM
139
Valley Forge Asset Management
Pennsylvania
$3.3M -$101K -1,302 -3%
OA
140
Oxbow Advisors
Texas
$3.3M +$111K +1,425 +3%
AR
141
Advisory Research
Illinois
$3.28M – – –
OIA
142
Optimum Investment Advisors
Illinois
$3.24M -$135K -1,726 -4%
SC
143
Scotia Capital
Ontario, Canada
$3.24M +$191K +2,449 +6%
GG
144
Gofen & Glossberg
Illinois
$3.21M – – –
NL
145
NWAM LLC
Washington
$3.2M +$8.73K +112 +0.3%
FC
146
FCA Corp
Texas
$3.15M +$88.2K +1,132 +3%
AC
147
Alexandria Capital
Virginia
$3.08M -$145K -1,865 -5%
HCM
148
Hollencrest Capital Management
California
$3.03M +$20.5K +263 +0.7%
HC
149
HHG & Company
Connecticut
$2.99M +$1.25K +16 +0%
FWCM
150
Ferguson Wellman Capital Management
Oregon
$2.95M -$806K -10,342 -21%
4 5
6
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