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iShares Select Dividend ETF
DVY

Overview Fund Activity

571 hedge funds and large institutions have $5.3B invested in iShares Select Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
15.4%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.92%
New
33
Increased
144
Reduced
266
Closed
31
Calls
$13M
Puts
$4.01M
Net Calls
+$8.99M
Net Calls Change
+$7.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$95.5M
2
BlackRock
BlackRock
New York
$23.6M
3
Comerica Bank
Comerica Bank
Texas
$52.7M
4
SB
Suntrust Banks
Georgia
$125M
5
FMLI
Fukoku Mutual Life Insurance
Japan
$11.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$734M
2
ACM
Aviance Capital Management
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$277M
4
UBS Group
UBS Group
Switzerland
$157M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$3.64M +$34K +452 +0.9%
KA
127
Klingman & Associates
New York
$3.61M – – –
SFM
128
Signet Financial Management
New Jersey
$3.55M -$406K -5,408 -10%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$3.54M -$110K -1,459 -3%
BUB
130
BBVA USA Bancshares
Texas
$3.54M -$3.93M -52,293 -53%
AF
131
Allworth Financial
California
$3.39M +$188K +2,501 +6%
KeyBank National Association
132
KeyBank National Association
Ohio
$3.32M -$246K -3,279 -7%
LA
133
LVW Advisors
New York
$3.27M -$66.3K -882 -2%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$3.26M -$2.31M -30,800 -42%
OA
135
Oxbow Advisors
Texas
$3.23M +$56.4K +750 +2%
SC
136
Scotia Capital
Ontario, Canada
$3.23M +$117K +1,556 +4%
AR
137
Advisory Research
Illinois
$3.16M – – –
BSWMG
138
Barrington Strategic Wealth Management Group
Illinois
$3.15M -$348K -4,625 -10%
RTS
139
Round Table Services
New Jersey
$3.15M -$1.17M -15,626 -27%
VFAM
140
Valley Forge Asset Management
Pennsylvania
$3.12M -$56.7K -755 -2%
GG
141
Gofen & Glossberg
Illinois
$3.09M – – –
EDRH
142
Edmond de Rothschild Holding
Switzerland
$3.02M +$3.02M +40,198 New
FWCM
143
Ferguson Wellman Capital Management
Oregon
$2.99M +$150K +1,990 +5%
FC
144
FCA Corp
Texas
$2.95M -$87.6K -1,166 -3%
CAM
145
Capstone Asset Management
Texas
$2.9M +$67.6K +900 +2%
EDRS
146
Edmond de Rothschild (Suisse)
Switzerland
$2.89M +$2.89M +38,468 New
HC
147
HHG & Company
Connecticut
$2.88M -$2.63K -35 -0.1%
AC
148
Alexandria Capital
Virginia
$2.87M -$102K -1,361 -3%
MAA
149
Managed Account Advisors
New Jersey
$2.87M +$761K +10,128 +36%
KCM
150
Karp Capital Management
California
$2.86M +$216K +2,873 +8%
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