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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 %
KFS
151
KMS Financial Services
Washington
$2.63M +$637K +8,281 +32%
AMG
152
Asset Management Group
Connecticut
$2.61M +$20.7K +269 +0.8%
PP
153
Palladium Partners
Virginia
$2.6M -$37.8K -491 -1%
EVM
154
Eaton Vance Management
Massachusetts
$2.58M +$183K +2,373 +8%
BII
155
Baring International Investment
United Kingdom
$2.52M +$357K +4,652 +16%
GI
156
Glovista Investments
New Jersey
$2.52M +$2.52M +32,768 New
JWBC
157
J.W. Burns & Co
New York
$2.52M +$101K +1,309 +4%
FBT
158
Founders Bank & Trust
Michigan
$2.48M -$99.7K -1,295 -4%
EAM
159
Evanson Asset Management
California
$2.46M -$304K -3,948 -11%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$2.42M +$263K +3,414 +12%
SCM
161
Steward Capital Management
Michigan
$2.41M -$1.54M -20,000 -39%
ZF
162
Zhang Financial
Michigan
$2.37M +$130K +1,682 +6%
BOTW
163
Bank of the West
California
$2.37M +$114K +1,480 +5%
FCI
164
Financial Counselors Inc
Kansas
$2.34M -$26.2K -340 -1%
AF
165
Allworth Financial
California
$2.31M -$2M -26,011 -46%
WA
166
Winfield Associates
Ohio
$2.26M -$16K -208 -0.7%
OCM
167
Orleans Capital Management
Louisiana
$2.2M +$38.5K +500 +2%
JIC
168
Joel Isaacson & Co
New York
$2.17M -$20.7K -269 -0.9%
SBWM
169
Sunflower Bank Wealth Management
Arizona
$2.17M +$189K +2,455 +10%
FHC
170
First Houston Capital
Texas
$2.17M +$51.2K +665 +2%
CIA
171
Choate Investment Advisors
Massachusetts
$2.14M -$41.6K -540 -2%
CAL
172
Capital Analysts LLC
Pennsylvania
$2.12M +$163K +2,118 +8%
GGPS
173
Gary Goldberg Planning Services
New York
$2.12M +$286K +3,711 +16%
SC
174
Scotia Capital
Ontario, Canada
$2.1M +$19.2K +250 +0.9%
AT
175
Arden Trust
Delaware
$2.06M +$169K +2,199 +9%
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