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iShares Select Dividend ETF
DVY

Overview Fund Activity

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M

Top Buyers

1
SIC
Starr International Company
Switzerland
$12.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73M
3
Morgan Stanley
Morgan Stanley
New York
$309M
4
MCM
Moore Capital Management
New York
$9.5M
5
MHI
Miller Howard Investments
New York
$9.91M

Top Sellers

1
AAA
Alpine Associates Advisors
New Jersey
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.3M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
IT
Investors Trust
Texas
$1.46M
5
BIT
BlackRock Institutional Trust
California
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Orleans Capital Management
Louisiana
$2.01M +$1.56M +21,860 +350%
JIC
177
Joel Isaacson & Co
New York
$2M +$31.1K +436 +2%
BOTW
178
Bank of the West
California
$1.97M +$199K +2,795 +11%
FNBT
179
FineMark National Bank & Trust
Florida
$1.96M +$630K +8,832 +48%
NSCM
180
New South Capital Management
Tennessee
$1.93M – – –
PJSIMP
181
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.93M +$389K +5,458 +25%
CWM
182
Concert Wealth Management
California
$1.92M -$154K -2,159 -7%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$1.9M -$10.6M -148,772 -85%
CPSAC
184
Chas P. Smith & Associates (CPS)
Florida
$1.88M +$1.26M +17,643 +202%
PCA
185
Private Capital Advisors
Connecticut
$1.87M – – –
GCA
186
Greenwood Capital Associates
South Carolina
$1.84M +$208K +2,920 +13%
SC
187
Scotia Capital
Ontario, Canada
$1.84M +$524K +7,347 +40%
SI
188
SII Investments
Wisconsin
$1.84M -$8.6K -122 -0.5%
GKIM
189
GW&K Investment Management
Massachusetts
$1.81M +$1.81M +25,381 New
PGA
190
Portland Global Advisors
Maine
$1.81M -$128K -1,800 -7%
CAL
191
Capital Analysts LLC
Pennsylvania
$1.79M +$74.6K +1,046 +4%
SC
192
SouthState Corp
Florida
$1.76M -$14.3K -200 -0.8%
ANB
193
Amarillo National Bank
Texas
$1.75M +$47.8K +670 +3%
ST
194
Smithfield Trust
Pennsylvania
$1.74M +$23.5K +330 +1%
SC
195
Stratford Consulting
Texas
$1.71M +$7.71K +108 +0.5%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$1.66M +$355K +4,971 +27%
CL
197
CPWM LLC
Washington
$1.66M +$153K +2,142 +10%
RFC
198
Regions Financial Corp
Alabama
$1.64M -$6.71K -94 -0.4%
SBWM
199
Sunflower Bank Wealth Management
Arizona
$1.64M +$56.9K +797 +4%
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$25K +350 +2%
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