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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 %
PCA
176
Private Capital Advisors
Connecticut
$2.02M – – –
SI
177
SII Investments
Wisconsin
$2.01M -$74.2K -961 -4%
IF
178
IRON Financial
Illinois
$2M -$1.89M -24,531 -49%
NSCM
179
New South Capital Management
Tennessee
$1.99M – – –
FWIA
180
Fort Washington Investment Advisors
Ohio
$1.96M +$63.1K +820 +3%
CFA
181
Camarda Financial Advisors
Florida
$1.95M +$41.6K +540 +2%
MAS
182
Madden Advisory Services
Florida
$1.93M +$3.31K +43 +0.2%
RFC
183
Regions Financial Corp
Alabama
$1.89M +$145K +1,880 +8%
SC
184
SouthState Corp
Florida
$1.88M -$19.2K -250 -1%
SC
185
Stratford Consulting
Texas
$1.87M +$12.8K +166 +0.7%
FUBT
186
First United Bank & Trust
Maryland
$1.85M +$153K +1,990 +9%
BOK
187
Bank of Kentucky
Kentucky
$1.83M -$308K -4,000 -14%
CL
188
CPWM LLC
Washington
$1.81M +$4.85K +63 +0.3%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.8M -$7.39K -96 -0.4%
UBS AM
190
UBS AM
Illinois
$1.8M +$507K +6,590 +39%
GC
191
Guggenheim Capital
Illinois
$1.78M +$1.73M +22,477 +3,406%
ALA
192
Atherton Lane Advisers
California
$1.74M +$925K +12,022 +113%
IC
193
Iconiq Capital
California
$1.71M -$327K -4,255 -16%
FNBT
194
FineMark National Bank & Trust
Florida
$1.71M +$54K +701 +3%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.69M -$20.8K -270 -1%
SAG
196
Sterne Agee Group
Alabama
$1.68M -$149K -1,937 -8%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$1.68M -$244K -3,163 -13%
HTC
198
Haverford Trust Company
Pennsylvania
$1.64M +$162K +2,103 +11%
Bank of Nova Scotia
199
Bank of Nova Scotia
Ontario, Canada
$1.63M +$1.05M +13,696 +182%
VC
200
Vicus Capital
Pennsylvania
$1.62M +$454K +5,895 +39%
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