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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 %
CAM
201
Capstone Asset Management
Texas
$1.61M -$2.7K -35 -0.2%
PGA
202
Portland Global Advisors
Maine
$1.61M -$261K -3,390 -14%
AC
203
Alley Company
Illinois
$1.61M +$5.85K +76 +0.4%
NA
204
Nottingham Advisors
New York
$1.57M +$80.4K +1,045 +5%
FSA
205
Franklin Street Advisors
North Carolina
$1.56M +$354K +4,600 +29%
PNC
206
Park National Corp
Ohio
$1.55M +$150K +1,945 +11%
LPT
207
Legacy Private Trust
Wisconsin
$1.54M +$1.54M +20,025 New
IT
208
Investors Trust
Texas
$1.54M -$89.4K -1,161 -5%
PMG
209
ProVise Management Group
Florida
$1.53M -$7.7K -100 -0.5%
CBN
210
Cadence Bank NA
Texas
$1.51M -$52.4K -680 -3%
JIC
211
Johnson Investment Counsel
Ohio
$1.5M +$44.6K +580 +3%
BSB
212
Bangor Savings Bank
Maine
$1.5M – – –
JA
213
JOYN Advisors
Georgia
$1.46M -$7.62K -99 -0.5%
SNBOSCI
214
Security National Bank of Sioux City Iowa
Iowa
$1.46M – – –
MBT
215
Montecito Bank & Trust
California
$1.45M -$53.4K -693 -4%
NES
216
New England Securities
New York
$1.45M -$206K -2,674 -12%
CWM
217
Concert Wealth Management
California
$1.43M -$227K -3,014 -14%
EP
218
Edgestream Partners
New Jersey
$1.43M +$1.43M +18,535 New
RJT
219
Raymond James Trust
Florida
$1.43M +$102K +1,329 +8%
DAS
220
Dynamic Advisor Solutions
Arizona
$1.41M +$374K +4,863 +36%
FA
221
FMA Advisory
Pennsylvania
$1.39M +$21.1K +274 +2%
GCA
222
Greenwood Capital Associates
South Carolina
$1.39M -$1.07M -13,913 -44%
CA
223
CapWealth Advisors
Tennessee
$1.39M +$45.4K +590 +3%
DCM
224
Donaldson Capital Management
Indiana
$1.38M +$87K +1,131 +7%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$1.35M +$67.1K +871 +5%
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