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iShares Select Dividend ETF
DVY

Overview Fund Activity

515 hedge funds and large institutions have $5.14B invested in iShares Select Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.95%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
1.1%
New
31
Increased
200
Reduced
180
Closed
26
Calls
$13.4M
Puts
$3.66M
Net Calls
+$9.74M
Net Calls Change
-$3M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$70.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$311M
3
BTS
3
BB&T Securities
Virginia
$106M
4
ACM
4
Aviance Capital Management
Florida
$52.9M
5
BIM
5
BlackRock Investment Management
Delaware
$62.4M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$73.3M
2
B
2
Baird
Wisconsin
$14.5M
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$214M
5
CC
5
Curian Capital
Colorado
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$1.5M +$202K +2,739 +16%
CAM
202
Capstone Asset Management
Texas
$1.48M -$66.5K -900 -4%
LPT
203
Legacy Private Trust
Wisconsin
$1.48M – – –
PMG
204
ProVise Management Group
Florida
$1.46M -$7.38K -100 -0.5%
PGA
205
Portland Global Advisors
Maine
$1.43M -$110K -1,490 -7%
DCM
206
Donaldson Capital Management
Indiana
$1.41M +$89.2K +1,207 +7%
MBT
207
Montecito Bank & Trust
California
$1.4M +$6.58K +89 +0.5%
CA
208
CapWealth Advisors
Tennessee
$1.39M +$59.1K +800 +4%
UBS AM
209
UBS AM
Illinois
$1.39M -$340K -4,600 -20%
CBN
210
Cadence Bank NA
Texas
$1.38M -$66.7K -903 -5%
RJT
211
Raymond James Trust
Florida
$1.35M -$19.2K -260 -1%
FA
212
FMA Advisory
Pennsylvania
$1.35M +$10.9K +148 +0.8%
NES
213
New England Securities
New York
$1.33M -$59K -798 -4%
JIC
214
Johnson Investment Counsel
Ohio
$1.3M -$141K -1,908 -10%
DADC
215
D.A. Davidson & Co
Montana
$1.29M +$246K +3,335 +24%
MAA
216
Managed Account Advisors
New Jersey
$1.27M +$638K +8,636 +101%
JCM
217
Jag Capital Management
Missouri
$1.26M +$19.3K +261 +2%
CNB
218
City National Bank
California
$1.24M -$17.1K -232 -1%
SNBOSCI
219
Security National Bank of Sioux City Iowa
Iowa
$1.23M -$171K -2,310 -12%
SSB
220
Sandy Spring Bank
Maryland
$1.23M +$169K +2,290 +16%
ICAS
221
Investors Capital Advisory Services
Massachusetts
$1.22M -$46.2K -625 -4%
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$1.21M -$83.8K -1,135 -6%
CT
223
Cambridge Trust
Massachusetts
$1.21M -$83.1K -1,125 -6%
EFS
224
Essex Financial Services
Connecticut
$1.21M +$26.6K +360 +2%
PFP
225
Pinnacle Financial Partners
Tennessee
$1.21M +$206K +2,785 +20%
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