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iShares Select Dividend ETF
DVY

Overview Fund Activity

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$812M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.2M
3
ONB
Old National Bancorp
Indiana
$11.9M
4
LPL Financial
LPL Financial
California
$114M
5
NCM
Northside Capital Management
Oregon
$83.4M

Top Sellers

1
AA
ALPS Advisors
Colorado
$0
2
BTS
BB&T Securities
Virginia
$131M
3
ACM
Aviance Capital Management
Florida
$34.2M
4
Comerica Bank
Comerica Bank
Texas
$30.4M
5
MHI
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
201
FCG Advisors
New Jersey
$1.82M +$143K +1,830 +9%
PCA
202
Private Capital Advisors
Connecticut
$1.81M – – –
ATC
203
Argent Trust Co
Tennessee
$1.81M +$1.43M +18,326 +378%
NG
204
NatWest Group
United Kingdom
$1.76M +$48.2K +618 +3%
HTC
205
Haverford Trust Company
Pennsylvania
$1.75M -$38.6K -495 -2%
IC
206
Iconiq Capital
California
$1.74M – – –
FCBT
207
First Citizens Bank & Trust
North Carolina
$1.74M +$76.8K +985 +5%
CL
208
CPWM LLC
Washington
$1.7M -$194K -2,491 -10%
MAS
209
Madden Advisory Services
Florida
$1.68M -$80.2K -1,029 -5%
ALA
210
Atherton Lane Advisers
California
$1.68M -$180K -2,305 -10%
SWM
211
Strategic Wealth Management
Washington
$1.65M +$1.65M +21,225 New
MIAN
212
Mariner Independent Advisor Network
Kansas
$1.65M +$1.36M +17,492 +475%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$216K +2,765 +15%
MPM
214
Meritage Portfolio Management
Kansas
$1.62M -$1.66M -21,320 -51%
FSA
215
Franklin Street Advisors
North Carolina
$1.6M -$23.4K -300 -1%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$1.58M +$624K +8,005 +65%
BAM
217
Berkshire Asset Management
Pennsylvania
$1.57M – – –
LPT
218
Legacy Private Trust
Wisconsin
$1.56M – – –
JA
219
JOYN Advisors
Georgia
$1.54M – – –
PMG
220
ProVise Management Group
Florida
$1.54M +$7.8K +100 +0.5%
MMLI
221
Massachusetts Mutual Life Insurance
Massachusetts
$1.53M +$1.06M +13,542 +223%
JIC
222
Johnson Investment Counsel
Ohio
$1.48M +$49K +629 +3%
PFS
223
Prospera Financial Services
Texas
$1.45M +$223K +2,858 +18%
MBT
224
Montecito Bank & Trust
California
$1.43M -$37.2K -477 -3%
DCM
225
Donaldson Capital Management
Indiana
$1.43M +$24.3K +312 +2%
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