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iShares Select Dividend ETF
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Overview Fund Activity

444 hedge funds and large institutions have $4.67B invested in iShares Select Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
14.4%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
44
Increased
165
Reduced
163
Closed
26
Calls
$58.9M
Puts
$12.6M
Net Calls
+$46.3M
Net Calls Change
-$8.25M

Top Buyers

1
AAA
Alpine Associates Advisors
New Jersey
+$99.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$23.8M
3
Bank of America
Bank of America
North Carolina
+$8.85M
4
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$7.2M
5
Goldman Sachs
Goldman Sachs
New York
+$5.11M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.9M
2
BUB
BBVA USA Bancshares
Texas
-$15.2M
3
Morgan Stanley
Morgan Stanley
New York
-$13.1M
4
BFA
BlackRock Fund Advisors
California
-$11.4M
5
AIA
Alerus Investment Advisors
Minnesota
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
226
Park National Corp
Ohio
$970K +$39.5K +595 +4%
WB
227
WesBanco Bank
West Virginia
$966K +$9.96K +150 +1%
HSA
228
HBK Sorce Advisory
Pennsylvania
$959K -$967K -14,572 -50%
ICAS
229
Investors Capital Advisory Services
Massachusetts
$959K -$11.5K -174 -1%
HPC
230
HM Payson & Co
Maine
$951K -$30.6K -461 -3%
MA
231
Montag & Associates
Georgia
$943K -$99.5K -1,500 -10%
Brown Advisory
232
Brown Advisory
Maryland
$941K – – –
LPC
233
Loeb Partners Corp
New York
$934K – – –
AI
234
Atria Investments
North Carolina
$932K +$26.7K +403 +3%
SIC
235
Salem Investment Counselors
North Carolina
$925K +$226K +3,400 +32%
HB
236
Homrich & Berg
Georgia
$921K +$2.45K +37 +0.3%
JWM
237
Jacobus Wealth Management
Wisconsin
$919K – – –
PR
238
Payden & Rygel
California
$915K -$1.78M -26,900 -66%
RJT
239
Raymond James Trust
Florida
$867K +$152K +2,287 +21%
FA
240
FMA Advisory
Pennsylvania
$860K +$83.4K +1,257 +11%
T
241
Thomaspartners
Massachusetts
$850K -$90.8K -1,368 -10%
ACM
242
Argentus Capital Management
Texas
$848K -$3.91K -59 -0.5%
FHC
243
Forest Hill Capital
Arkansas
$829K – – –
FHA
244
First Horizon Advisors
Tennessee
$826K +$172K +2,597 +26%
NAM
245
Nichols Asset Management
Massachusetts
$818K – – –
BAS
246
Brown Advisory Securities
Maryland
$818K +$146K +2,212 +22%
SNBOSD
247
Security National Bank of So Dak
Iowa
$809K +$9.95K +150 +1%
PMFA
248
Plante Moran Financial Advisors
Michigan
$801K +$603K +9,096 +305%
MPM
249
Meritage Portfolio Management
Kansas
$798K -$277K -4,181 -26%
KC
250
Kingfisher Capital
North Carolina
$789K -$27.3K -412 -3%
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