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iShares Select Dividend ETF
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Overview Fund Activity

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M

Top Buyers

1
WJA
Williams Jones & Associates
New York
$23.8M
2
ACM
Aviance Capital Management
Florida
$13M
3
SCG
Strategic Capital Group
Washington
$9.9M
4
CS
Credit Suisse
Switzerland
$15.8M
5
BIM
BlackRock Investment Management
Delaware
$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$632M
2
Wells Fargo
Wells Fargo
California
$338M
3
PI
Placemark Investments
Illinois
$6.76M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$233M
5
BHB
Bank Hapoalim BM
Israel
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Donaldson Capital Management
Indiana
$1.23M +$77.9K +1,063 +7%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$1.22M +$30.6K +417 +3%
FMBTD
228
First Midwest Bank Trust Division
Illinois
$1.22M – – –
PCA
229
Peddock Capital Advisors
Massachusetts
$1.19M – – –
GAM
230
Gould Asset Management
California
$1.19M -$61.6K -840 -5%
FSA
231
Franklin Street Advisors
North Carolina
$1.14M -$44K -600 -4%
HTHT
232
Hemenway Trust Hemenway Trust
New Hampshire
$1.14M – – –
CS
233
Comerica Securities
Michigan
$1.13M +$127K +1,734 +13%
SCA
234
Salient Capital Advisors
Texas
$1.11M -$131K -1,791 -11%
PP
235
Patten & Patten
Tennessee
$1.11M -$11.1K -152 -1%
VC
236
Vicus Capital
Pennsylvania
$1.11M +$227K +3,101 +26%
RIA
237
Regal Investment Advisors
Michigan
$1.1M -$94.9K -1,294 -8%
HSA
238
HBK Sorce Advisory
Pennsylvania
$1.1M -$16K -218 -1%
EFS
239
Essex Financial Services
Connecticut
$1.09M +$209K +2,850 +24%
WSCM
240
Wellington Shields Capital Management
New York
$1.09M -$24.6K -335 -2%
FCBT
241
First Citizens Bank & Trust
North Carolina
$1.08M +$385K +5,250 +55%
SSWM
242
Sheets Smith Wealth Management
North Carolina
$1.08M +$210K +2,861 +24%
CNB
243
City National Bank
California
$1.07M -$55.3K -755 -5%
CAL
244
Capital Advisors Ltd
Ohio
$1.04M +$273K +3,720 +36%
KFP
245
Keystone Financial Planning
Ohio
$1.03M -$175K -2,392 -15%
WB
246
WesBanco Bank
West Virginia
$1.02M -$54.2K -740 -5%
SIC
247
Salem Investment Counselors
North Carolina
$1.02M – – –
DADC
248
D.A. Davidson & Co
Montana
$1.02M +$120K +1,633 +13%
FA
249
FDx Advisors
Illinois
$1.01M +$16.9K +230 +2%
WT
250
Whittier Trust
California
$1M -$22.7K -309 -2%
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