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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 %
DADC
251
D.A. Davidson & Co
Montana
$771K -$141K -2,133 -16%
CG
252
Colony Group
Massachusetts
$771K – – –
FA
253
FDx Advisors
Illinois
$764K -$164K -2,474 -18%
ACM
254
Aviance Capital Management
Florida
$761K +$242K +3,654 +47%
SSWM
255
Sheets Smith Wealth Management
North Carolina
$760K +$10.2K +154 +1%
MIP
256
Marietta Investment Partners
Wisconsin
$759K -$33.2K -500 -4%
BAC
257
Boys Arnold & Co
North Carolina
$754K -$44.7K -674 -6%
EWA
258
Exencial Wealth Advisors
Oklahoma
$754K – – –
AIA
259
Arbor Investment Advisors
North Carolina
$752K -$3.85K -58 -0.5%
CWM
260
Cabot Wealth Management
Massachusetts
$746K -$24.2K -365 -3%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$730K +$76.3K +1,150 +12%
FNT
262
First National Trust
Pennsylvania
$728K – – –
MCC
263
Mid Continent Capital
Illinois
$722K -$3.32K -50 -0.5%
CS
264
Comerica Securities
Michigan
$720K +$189K +2,846 +36%
VC
265
Vicus Capital
Pennsylvania
$719K +$719K +10,843 New
WT
266
Whittier Trust
California
$718K – – –
VA
267
Valmark Advisers
Ohio
$705K +$4.71K +71 +0.7%
AT
268
Arden Trust
Delaware
$703K – – –
PFM
269
Phillips Financial Management
Indiana
$699K +$18K +271 +3%
FWM
270
Focused Wealth Management
New York
$699K +$699K +10,533 New
SFS
271
Signator Financial Services
Massachusetts
$693K +$65.1K +978 +10%
NFG
272
Nadler Financial Group
Illinois
$686K +$133 +2 +0%
ALA
273
Atherton Lane Advisers
California
$677K +$216K +3,255 +47%
PWAP
274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$653K +$87.6K +1,320 +15%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$649K -$23.6K -355 -4%
9 10
11
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