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iShares Select Dividend ETF
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Overview Fund Activity

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M

Top Buyers

1
SIC
Starr International Company
Switzerland
$12.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73M
3
Morgan Stanley
Morgan Stanley
New York
$309M
4
MCM
Moore Capital Management
New York
$9.5M
5
MHI
Miller Howard Investments
New York
$9.91M

Top Sellers

1
AAA
Alpine Associates Advisors
New Jersey
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.3M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
IT
Investors Trust
Texas
$1.46M
5
BIT
BlackRock Institutional Trust
California
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenview Trust
Kentucky
$836K +$836K +11,720 New
KC
277
Kingfisher Capital
North Carolina
$828K -$20.5K -287 -2%
WCM
278
Weatherstone Capital Management
Colorado
$823K +$823K +11,550 New
CCT
279
Country Club Trust
Missouri
$816K -$246K -3,445 -23%
MIP
280
Marietta Investment Partners
Wisconsin
$816K – – –
FNT
281
First National Trust
Pennsylvania
$780K -$2.42K -34 -0.3%
ACM
282
Aviance Capital Management
Florida
$772K -$47.3K -662 -6%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$770K +$71.6K +1,003 +10%
Luther King Capital Management (LKCM)
284
Luther King Capital Management (LKCM)
Texas
$767K -$17.8K -250 -2%
EWA
285
Exencial Wealth Advisors
Oklahoma
$765K – – –
AIA
286
Arbor Investment Advisors
North Carolina
$760K -$48.9K -685 -6%
BAC
287
Boys Arnold & Co
North Carolina
$749K -$62.5K -875 -8%
VA
288
Valmark Advisers
Ohio
$749K -$9.35K -131 -1%
CAL
289
Capital Advisors Ltd
Ohio
$746K +$746K +10,453 New
AAM
290
Aureus Asset Management
Massachusetts
$744K -$978K -13,708 -57%
GLA
291
Great Lakes Advisors
Illinois
$739K -$686K -9,619 -48%
NFG
292
Nadler Financial Group
Illinois
$738K +$428 +6 +0.1%
PFM
293
Phillips Financial Management
Indiana
$735K -$7.32K -104 -1%
WA
294
WFG Advisors
Texas
$735K +$290K +4,062 +65%
FWM
295
Focused Wealth Management
New York
$732K -$19.3K -270 -3%
CG
296
Colony Group
Massachusetts
$731K -$99.6K -1,395 -12%
PWAP
297
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$726K +$24K +337 +3%
CWM
298
Cabot Wealth Management
Massachusetts
$725K -$77.3K -1,083 -10%
MCC
299
Mid Continent Capital
Illinois
$723K -$53.5K -750 -7%
NRS
300
Neville Rodie & Shaw
New York
$722K +$64.3K +900 +10%
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