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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 %
WA
276
WFG Advisors
Texas
$778K +$22.4K +306 +3%
ALA
277
Atherton Lane Advisers
California
$778K +$36.7K +500 +5%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$770K -$20.6K -281 -3%
BAC
279
Boys Arnold & Co
North Carolina
$769K – – –
NFG
280
Nadler Financial Group
Illinois
$759K – – –
FWM
281
Focused Wealth Management
New York
$759K +$6.74K +92 +0.9%
VA
282
Valmark Advisers
Ohio
$756K -$13K -178 -2%
PWAP
283
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$756K +$10.4K +142 +1%
CTA
284
Colonial Trust Advisors
South Carolina
$753K +$58.8K +802 +8%
AIA
285
Arbor Investment Advisors
North Carolina
$745K -$35.9K -490 -5%
MCC
286
Mid Continent Capital
Illinois
$740K -$3.3K -45 -0.4%
BFA
287
Beaumont Financial Advisors
Massachusetts
$739K – – –
BFA
288
BlackRock Fund Advisors
California
$732K -$2.54M -34,668 -78%
CG
289
Colony Group
Massachusetts
$732K -$18.3K -250 -2%
GLA
290
Great Lakes Advisors
Illinois
$731K -$27.9K -381 -4%
NRS
291
Neville Rodie & Shaw
New York
$728K -$13.2K -180 -2%
MIP
292
Marietta Investment Partners
Wisconsin
$720K -$118K -1,615 -14%
PFP
293
Pinnacle Financial Partners
Tennessee
$714K +$72.3K +985 +11%
PMFA
294
Plante Moran Financial Advisors
Michigan
$711K -$10.6K -145 -1%
BHB
295
Bank Hapoalim BM
Israel
$703K -$10.3M -140,631 -94%
B
296
Bailard
California
$692K – – –
WEC
297
Winslow Evans & Crocker
Massachusetts
$680K +$103K +1,400 +18%
NCM
298
Narwhal Capital Management
Georgia
$679K +$40.4K +550 +6%
Luther King Capital Management (LKCM)
299
Luther King Capital Management (LKCM)
Texas
$678K -$110K -1,500 -14%
JG
300
Jefferies Group
New York
$674K +$480K +6,546 +247%
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