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iShares Select Dividend ETF
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Overview Fund Activity

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.87%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$154M
2
Bank of America
2
Bank of America
North Carolina
$721M
3
CC
3
Curian Capital
Colorado
$37.6M
4
CS
4
Credit Suisse
Switzerland
$33.8M
5
BCM
5
Brookstone Capital Management
Illinois
$14.1M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$39.8M
2
WJA
2
Williams Jones & Associates
New York
$10.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$233M
4
Wells Fargo
4
Wells Fargo
California
$343M
5
SG Americas Securities
5
SG Americas Securities
New York
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Salient Capital Advisors
Texas
$879K -$291K -3,775 -25%
KC
277
Kingfisher Capital
North Carolina
$875K -$16.5K -214 -2%
T
278
Thomaspartners
Massachusetts
$865K -$8.77K -114 -1%
Manulife (Manufacturers Life Insurance)
279
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$819K -$39.8K -517 -5%
EWA
280
Exencial Wealth Advisors
Oklahoma
$817K +$608 +8 +0.1%
CCT
281
Country Club Trust
Missouri
$814K -$32.3K -420 -4%
Natixis Advisors
282
Natixis Advisors
Massachusetts
$814K +$5.16K +67 +0.6%
NC
283
NewSquare Capital
Pennsylvania
$810K -$68.5K -890 -8%
BAC
284
Boys Arnold & Co
North Carolina
$808K – – –
CTA
285
Colonial Trust Advisors
South Carolina
$800K +$8.78K +114 +1%
VA
286
Valmark Advisers
Ohio
$794K – – –
PWAP
287
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$787K -$7.55K -98 -0.9%
FWM
288
Focused Wealth Management
New York
$784K -$12.8K -166 -2%
AIA
289
Arbor Investment Advisors
North Carolina
$783K +$616 +8 +0.1%
HPC
290
HM Payson & Co
Maine
$780K -$49.9K -649 -6%
B
291
Bailard
California
$777K +$50K +650 +7%
BFA
292
Beaumont Financial Advisors
Massachusetts
$776K – – –
MC
293
Moors & Cabot
Massachusetts
$774K +$478K +6,228 +161%
NRS
294
Neville Rodie & Shaw
New York
$764K – – –
PMFA
295
Plante Moran Financial Advisors
Michigan
$746K – – –
CCM
296
Covington Capital Management
California
$746K +$158K +2,066 +27%
BHB
297
Bank Hapoalim BM
Israel
$733K -$4.62K -60 -0.6%
NCM
298
Narwhal Capital Management
Georgia
$712K – – –
FA
299
FDx Advisors
Illinois
$711K -$352K -4,575 -33%
MIP
300
Marietta Investment Partners
Wisconsin
$710K -$46.2K -600 -6%
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