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iShares Select Dividend ETF
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Overview Fund Activity

589 hedge funds and large institutions have $6.69B invested in iShares Select Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 239 increasing their positions, 153 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+74
Holders Change %
+14.37%
% of All Funds
15.72%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
1.17%
New
101
Increased
239
Reduced
153
Closed
17
Calls
$6.07M
Puts
$12.9M
Net Calls
-$6.82M
Net Calls Change
-$16.6M

Top Buyers

1
AA
ALPS Advisors
Colorado
$284M
2
BTS
BB&T Securities
Virginia
$229M
3
Wells Fargo
Wells Fargo
California
$424M
4
Comerica Bank
Comerica Bank
Texas
$81.4M
5
ACM
Aviance Capital Management
Florida
$105M

Top Sellers

1
AC
Allstate Corporation
Illinois
$27.6M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.4M
3
SIC
Starr International Company
Switzerland
$0
4
TCM
Tuttle Capital Management
Connecticut
$6.11M
5
Deutsche Bank
Deutsche Bank
Germany
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
276
Davidson & Garrard
Virginia
$1.01M – – –
FHC
277
Forest Hill Capital
Arkansas
$993K – – –
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$993K +$747K +9,402 +303%
GT
279
Glenview Trust
Kentucky
$991K +$991K +12,480 New
SFS
280
Summit Financial Strategies
Ohio
$990K +$990K +12,463 New
WA
281
WFG Advisors
Texas
$988K +$91.9K +1,157 +10%
NAM
282
Nichols Asset Management
Massachusetts
$979K – – –
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$978K +$45.1K +568 +5%
SNBOSD
284
Security National Bank of So Dak
Iowa
$968K +$23.8K +300 +3%
RW
285
Rand Wealth
Maryland
$964K +$16K +198 +2%
KC
286
Kingfisher Capital
North Carolina
$928K +$33.8K +426 +4%
EWM
287
Evermay Wealth Management
Virginia
$920K -$556 -7 -0.1%
BRWM
288
B. Riley Wealth Management
Tennessee
$911K +$79.4K +1,000 +10%
B
289
Bailard
California
$907K +$26.2K +330 +3%
HBWM
290
Hollow Brook Wealth Management
New York
$906K +$906K +11,408 New
CM
291
Cornerstone Management
Georgia
$904K +$904K +11,388 New
PCA
292
Peddock Capital Advisors
Massachusetts
$901K -$389K -4,906 -30%
OAM
293
Occidental Asset Management
California
$893K +$893K +11,250 New
CCT
294
Country Club Trust
Missouri
$889K +$36.1K +455 +4%
FNT
295
First National Trust
Pennsylvania
$882K +$122K +1,540 +16%
CCM
296
Covington Capital Management
California
$877K +$89.3K +1,125 +11%
SFM
297
Signet Financial Management
New Jersey
$877K +$877K +11,043 New
PWAP
298
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$875K +$53.1K +669 +6%
RIA
299
Regal Investment Advisors
Michigan
$850K -$308K -3,877 -27%
EWA
300
Exencial Wealth Advisors
Oklahoma
$849K – – –
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