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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 %
HFS
301
HL Financial Services
Kentucky
$502K +$228K +3,441 +83%
SCCM
302
Schafer Cullen Capital Management
New York
$494K +$494K +7,450 New
WFG
303
Windsor Financial Group
Minnesota
$473K -$8.3K -125 -2%
DWM
304
Destination Wealth Management
California
$469K -$11.9K -179 -2%
BOS
305
Bingham Osborn & Scarborough
California
$466K -$52.6K -792 -10%
CWA
306
Constellation Wealth Advisors
New York
$462K – – –
EC
307
Estate Counselors
Wisconsin
$446K +$4.64K +70 +1%
DWT
308
Dorsey & Whitney Trust
South Dakota
$441K – – –
WS
309
Wedbush Securities
California
$436K -$413K -6,230 -49%
B
310
Bailard
California
$433K +$433K +6,522 New
WSFS
311
Wilmington Savings Fund Society
Delaware
$424K – – –
FB
312
Fulton Bank
Pennsylvania
$420K +$7.62K +115 +2%
OCM
313
Orleans Capital Management
Louisiana
$415K -$6.64K -100 -2%
LIM
314
Leavell Investment Management
Alabama
$415K – – –
WA
315
WFG Advisors
Texas
$414K -$53.8K -812 -12%
CCM
316
Covington Capital Management
California
$413K +$413K +6,220 New
EWA
317
EP Wealth Advisors
California
$413K +$413K +6,225 New
PFS
318
Prospera Financial Services
Texas
$412K +$73.4K +1,100 +22%
EHPM
319
Emery Howard Portfolio Management
California
$407K +$3.38K +51 +0.8%
LIC
320
Lodestar Investment Counsel
Illinois
$405K +$19.9K +300 +5%
CCM
321
Catawba Capital Management
Virginia
$393K +$9.95K +150 +3%
MHI
322
Miller Howard Investments
New York
$388K +$388K +5,845 New
TYCC
323
Texas Yale Capital Corp
Florida
$384K – – –
BCM
324
BTR Capital Management
California
$381K -$53K -800 -12%
OWD
325
Osborn Williams & Donohoe
Ohio
$381K -$5.31K -80 -1%
11 12
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