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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
$32.8M
3
Bank of America
Bank of America
North Carolina
$610M
4
DBIA
Dumont & Blake Investment Advisors
New Jersey
$7.2M
5
Goldman Sachs
Goldman Sachs
New York
$34.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$241M
2
BUB
BBVA USA Bancshares
Texas
$5.05M
3
Morgan Stanley
Morgan Stanley
New York
$278M
4
BFA
BlackRock Fund Advisors
California
$3.98M
5
AIA
Alerus Investment Advisors
Minnesota
$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
351
Coldstream Capital Management
Washington
$280K – – –
PSUF
352
People's United Financial
Connecticut
$274K – – –
KFC
353
Klingenstein Fields & Co
New York
$272K +$13.3K +200 +5%
AFG
354
Albion Financial Group
Utah
$266K +$3.31K +50 +1%
EIM
355
Emerson Investment Management
Massachusetts
$262K +$262K +3,953 New
MIH
356
Madison Investment Holdings
Wisconsin
$260K +$260K +3,925 New
CB
357
Chemical Bank
Michigan
$257K +$257K +3,870 New
AIP
358
ARS Investment Partners
New York
$255K +$255K +3,845 New
WA
359
WealthTrust Axiom
Pennsylvania
$253K – – –
GC
360
Guggenheim Capital
Illinois
$251K -$628K -9,484 -71%
GAM
361
Garrison Asset Management
Arkansas
$249K -$179K -2,700 -42%
GA
362
Geneva Advisors
Illinois
$246K +$33.1K +499 +16%
WPC
363
White Pine Capital
Minnesota
$241K -$9.01K -136 -4%
HW
364
Hancock Whitney
Mississippi
$240K -$99.6K -1,500 -29%
PWLP
365
Prio Wealth Limited Partnership
Massachusetts
$239K +$27.8K +420 +13%
PAS
366
Partnervest Advisory Services
California
$236K +$146K +2,205 +162%
PSI
367
Pinnacle Summer Investments
Virginia
$236K +$212K +3,200 +877%
ACM
368
Azimuth Capital Management
Michigan
$235K +$235K +3,539 New
CP
369
Camelot Portfolios
Ohio
$234K – – –
NIA
370
Northstar Investment Advisors
Colorado
$228K -$4.98K -75 -2%
PCM
371
Parsons Capital Management
Rhode Island
$225K -$5.64K -85 -2%
WB
372
Webster Bank
Connecticut
$224K – – –
FMWA
373
Forvis Mazars Wealth Advisors
Missouri
$221K +$221K +3,325 New
BTNA
374
Bremer Trust National Association
Minnesota
$220K +$2.8K +42 +1%
M
375
MOTCO
Texas
$219K – – –
13 14
15
16 17