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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
+$12.2M
3
SCG
Strategic Capital Group
Washington
+$8.63M
4
CS
Credit Suisse
Switzerland
+$7.3M
5
BIM
BlackRock Investment Management
Delaware
+$6.95M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$51.8M
2
Wells Fargo
Wells Fargo
California
-$24.5M
3
PI
Placemark Investments
Illinois
-$20.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.4M
5
BHB
Bank Hapoalim BM
Israel
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
351
White Pine Capital
Minnesota
$387K +$110K +1,500 +40%
HC
352
Highmount Capital
New York
$385K -$739K -10,083 -66%
NB
353
NBT Bank
New York
$385K +$385K +5,250 New
Brown Advisory
354
Brown Advisory
Maryland
$383K -$188K -2,562 -33%
AA
355
Ancora Advisors
Ohio
$383K +$27.6K +377 +8%
FWP
356
FAS Wealth Partners
Kansas
$376K – – –
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$372K – – –
Bessemer Group
358
Bessemer Group
New Jersey
$372K – – –
EC
359
Estate Counselors
Wisconsin
$368K -$33.8K -462 -8%
WTIM
360
Wilmington Trust Investment Management
Delaware
$367K +$124K +1,698 +51%
BRWM
361
B. Riley Wealth Management
Tennessee
$365K +$365K +4,982 New
BCM
362
BTR Capital Management
California
$363K -$58.7K -800 -14%
FFC
363
First Financial Corp
Indiana
$362K -$2.05K -28 -0.6%
NFC
364
Northeast Financial Consultants
Connecticut
$359K – – –
CWA
365
Convergent Wealth Advisors
Maryland
$359K – – –
RT
366
Reliance Trust
Georgia
$358K -$69.7K -950 -16%
AAS
367
Annex Advisory Services
Wisconsin
$354K -$3.82K -52 -1%
ACM
368
Antonetti Capital Management
Florida
$350K -$16.5K -225 -5%
NPIT
369
National Penn Investors Trust
Pennsylvania
$350K – – –
CCM
370
Catawba Capital Management
Virginia
$349K -$60.2K -820 -15%
FHB
371
First Hawaiian Bank
Hawaii
$349K – – –
KFC
372
Klingenstein Fields & Co
New York
$345K +$14.7K +200 +4%
FCCM
373
First City Capital Management
Georgia
$342K – – –
TH
374
Timber Hill
Connecticut
$336K +$336K +4,577 New
GHA
375
GW Henssler & Associates
Georgia
$327K +$83.4K +1,135 +34%
13 14
15
16 17