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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 %
QAM
426
QCI Asset Management
New York
$28K – – –
DBT
427
Dubuque Bank & Trust
Iowa
$26K – – –
TCCM
428
Timber Creek Capital Management
Massachusetts
$26K +$20.2K +310 +344%
JIR
429
James Investment Research
Ohio
$20K – – –
BFEC
430
Benjamin F. Edwards & Company
Missouri
$18K – – –
NC
431
NewSquare Capital
Pennsylvania
$18K +$10K +150 +125%
PWAG
432
Polaris Wealth Advisory Group
California
$13.3K – – –
DSC
433
Duncker Streett & Co
Missouri
$13K -$32.5K -500 -71%
CTC
434
Central Trust Company
Missouri
$13K – – –
HMS
435
Hanseatic Management Services
New Mexico
$11K – – –
MWAM
436
Mariner Wealth Advisors (Madison)
Kansas
$10K +$10K +155 New
SMA
437
Simply Money Advisors
Ohio
$9K -$436K -6,534 -98%
SFSIG
438
San Francisco Sentry Investment Group
California
$7K -$3.64K -52 -34%
PFO
439
Pathstone Family Office
New Jersey
$6K -$15.3K -242 -72%
CP
440
Corbenic Partners
Pennsylvania
$6K +$6K +92 New
TRCT
441
Tower Research Capital (TRC)
New York
$3K -$4.39K -57 -59%
RFA
442
Reilly Financial Advisors
California
$3K – – –
EWM
443
Elite Wealth Management
Washington
$2K – – –
First Manhattan
444
First Manhattan
New York
$1K -$8.15K -163 -89%
EFS
445
Essex Financial Services
Connecticut
$745 -$48 -719 -6%
CCT
446
Capital City Trust
Florida
$571 – – –
SBCM
447
Silver Bridge Capital Management
Massachusetts
– -$6.62M -103,389 Closed
BAAM
448
Baker Avenue Asset Management
California
– -$6.22M -96,340 Closed
DS
449
DRW Securities
Illinois
– -$3.2M -50,050 Closed
FWIA
450
Fort Washington Investment Advisors
Ohio
– -$2.32M -36,255 Closed
15 16 17
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