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iShares Select Dividend ETF
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Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$563M
2
BlackRock
BlackRock
New York
$148M
3
Morgan Stanley
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
426
LeJeune Puetz Investment Counsel
Michigan
$712K – – –
LA
427
LexAurum Advisors
Kansas
$700K +$700K +6,978 New
BW
428
Bison Wealth
Georgia
$695K +$26.9K +273 +4%
GLA
429
Good Life Advisors
Pennsylvania
$695K +$239K +2,398 +52%
SWM
430
SeaCrest Wealth Management
New York
$695K +$695K +7,054 New
SQA
431
Simon Quick Advisors
New Jersey
$692K -$1.22M -12,167 -64%
PFS
432
Prospera Financial Services
Texas
$692K -$784K -7,946 -53%
PWLP
433
Prio Wealth Limited Partnership
Massachusetts
$692K -$28.6K -290 -4%
FHB
434
First Hawaiian Bank
Hawaii
$689K +$26.5K +269 +4%
BA
435
Bristlecone Advisors
Washington
$688K -$86.2K -874 -11%
FPFS
436
First Personal Financial Services
North Carolina
$687K +$48.3K +490 +8%
PSUF
437
People's United Financial
Connecticut
$681K +$681K +6,912 New
ATFA
438
All Terrain Financial Advisors
Minnesota
$681K +$681K +6,912 New
BAC
439
Boys Arnold & Co
North Carolina
$677K – – –
SHJ
440
Sharkey, Howes & Javer
Colorado
$664K -$67.2K -681 -9%
BIA
441
Biondo Investment Advisors
Pennsylvania
$660K +$660K +6,700 New
DJSG
442
D.J. St. Germain
Massachusetts
$658K -$12.2K -124 -2%
NA
443
NewEdge Advisors
Louisiana
$655K -$157K -1,574 -19%
OCM
444
Orleans Capital Management
Louisiana
$650K -$34.5K -350 -5%
CB
445
Chemical Bank
Michigan
$646K -$39.9K -405 -6%
CWM
446
Cahaba Wealth Management
Georgia
$644K -$2.46K -25 -0.4%
FHC
447
Forest Hill Capital
Arkansas
$641K -$296K -3,000 -32%
CIBC Asset Management
448
CIBC Asset Management
Ontario, Canada
$638K +$638K +6,470 New
EIA
449
Eldridge Investment Advisors
New Hampshire
$631K +$631K +6,405 New
HPC
450
Hobart Private Capital
North Carolina
$627K +$627K +6,361 New
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