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iShares Select Dividend ETF
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Overview Fund Activity

606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+43
Holders Change %
+7.64%
% of All Funds
15.91%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.05%
New
82
Increased
198
Reduced
205
Closed
32
Calls
$6.43M
Puts
$7.68M
Net Calls
-$1.25M
Net Calls Change
-$5.1M

Top Buyers

1
MHI
1
Miller Howard Investments
New York
$77.9M
2
LPL Financial
2
LPL Financial
California
$137M
3
Wells Fargo
3
Wells Fargo
California
$405M
4
SCM
4
Sterling Capital Management
North Carolina
$43.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$34M

Top Sellers

1
GFG
1
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$68M
3
CC
3
Curian Capital
Colorado
$4.62M
4
Northern Trust
4
Northern Trust
Illinois
$212M
5
MPM
5
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
451
Capital City Trust
Florida
$286K – – –
NFG
452
Noven Financial Group
Colorado
$286K +$69.2K +922 +32%
ACM
453
Argentus Capital Management
Texas
$285K -$311K -4,132 -52%
SC
454
Searle & Co
Connecticut
$283K +$283K +3,800 New
UBWV
455
United Bank (West Virginia)
West Virginia
$279K – – –
PFS
456
Prospera Financial Services
Texas
$278K +$15K +200 +6%
FCCM
457
First City Capital Management
Georgia
$275K -$52.8K -702 -16%
TCM
458
Traynor Capital Management
Pennsylvania
$273K +$49.1K +655 +22%
CA
459
Cornerstone Advisory
Maryland
$268K +$268K +3,567 New
KFC
460
Klingenstein Fields & Co
New York
$263K – – –
JIP
461
Jaffetilchin Investment Partners
Florida
$261K -$24.1K -321 -8%
IAS
462
IMA Advisory Services
Colorado
$260K +$32K +455 +14%
AFG
463
Albion Financial Group
Utah
$259K – – –
LWAC
464
Laurel Wealth Advisors (California)
California
$259K +$259K +3,443 New
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$258K -$25.2K -335 -9%
GC
466
Gratus Capital
Georgia
$257K +$257K +3,422 New
SBH
467
Segall Bryant & Hamill
Illinois
$256K -$9.18K -122 -3%
SHA
468
Smith Hayes Advisers
Nebraska
$256K +$36.4K +484 +17%
RMC
469
Regis Management Company
California
$256K +$256K +3,411 New
ACM
470
Azimuth Capital Management
Michigan
$255K – – –
BCI
471
Brinker Capital Investments
Pennsylvania
$254K +$32.4K +431 +15%
SIG
472
Stanford Investment Group
California
$252K +$185K +2,456 +274%
WSFS
473
Wilmington Savings Fund Society
Delaware
$249K +$249K +3,313 New
CIC
474
Cutler Investment Counsel
Oregon
$249K +$249K +3,320 New
IIA
475
IPG Investment Advisors
California
$249K – – –
17 18
19
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