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iShares Select Dividend ETF
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Overview Fund Activity

640 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 219 increasing their positions, 228 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
17.1%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.44%
New
43
Increased
219
Reduced
228
Closed
28
Calls
$43.6M
Puts
$116M
Net Calls
-$72.1M
Net Calls Change
-$72.7M

Top Buyers

1
NLI
Nippon Life Insurance
Japan
+$34.3M
2
CFS
Commonwealth Financial Services
West Virginia
+$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$11M
4
SB
Suntrust Banks
Georgia
+$8.94M
5
HNB
Huntington National Bank
Ohio
+$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$54.7M
2
Bank of America
Bank of America
North Carolina
-$29.7M
3
WP
WealthPLAN Partners
Nebraska
-$28.9M
4
SF
Synovus Financial
Georgia
-$21M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
451
Wilbanks Smith & Thomas Asset Management
Virginia
$376K +$10.3K +120 +3%
MAM
452
Mizuho Asset Management
Japan
$374K +$71.4K +833 +24%
IP
453
Investment Partners
Ohio
$372K +$130K +1,520 +54%
LNC
454
Lincoln National Corp
Pennsylvania
$370K +$145K +1,692 +64%
CA
455
Cambridge Advisors
Nebraska
$365K – – –
AAS
456
Annex Advisory Services
Wisconsin
$361K -$47.4K -554 -12%
Schroder Investment Management Group
457
Schroder Investment Management Group
United Kingdom
$360K -$12.3K -144 -3%
SYBT
458
Stock Yards Bank & Trust
Kentucky
$356K -$48.9K -570 -12%
IAMOG
459
Investors Asset Management of Georgia
Georgia
$356K – – –
AWM
460
Affinity Wealth Management
Delaware
$352K -$2.83K -33 -0.8%
FA
461
FC Advisory
Pennsylvania
$345K +$942 +11 +0.3%
BFA
462
Benedict Financial Advisors
Georgia
$343K +$1.35K +16 +0.4%
CCM
463
Catawba Capital Management
Virginia
$336K – – –
CCT
464
Capital City Trust
Florida
$335K – – –
GA
465
Geneva Advisors
Illinois
$333K +$86.8K +1,014 +35%
AWA
466
ARS Wealth Advisors
Florida
$332K +$332K +3,873 New
JSAM
467
J. Safra Asset Management
New York
$330K +$208K +2,432 +171%
PWW
468
Pettyjohn Wood & White
Virginia
$329K – – –
SC
469
Searle & Co
Connecticut
$327K +$100K +1,190 +44%
PBO
470
Peoples Bank (Ohio)
Ohio
$326K – – –
PFA
471
Paradigm Financial Advisors
Missouri
$325K -$12.5K -146 -4%
WI
472
Wintrust Investments
Illinois
$321K +$30.9K +360 +11%
RMC
473
Regis Management Company
California
$313K +$18.3K +213 +6%
WWM
474
Willingdon Wealth Management
North Carolina
$313K +$313K +3,651 New
PG
475
Patten Group
Tennessee
$311K -$9.65K -115 -3%
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