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iShares Select Dividend ETF
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Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$47.1M +$12.8M +143,713 +37%
FIG
27
FundX Investment Group
California
$44.8M -$2.82M -31,800 -6%
TNBTD
28
Trustmark National Bank Trust Department
Mississippi
$40.5M +$6.25M +70,573 +18%
CB
29
Commerce Bank
Missouri
$39.6M -$1.01M -11,393 -2%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$39.2M -$659K -7,439 -2%
CS
31
Credit Suisse
Switzerland
$38.5M +$2.53M +28,615 +7%
CIA
32
Capital Investment Advisors
Georgia
$33.4M -$2.47M -27,922 -7%
BF
33
BOK Financial
Oklahoma
$33.2M +$418K +4,723 +1%
AC
34
Allstate Corporation
Illinois
$30.8M – – –
RJA
35
Raymond James & Associates
Florida
$30.3M -$3.01M -33,967 -9%
Truist Financial
36
Truist Financial
North Carolina
$30M -$2.05M -23,146 -6%
FMLI
37
Fukoku Mutual Life Insurance
Japan
$29.1M – – –
KT
38
Kanaly Trust
Texas
$29M -$58.6K -662 -0.2%
AssetMark Inc
39
AssetMark Inc
California
$28.5M +$1.9M +21,420 +7%
BIT
40
BlackRock Institutional Trust
California
$28.2M +$1.23M +13,850 +5%
BlackRock
41
BlackRock
New York
$27.9M +$20.4K +230 +0.1%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$26.9M +$428K +4,828 +2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$26.8M +$565K +6,380 +2%
NEAM
44
New England Asset Management
Connecticut
$24.2M +$1.58M +17,860 +7%
ANTB
45
AMG National Trust Bank
Colorado
$23M +$501K +5,659 +2%
UCFA
46
United Capital Financial Advisors
Texas
$22.3M +$9.32M +105,178 +72%
AAC
47
Asset Advisors Corp
Georgia
$21.8M -$70.9K -800 -0.3%
SF
48
Synovus Financial
Georgia
$21.4M -$2.78M -31,418 -11%
Stifel Financial
49
Stifel Financial
Missouri
$21.3M +$5.06M +57,181 +31%
MGIA
50
Moneta Group Investment Advisors
Missouri
$20.3M -$286K -3,232 -1%
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