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iShares Select Dividend ETF
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Overview Fund Activity

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M

Top Buyers

1
BlackRock
1
BlackRock
New York
$112M
2
TNBTD
2
Trustmark National Bank Trust Department
Mississippi
$57.3M
3
CCM
3
Covington Capital Management
California
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$420M
5
CA
5
Cumberland Advisors
Florida
$12.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$511M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$32K
3
Bank of America
3
Bank of America
North Carolina
$935M
4
FIG
4
FundX Investment Group
California
$1.35M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$40.6M -$8.04M -88,228 -17%
CB
27
Commerce Bank
Missouri
$40.1M -$681K -7,470 -2%
CS
28
Credit Suisse
Switzerland
$40M +$413K +4,531 +1%
BF
29
BOK Financial
Oklahoma
$35.9M +$1.75M +19,227 +5%
RJA
30
Raymond James & Associates
Florida
$32.6M +$1.45M +15,913 +5%
CIA
31
Capital Investment Advisors
Georgia
$32.2M -$2.11M -23,170 -6%
Truist Financial
32
Truist Financial
North Carolina
$31.9M +$1.08M +11,859 +4%
AC
33
Allstate Corporation
Illinois
$31.7M – – –
AssetMark Inc
34
AssetMark Inc
California
$31M +$1.72M +18,908 +6%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$29.9M – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$27.4M -$141K -1,548 -0.5%
NEAM
37
New England Asset Management
Connecticut
$25.8M +$911K +10,000 +4%
ANTB
38
AMG National Trust Bank
Colorado
$24M +$324K +3,554 +1%
AAC
39
Asset Advisors Corp
Georgia
$22.4M -$9.11K -100 -0%
SF
40
Synovus Financial
Georgia
$21.9M -$153K -1,680 -0.7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$21.7M +$3.74M +41,012 +21%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$21.3M -$6.46M -70,923 -23%
GT
43
Glenmede Trust
Pennsylvania
$21.2M +$1.19M +13,059 +6%
CFB
44
Cullen/Frost Bankers
Texas
$20.9M +$1.12M +12,282 +6%
MGIA
45
Moneta Group Investment Advisors
Missouri
$20.9M -$2.1K -23 -0%
LIA
46
LBMC Investment Advisors
Tennessee
$20.7M -$34.7K -381 -0.2%
HighTower Advisors
47
HighTower Advisors
Illinois
$19.7M +$5.18M +56,930 +36%
CCM
48
Covington Capital Management
California
$19.5M +$15.3M +408,759 +367%
NSIM
49
North Star Investment Management
Illinois
$19.2M +$797K +8,754 +4%
Stifel Financial
50
Stifel Financial
Missouri
$19.1M -$2.83M -31,073 -13%
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