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

Top Sellers

1
GFG
Gray Financial Group
Georgia
$15.8M
2
Goldman Sachs
Goldman Sachs
New York
$68M
3
CC
Curian Capital
Colorado
$4.62M
4
Northern Trust
Northern Trust
Illinois
$212M
5
MPM
Meritage Portfolio Management
Kansas
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
476
Choreo LLC
Illinois
$248K +$4.44K +59 +2%
EWA
477
EP Wealth Advisors
California
$245K -$44.6K -595 -15%
BTNA
478
Bremer Trust National Association
Minnesota
$245K -$16K -212 -6%
SFI
479
SPC Financial Inc
Maryland
$244K – – –
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$244K +$2.78K +37 +1%
OSNBOA
481
Old Second National Bank of Aurora
Illinois
$243K – – –
OC
482
Oakworth Capital
Alabama
$242K +$185K +2,469 +326%
PA
483
Planning Alternatives
Michigan
$242K +$242K +3,224 New
BCM
484
BTR Capital Management
California
$239K -$4.88K -65 -2%
M
485
MOTCO
Texas
$238K -$12.4K -165 -5%
RCM
486
Rain Capital Management
Oregon
$236K +$236K +3,004 New
RMAM
487
Raab & Moskowitz Asset Management
New Jersey
$235K – – –
IWA
488
Intercontinental Wealth Advisors
Texas
$235K +$235K +3,125 New
CWM
489
Cabot Wealth Management
Massachusetts
$234K – – –
WTC
490
WhitTier Trust Company
Nevada
$233K -$15K -200 -6%
GF
491
Gerstein Fisher
New York
$233K – – –
SCA
492
STALEY CAPITAL ADVISERS
Pennsylvania
$233K – – –
FNB
493
Farmers National Bank
Kentucky
$233K +$13.9K +185 +6%
PCM
494
Parsons Capital Management
Rhode Island
$227K +$15.3K +204 +7%
WKWM
495
Walter & Keenan Wealth Management
Indiana
$225K – – –
CLOS
496
Compagnie Lombard Odier SCmA
Switzerland
$223K – – –
GS
497
Girard Securities
California
$223K +$223K +2,919 New
SMG
498
Spectrum Management Group
Indiana
$222K – – –
AIC
499
Ayalon Insurance Company
Israel
$220K – – –
FM
500
Forward Management
California
$220K +$220K +2,930 New
18 19
20
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