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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 %
ACM
501
Azimuth Capital Management
Michigan
$355K +$44.3K +500 +14%
YWP
502
YorkBridge Wealth Partners
New York
$355K +$355K +4,047 New
AWA
503
ARS Wealth Advisors
Florida
$351K +$7.8K +88 +2%
RMAM
504
Raab & Moskowitz Asset Management
New Jersey
$350K +$35.4K +400 +11%
BFA
505
Benedict Financial Advisors
Georgia
$349K -$12.3K -139 -3%
CCM
506
Catawba Capital Management
Virginia
$347K – – –
CCT
507
Capital City Trust
Florida
$346K – – –
SC
508
Searle & Co
Connecticut
$342K -$2.66K -30 -0.8%
CFD
509
Creative Financial Designs
Indiana
$342K +$342K +3,857 New
JSAM
510
J. Safra Asset Management
New York
$341K – – –
DP
511
Dearborn Partners
Illinois
$341K +$341K +3,846 New
PWW
512
Pettyjohn Wood & White
Virginia
$340K – – –
PFA
513
Paradigm Financial Advisors
Missouri
$336K +$88 +1 +0%
I
514
IberiaBank
Louisiana
$335K +$22.6K +255 +7%
EWA
515
EP Wealth Advisors
California
$335K +$81.1K +915 +32%
WI
516
Wintrust Investments
Illinois
$331K -$354 -4 -0.1%
CG
517
Caprock Group
Idaho
$326K -$108K -1,224 -25%
RMC
518
Regis Management Company
California
$324K +$1.15K +13 +0.4%
FI
519
FormulaFolio Investments
Michigan
$323K +$323K +3,647 New
AAS
520
Annex Advisory Services
Wisconsin
$320K -$53.1K -600 -14%
MWP
521
MYCIO Wealth Partners
Pennsylvania
$320K – – –
Neuberger Berman Group
522
Neuberger Berman Group
New York
$320K +$81.5K +920 +34%
RWM
523
Ritholtz Wealth Management
New York
$319K +$319K +3,600 New
PG
524
Patten Group
Tennessee
$317K -$15.7K -175 -5%
CDIA
525
Capital Directions Investment Advisors
Georgia
$317K +$178K +2,011 +128%
19 20
21
22 23