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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 %
UBWV
526
United Bank (West Virginia)
West Virginia
$315K – – –
PBO
527
Peoples Bank (Ohio)
Ohio
$314K -$23K -259 -7%
MSAM
528
Moloney Securities Asset Management
Missouri
$309K +$309K +3,494 New
WWM
529
Willingdon Wealth Management
North Carolina
$306K -$17.2K -194 -5%
NPF
530
Norris Perne & French
Michigan
$306K +$10.6K +120 +4%
AIM
531
Arcadia Investment Management
Michigan
$305K – – –
AFG
532
Albion Financial Group
Utah
$305K – – –
CA
533
Cornerstone Advisory
Maryland
$301K +$1.24K +14 +0.4%
IWA
534
Intercontinental Wealth Advisors
Texas
$298K +$15.1K +170 +5%
SMC
535
Smith, Moore & Co
Missouri
$293K +$10.6K +120 +4%
CFA
536
Carroll Financial Associates
North Carolina
$292K -$317K -3,587 -52%
MWM
537
Mascoma Wealth Management
New Hampshire
$291K +$291K +3,291 New
PCM
538
Parsons Capital Management
Rhode Island
$290K – – –
WEC
539
Winslow Evans & Crocker
Massachusetts
$289K – – –
BFPW
540
BOK Financial Private Wealth
Colorado
$288K – – –
BTNA
541
Bremer Trust National Association
Minnesota
$288K – – –
PCFFS
542
Pacific Center for Financial Services
California
$288K +$288K +3,251 New
SIG
543
Stanford Investment Group
California
$286K – – –
FNBOMD
544
First National Bank of Mount Dora
Florida
$285K – – –
SFSIG
545
San Francisco Sentry Investment Group
California
$282K – – –
BCM
546
BTR Capital Management
California
$281K – – –
PAS
547
Partnervest Advisory Services
California
$281K +$281K +3,167 New
CMP
548
Courage Miller Partners
Virginia
$279K +$30K +338 +12%
GC
549
Garde Capital
Washington
$277K +$277K +3,133 New
MCM
550
Murphy Capital Management
New Jersey
$275K +$177 +2 +0.1%
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