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iShares Select Dividend ETF
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Overview Fund Activity

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$884M
2
FIG
2
FundX Investment Group
California
$41.7M
3
GFG
3
Gray Financial Group
Georgia
$53.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$316M
5
SF
5
Synovus Financial
Georgia
$40.2M

Top Sellers

1
MHI
1
Miller Howard Investments
New York
$0
2
SCM
2
Sterling Capital Management
North Carolina
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43M
4
BTS
4
BB&T Securities
Virginia
$5.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
601
Ipswich Investment Management
Massachusetts
$10K +$10K +120 New
QAM
602
QCI Asset Management
New York
$8K – – –
TDC
603
Thompson Davis & Co
Virginia
$8K – – –
MA
604
MCF Advisors
Kentucky
$8K – – –
CYG
605
Clean Yield Group
Vermont
$7K +$7K +90 New
AIM
606
Advantage Investment Management
Iowa
$1K +$1K +17 New
HW
607
Hancock Whitney
Mississippi
$338 -$5.89K -72,143 -95%
EWM
608
Endurance Wealth Management
Rhode Island
$46 – – –
MHI
609
Miller Howard Investments
New York
– -$77.9M -1,037,112 Closed
SCM
610
Sterling Capital Management
North Carolina
– -$43.6M -580,489 Closed
WJA
611
Williams Jones & Associates
New York
– -$9.66M -128,482 Closed
GKIM
612
GW&K Investment Management
Massachusetts
– -$8.94M -118,963 Closed
CC
613
Curian Capital
Colorado
– -$4.62M -61,534 Closed
Millennium Management
614
Millennium Management
New York
– -$1.21M -16,073 Closed
SS
615
Simplicity Solutions
Minnesota
– -$1.15M -15,334 Closed
AT
616
Acadia Trust
Maine
– -$876K -11,657 Closed
CCS
617
Crosspoint Capital Strategies
California
– -$850K -10,699 Closed
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$800K -10,639 Closed
BAC
619
Boys Arnold & Co
North Carolina
– -$781K -10,386 Closed
Citadel Advisors
620
Citadel Advisors
Florida
– -$768K -10,222 Closed
GC
621
Garde Capital
Washington
– -$654K -8,702 Closed
EC
622
Estate Counselors
Wisconsin
– -$648K -8,625 Closed
FWCM
623
First Western Capital Management
California
– -$507K -6,745 Closed
DP
624
Dearborn Partners
Illinois
– -$472K -6,284 Closed
TAM
625
Tocqueville Asset Management
New York
– -$425K -5,655 Closed
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25
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