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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 %
BAM
626
Bruderman Asset Management
New York
$109K -$5.32K -60 -5%
EWM
627
Edge Wealth Management
New York
$108K – – –
MMG
628
Monetary Management Group
Missouri
$100K +$100K +1,125 New
MAM
629
Meeder Asset Management
Ohio
$98K -$10.2K -115 -9%
ATC
630
Adirondack Trust Company
New York
$97K -$13.3K -150 -12%
PAI
631
Pittenger & Anderson Inc
Nebraska
$95K – – –
MA
632
MCF Advisors
Kentucky
$94K +$1.24K +14 +1%
KF
633
Krilogy Financial
Missouri
$91K – – –
FCB
634
First Command Bank
Texas
$89K +$89K +1,000 New
FCFS
635
First Command Financial Services
Texas
$89K +$89K +1,000 New
1832 Asset Management
636
1832 Asset Management
Ontario, Canada
$88K -$125K -1,420 -59%
IWA
637
IBEX Wealth Advisors
New Jersey
$88K +$88K +990 New
GAM
638
Gemmer Asset Management
California
$86K +$529 +6 +0.6%
FPB
639
First PREMIER Bank
South Dakota
$84K – – –
VCM
640
Vigilant Capital Management
Maine
$82K – – –
CFA
641
CT Financial Advisors
Pennsylvania
$81.5K +$354 +4 +0.4%
AA
642
AlphaMark Advisors
Kentucky
$77K -$26.4K -300 -26%
PIM
643
Parasol Investment Management
Illinois
$77K – – –
CCM
644
Cribstone Capital Management
Maine
$74K – – –
TIM
645
Tortoise Investment Management
New York
$73K – – –
DBT
646
Dubuque Bank & Trust
Iowa
$70K – – –
BWM
647
Baystate Wealth Management
Massachusetts
$68K +$68K +764 New
HPBT
648
High Point Bank & Trust
North Carolina
$67K – – –
UBS AM
649
UBS AM
Illinois
$62K +$62K +700 New
FBT
650
First Bank & Trust
South Dakota
$54K +$54K +610 New
24 25
26
27 28