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iShares Select Dividend ETF
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Overview Fund Activity

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$84.5M
2
M&T Bank
M&T Bank
New York
+$24.6M
3
MHI
Miller Howard Investments
New York
+$17.7M
4
Northern Trust
Northern Trust
Illinois
+$11.3M
5
CL
CPWM LLC
Washington
+$10.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$196M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$48.5M
3
Wells Fargo
Wells Fargo
California
-$45M
4
Bank of America
Bank of America
North Carolina
-$34.2M
5
Truist Financial
Truist Financial
North Carolina
-$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Sabal Trust
Florida
$255K -$3.31K -45 -1%
EP
652
Eudaimonia Partners
Tennessee
$255K -$1.32K -18 -0.5%
NIM
653
Northeast Investment Management
Massachusetts
$254K +$254K +3,454 New
KPCM
654
Kings Point Capital Management
New York
$252K – – –
CCT
655
Country Club Trust
Missouri
$250K -$99.7K -1,320 -29%
SW
656
StrongBox Wealth
Missouri
$249K +$249K +3,386 New
AWM
657
Affinity Wealth Management
Delaware
$248K -$7.78K -100 -3%
CB
658
Cadence Bank
Mississippi
$247K – – –
AWE
659
Avidian Wealth Enterprises
Texas
$247K +$368 +5 +0.1%
AIA
660
Arbor Investment Advisors
North Carolina
$247K +$1.69K +23 +0.7%
CFS
661
CRA Financial Services
New Jersey
$246K +$92.7K +1,260 +60%
PGWM
662
Parisi Gray Wealth Management
New Jersey
$245K -$3.67K -50 -1%
GC
663
Gratus Capital
Georgia
$245K +$245K +3,337 New
WCG
664
Weaver Consulting Group
California
$244K -$85.8K -1,166 -26%
FC
665
Financial Consulate
Maryland
$244K +$51.4K +699 +27%
AUB
666
Atlantic Union Bankshares
Virginia
$244K +$244K +3,324 New
FCM
667
Firestone Capital Management
Florida
$243K -$139K -1,890 -36%
RTS
668
Round Table Services
New Jersey
$242K -$304K -4,143 -56%
MIM
669
Moseley Investment Management
Florida
$241K -$22.3K -303 -8%
WG
670
Welch Group
Alabama
$239K +$16K +218 +7%
NWS
671
Newport Wealth Strategies
California
$236K -$107K -1,331 -31%
Barclays
672
Barclays
United Kingdom
$235K +$235K +3,192 New
1SB
673
1ST Source Bank
Indiana
$233K -$29.5K -400 -11%
PCM
674
Parsons Capital Management
Rhode Island
$233K – – –
FA
675
FDx Advisors
Illinois
$233K +$233K +3,173 New
25 26
27
28 29