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iShares Select Dividend ETF
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Overview Fund Activity

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.4M
2
BlackRock
2
BlackRock
New York
$84M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$63.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72M
5
Mariner
5
Mariner
Kansas
$24.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$860M
2
MHI
2
Miller Howard Investments
New York
$5.46M
3
Wells Fargo
3
Wells Fargo
California
$521M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
51
High Falls Advisors
New York
$18.5M -$269K -2,741 -1%
LIA
52
LBMC Investment Advisors
Tennessee
$18M +$705K +7,177 +4%
PC
53
Port Capital
Illinois
$17.7M +$156K +1,584 +0.9%
EIP
54
Ellis Investment Partners
Pennsylvania
$17.2M +$507K +5,103 +3%
Creative Planning
55
Creative Planning
Kansas
$17M -$548K -5,585 -3%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$16.3M +$1.19M +12,142 +8%
V
57
Veritable
Delaware
$16M -$180K -1,830 -1%
BTS
58
BB&T Securities
Virginia
$15.2M -$13.1M -133,696 -46%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$14.5M +$612K +6,238 +4%
UCFA
60
United Capital Financial Advisors
Texas
$14.4M -$14.3M -145,701 -50%
NAM
61
NorthCoast Asset Management
Connecticut
$14.2M +$598K +6,091 +4%
FTI
62
Fiduciary Trust International
Massachusetts
$13.9M +$928K +9,756 +7%
LW
63
Linscomb Wealth
Texas
$13.4M -$241K -2,452 -2%
MML Investors Services
64
MML Investors Services
Massachusetts
$13.3M +$913K +9,296 +7%
NEAM
65
New England Asset Management
Connecticut
$13.3M +$3.55M +36,200 +36%
HNB
66
Huntington National Bank
Ohio
$13.3M -$13M – –
OWA
67
One Wealth Advisors
California
$13.3M -$74.8K -762 -0.6%
CA
68
Cetera Advisors
Colorado
$13.2M -$42.8K -436 -0.3%
William Blair & Company
69
William Blair & Company
Illinois
$12.1M +$2.76M +28,120 +30%
IWS
70
Insight Wealth Strategies
California
$11.8M +$565K +5,753 +5%
NAM
71
NTV Asset Management
West Virginia
$11.8M +$26.4K +269 +0.2%
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$11.5M -$56.6K -577 -0.5%
BFA
73
Beaumont Financial Advisors
Massachusetts
$11.4M +$1.95M +19,912 +21%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$11.4M -$5.58M -56,788 -33%
Two Sigma Investments
75
Two Sigma Investments
New York
$11.3M -$24.3M -247,313 -68%
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