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iShares Select Dividend ETF
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Overview Fund Activity

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$237M
2
Wells Fargo
2
Wells Fargo
California
$631M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$33.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$137M
5
Northern Trust
5
Northern Trust
Illinois
$276M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
PC
2
Port Capital
Illinois
$0
3
HNB
3
Huntington National Bank
Ohio
$17.9M
4
AF
4
Ally Financial
Michigan
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$22M +$199K +1,885 +0.9%
LIA
52
LBMC Investment Advisors
Tennessee
$21.1M +$727K +6,878 +4%
FNBTCON
53
First National Bank & Trust Co of Newtown
Pennsylvania
$20.1M +$152K +1,435 +0.8%
UCFA
54
United Capital Financial Advisors
Texas
$19.1M +$5.48M +51,820 +40%
CFB
55
Cullen/Frost Bankers
Texas
$19.1M -$543K -5,140 -3%
MGM
56
Miura Global Management
New York
$18.5M – – –
Creative Planning
57
Creative Planning
Kansas
$18.4M -$1.2M -11,362 -6%
HNB
58
Huntington National Bank
Ohio
$17.9M -$15.9M – –
TPWA
59
TRUE Private Wealth Advisors
Oregon
$17.1M +$17.1M +162,241 New
V
60
Veritable
Delaware
$16.7M -$560K -5,303 -3%
MHI
61
Miller Howard Investments
New York
$16.4M +$8.88M +84,061 +119%
IWS
62
Insight Wealth Strategies
California
$16M +$45.9K +434 +0.3%
OWA
63
One Wealth Advisors
California
$15.7M +$244K +2,312 +2%
BWFA
64
Baltimore-Washington Financial Advisors
Maryland
$15M -$545K -5,156 -3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$14.8M -$8.16M -77,206 -36%
NEAM
66
New England Asset Management
Connecticut
$14.5M +$232K +2,200 +2%
FTI
67
Fiduciary Trust International
Massachusetts
$14.5M -$579K -5,483 -4%
AAIM
68
Asset Advisors Investment Management
Georgia
$14.4M -$95.3K -900 -0.7%
Citadel Advisors
69
Citadel Advisors
Florida
$14.3M +$2.25M +21,295 +19%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$14.3M +$655K +6,196 +5%
PCIA
71
Prime Capital Investment Advisors
Kansas
$14.2M +$462K +4,368 +3%
LW
72
Linscomb Wealth
Texas
$14.1M -$256K -2,424 -2%
AAS
73
Avantax Advisory Services
Texas
$14M +$3.09M +29,209 +28%
NAM
74
NTV Asset Management
West Virginia
$13.8M +$1.13M +10,710 +9%
CA
75
Cetera Advisors
Colorado
$13.3M -$723K -6,848 -5%
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3
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