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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
1
Morgan Stanley
New York
$496M
2
M&T Bank
2
M&T Bank
New York
$24.6M
3
MHI
3
Miller Howard Investments
New York
$29.1M
4
Northern Trust
4
Northern Trust
Illinois
$204M
5
CL
5
CPWM LLC
Washington
$12M

Top Sellers

1
NLI
1
Nippon Life Insurance
Japan
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$394M
4
Bank of America
4
Bank of America
North Carolina
$619M
5
Truist Financial
5
Truist Financial
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
51
Huntington National Bank
Ohio
$14.2M -$17.9M – –
EIP
52
Ellis Investment Partners
Pennsylvania
$13.6M -$1.09M -15,610 -7%
Citadel Advisors
53
Citadel Advisors
Florida
$13.3M +$3.29M +44,712 +33%
CFB
54
Cullen/Frost Bankers
Texas
$12.2M -$1.05M -14,271 -8%
CL
55
CPWM LLC
Washington
$12M +$10.3M +140,131 +614%
HFA
56
High Falls Advisors
New York
$11.6M -$4.3M -58,443 -27%
V
57
Veritable
Delaware
$11.6M -$29.7K -404 -0.3%
OWA
58
One Wealth Advisors
California
$11.3M +$327K +4,441 +3%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$11.1M +$602K +8,190 +6%
NAM
60
NorthCoast Asset Management
Connecticut
$10.9M +$3.71M +50,349 +51%
KCM
61
Karp Capital Management
California
$10.9M +$6.34M +86,277 +140%
FTI
62
Fiduciary Trust International
Massachusetts
$10.6M +$565K +7,687 +6%
HW
63
Hancock Whitney
Mississippi
$10.2M +$8.21M +111,691 +405%
PCIA
64
Prime Capital Investment Advisors
Kansas
$10.2M +$316K +4,303 +3%
AAIM
65
Asset Advisors Investment Management
Georgia
$9.87M -$125K -1,693 -1%
LW
66
Linscomb Wealth
Texas
$9.85M +$30.3K +412 +0.3%
OMC
67
Old Mission Capital
Illinois
$9.66M +$9.3M +126,406 +2,527%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$9.27M +$394K +5,360 +4%
NAM
69
NTV Asset Management
West Virginia
$9.24M -$349K -4,740 -4%
AAS
70
Avantax Advisory Services
Texas
$8.64M -$1.09M -14,834 -11%
William Blair & Company
71
William Blair & Company
Illinois
$8.58M -$363K -4,940 -4%
AF
72
Ally Financial
Michigan
$8.46M +$8.46M +115,000 New
PFP
73
Pinnacle Financial Partners
Tennessee
$8.24M +$1.89M +25,649 +30%
CA
74
Cetera Advisors
Colorado
$7.69M -$1.6M -21,697 -17%
FAAS
75
First Allied Advisory Services
California
$7.69M +$4.22M +57,376 +122%
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