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iShares Select Dividend ETF
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Overview Fund Activity

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$463M
2
Goldman Sachs
Goldman Sachs
New York
$85.4M
3
Morgan Stanley
Morgan Stanley
New York
$490M
4
GT
Glenmede Trust
Pennsylvania
$22.9M
5
PAG
Private Advisor Group
New Jersey
$25.6M

Top Sellers

1
BlackRock
BlackRock
New York
$77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.6M
3
UBS Group
UBS Group
Switzerland
$149M
4
BTS
BB&T Securities
Virginia
$14.4M
5
UCFA
United Capital Financial Advisors
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
751
Catamount Wealth Management
Connecticut
$72K – – –
WF
752
WealthTrust Fairport
Ohio
$72K +$25.9K +260 +56%
SIS
753
Sound Income Strategies
Florida
$71K +$2.48K +25 +4%
BWA
754
Burt Wealth Advisors
Maryland
$70K – – –
HI
755
Hudock Inc
Pennsylvania
$70K +$17.8K +180 +34%
BAMG
756
Brand Asset Management Group
Missouri
$68K – – –
FCFS
757
First Command Financial Services
Texas
$65K -$12.5K -125 -16%
FCB
758
First Command Bank
Texas
$65K -$12.5K -125 -16%
AF
759
Advisornet Financial
Minnesota
$65K -$7.11K -71 -10%
BWP
760
Baldwin Wealth Partners
Massachusetts
$65K – – –
PCM
761
Princeton Capital Management
New Jersey
$64K – – –
FBT
762
First Bank & Trust
South Dakota
$62K – – –
SWMG
763
Signature Wealth Management Group
Georgia
$60K +$21.8K +232 +57%
WP
764
WealthShield Partners
North Carolina
$59K – – –
LWA
765
Lowe Wealth Advisors
Maryland
$59K – – –
EWM
766
Endurance Wealth Management
Rhode Island
$56K – – –
HS
767
Horan Securities
United States
$56K – – –
SFC
768
SYM Financial Corp
Indiana
$55K – – –
MSFP
769
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
CCM
770
Cribstone Capital Management
Maine
$55K – – –
KJWM
771
Kiley Juergens Wealth Management
Washington
$54K -$29.5K -300 -35%
TC
772
Trust Company
Kansas
$54K – – –
JCM
773
Jacobi Capital Management
Pennsylvania
$48K +$25.5K +254 +113%
GAM
774
Gemmer Asset Management
California
$46K -$26.1K -261 -36%
AWM
775
Aevitas Wealth Management
Massachusetts
$42K +$301 +3 +0.7%
29 30
31
32 33