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iShares Select Dividend ETF
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Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$83.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.6M
3
PI
PFS Investments
Georgia
+$33.3M
4
Morgan Stanley
Morgan Stanley
New York
+$33.1M
5
HNB
Huntington National Bank
Ohio
+$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
-$143M
2
AF
Ally Financial
Michigan
-$32.7M
3
AC
Allstate Corporation
Illinois
-$30.2M
4
Wells Fargo
Wells Fargo
California
-$12.4M
5
BlackRock
BlackRock
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
776
Southland Equity Partners
Missouri
$270K – – –
AllianceBernstein
777
AllianceBernstein
Tennessee
$269K -$10.5K -90 -4%
NAG
778
Northstar Advisory Group
New Jersey
$268K -$10.6K -91 -4%
WA
779
Wealth Architects
California
$268K – – –
SAM
780
Strategy Asset Managers
California
$268K +$3.96K +34 +1%
ACM
781
Ategra Capital Management
Virginia
$268K +$7.7K +66 +3%
CI
782
Chartist Inc
California
$267K +$267K +2,289 New
GP
783
Girard Partners
Pennsylvania
$265K -$10.9K -94 -4%
DWMG
784
DB Wealth Management Group
California
$265K +$36.1K +309 +16%
HWA
785
Heritage Wealth Advisors
Virginia
$264K – – –
CB
786
CNB Bank
Pennsylvania
$263K – – –
HBT
787
Hills Bank & Trust
Iowa
$263K +$142K +1,220 +118%
OBWG
788
Onyx Bridge Wealth Group
New York
$262K +$54.6K +475 +26%
Chevy Chase Trust
789
Chevy Chase Trust
Maryland
$261K -$189K -1,620 -42%
TW
790
TrinityPoint Wealth
Connecticut
$258K – – –
LC
791
LCNB Corp
Ohio
$257K – – –
BP
792
BBR Partners
New York
$257K – – –
HL
793
HeadInvest LLC
Maine
$257K – – –
MAM
794
Meeder Asset Management
Ohio
$257K +$173K +1,489 +208%
MA
795
Montag & Associates
Georgia
$256K – – –
SFP
796
Sterling Financial Planning
New Jersey
$255K +$4.2K +36 +2%
NWS
797
Newport Wealth Strategies
California
$255K +$5.83K +50 +2%
OCPWS
798
One Charles Private Wealth Services
Massachusetts
$255K +$255K +2,185 New
KWP
799
Keystone Wealth Partners
Arizona
$253K – – –
WIA
800
World Investment Advisors
California
$252K -$23.4K -200 -8%
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32
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