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iShares Select Dividend ETF
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Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
801
New Potomac Partners
Maryland
$7K – – –
BC
802
Bartlett & Co
Ohio
$6K – – –
BCWM
803
Bartlett & Co Wealth Management
Ohio
$5.91K – – –
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$5K – – –
CC
805
Claybrook Capital
Massachusetts
$4K – – –
ML
806
McAdam LLC
Pennsylvania
$4K – – –
DPA
807
Delphi Private Advisors
California
$3K – – –
AWMS
808
Advocacy Wealth Management Services
Georgia
$3K – – –
AIM
809
Advantage Investment Management
Iowa
$2K – – –
NA
810
NewEdge Advisors
Louisiana
$1.11K +$398 +4,068 +56%
AIS
811
Accurate Investment Solutions
Pennsylvania
$1K – – –
AFNAS
812
American Financial Network Advisory Services
California
$299 – – –
PMG
813
ProVise Management Group
Florida
$265 -$49 -500 -16%
FRA
814
Front Row Advisors
California
$157 -$20 -202 -11%
AC
815
Allstate Corporation
Illinois
– -$33.1M -348,000 Closed
GT
816
Glenmede Trust
Pennsylvania
– -$23M -233,546 Closed
CA
817
Cumberland Advisors
Florida
– -$10M -105,615 Closed
F
818
F3Logic
Minnesota
– -$5.59M -58,766 Closed
TH
819
Timber Hill
Connecticut
– -$2.59M -27,200 Closed
CG
820
Cutler Group
California
– -$2.47M -26,009 Closed
SIC
821
Starr International Company
Switzerland
– -$2.56M -20,000 Closed
Calamos Advisors
822
Calamos Advisors
Illinois
– -$1.73M -18,185 Closed
WI
823
WBI Investments
New Jersey
– -$1.65M -17,314 Closed
FTIOP
824
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.14M -11,971 Closed
HCM
825
HMS Capital Management
Tennessee
– -$1.13M -11,900 Closed
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