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iShares Select Dividend ETF
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Overview Fund Activity

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Wells Fargo
Wells Fargo
California
$603M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
MHI
Miller Howard Investments
New York
$137M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
BAM
Brave Asset Management
New Jersey
$1.34M
2
Goldman Sachs
Goldman Sachs
New York
$63.1M
3
HNB
Huntington National Bank
Ohio
$13M
4
SAS
Stelac Advisory Services
New York
$8.68M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
801
Advisornet Financial
Minnesota
$54K -$3.74K -42 -6%
FBT
802
First Bank & Trust
South Dakota
$54K – – –
SFA
803
Semmax Financial Advisors
North Carolina
$54K +$54K +601 New
HS
804
Horan Securities
United States
$53K – – –
LWA
805
Lowe Wealth Advisors
Maryland
$53K – – –
BAM
806
Bruderman Asset Management
New York
$52K +$14.7K +164 +40%
FNC
807
First National Corp
Massachusetts
$51K +$51K +566 New
EWM
808
Endurance Wealth Management
Rhode Island
$50K – – –
MSFP
809
Mark Sheptoff Financial Planning
Connecticut
$49K – – –
TC
810
Trust Company
Kansas
$48K – – –
JHCP
811
Jackson Hole Capital Partners
Oklahoma
$46K +$46K +519 New
JFA
812
JNBA Financial Advisors
Minnesota
$45K -$227K -2,523 -83%
FMTCOCP
813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$13.5K +150 +43%
FA
814
Financial Advantage
Maryland
$44K +$44K +500 New
JCM
815
Jacobi Capital Management
Pennsylvania
$43K – – –
JA
816
JOYN Advisors
Georgia
$43K +$12.4K +140 +40%
GAM
817
Gemmer Asset Management
California
$42K +$718 +8 +2%
GI
818
Gradient Investments
Minnesota
$39K -$330K -3,676 -89%
ClearBridge Investments
819
ClearBridge Investments
New York
$36K – – –
APSP
820
Asset Planning Services (Pennsylvania)
Pennsylvania
$36K – – –
IDBONY
821
Israel Discount Bank of New York
New York
$36K +$36K +400 New
SIS
822
Sound Income Strategies
Florida
$35K -$28.7K -322 -45%
BC
823
Barnett & Company
Tennessee
$35K – – –
AWM
824
Aevitas Wealth Management
Massachusetts
$34K -$3.5K -39 -9%
CIA
825
Cascade Investment Advisors
Oregon
$33.5K +$33.5K +375 New
31 32
33
34 35