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iShares Select Dividend ETF
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Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
801
Selective Wealth Management
Virginia
$29K – – –
LFASL
802
Lugano Financial Advisors SA (LFA)
Switzerland
$28K -$688K -8,133 -96%
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$28K -$23.2K -280 -45%
AAMA
804
Advanced Asset Management Advisors
Ohio
$28K – – –
CIA
805
Cascade Investment Advisors
Oregon
$26.5K – – –
CWA
806
Core Wealth Advisors
Florida
$26K -$65.1K -814 -71%
POIA
807
Pin Oak Investment Advisors
Texas
$25K – – –
TFA
808
Toth Financial Advisory
Virginia
$23K +$243 +3 +1%
S
809
SignatureFD
Georgia
$23K +$17.6K +215 +326%
VRM
810
Vectors Research Management
New York
$22K – – –
BWM
811
BerganKDV Wealth Management
Minnesota
$20K – – –
HWA
812
HHM Wealth Advisors
Tennessee
$20K – – –
TC
813
Truvestments Capital
Florida
$19K -$3.86K -48 -17%
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
MSFP
815
Mark Sheptoff Financial Planning
Connecticut
$16K -$12K -150 -43%
HCM
816
Highlander Capital Management
New Jersey
$16K – – –
AF
817
Affiance Financial
Minnesota
$16K – – –
BWM
818
BNC Wealth Management
Oregon
$15K +$15K +180 New
PFWA
819
Paces Ferry Wealth Advisors
Georgia
$14K +$14K +169 New
TFS
820
TrustCore Financial Services
Tennessee
$13K – – –
LFG
821
Larson Financial Group
Missouri
$13K – – –
PK
822
Pflug Koory
Nebraska
$13K – – –
JFA
823
JNBA Financial Advisors
Minnesota
$12K – – –
TF
824
TimeScale Financial
Massachusetts
$12K +$12K +150 New
KCM
825
Kathmere Capital Management
Pennsylvania
$12K +$12K +150 New
31 32
33
34 35