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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
$254M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
PFS Investments
Georgia
$108M
4
Morgan Stanley
Morgan Stanley
New York
$664M
5
HNB
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
Parker Investment Management
California
$0
2
AF
Ally Financial
Michigan
$15.2M
3
AC
Allstate Corporation
Illinois
$0
4
Wells Fargo
Wells Fargo
California
$608M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
801
Biltmore Family Office
North Carolina
$252K – – –
CCA
802
Clearwater Capital Advisors
Illinois
$251K – – –
JSC
803
Jackson Square Capital
California
$250K -$4.09K -35 -2%
GD
804
Grandfield & Dodd
New York
$250K – – –
MPPLM
805
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K -$933K -8,003 -79%
IFWM
806
Institute for Wealth Management
Colorado
$249K -$704K -6,043 -74%
KF
807
Krilogy Financial
Missouri
$249K +$6.99K +60 +3%
SC
808
Sepio Capital
Utah
$248K – – –
BWM
809
Birchcreek Wealth Management
Ohio
$248K +$117 +1 +0%
CCM
810
Crossvault Capital Management
Texas
$247K +$247K +2,139 New
AOWM
811
Alpha Omega Wealth Management
Virginia
$246K +$117 +1 +0%
FCA
812
FLC Capital Advisors
California
$245K -$14.3K -122 -5%
BFA
813
Benedict Financial Advisors
Georgia
$245K -$5.25K -45 -2%
LSAG
814
Lake Street Advisors Group
New Hampshire
$245K +$245K +2,050 New
IFA
815
Interactive Financial Advisors
Illinois
$244K -$157K -1,347 -39%
CWM
816
Cedar Wealth Management
California
$242K – – –
CAI
817
Capital Advisors Inc
Oklahoma
$242K +$18.9K +162 +8%
AAS
818
Annex Advisory Services
Wisconsin
$241K – – –
PSB
819
Piscataqua Savings Bank
New Hampshire
$240K – – –
AFP
820
Ausdal Financial Partners
Iowa
$240K +$240K +2,058 New
FAB
821
First American Bank
Illinois
$239K – – –
PCFFS
822
Pacific Center for Financial Services
California
$239K +$2.92K +25 +1%
C
823
Certuity
Florida
$239K +$239K +2,049 New
OF
824
Outfitter Financial
Maine
$238K -$25.7K -220 -10%
CA
825
Crewe Advisors
Utah
$238K -$3.62K -31 -1%
31 32
33
34 35