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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 %
CA
876
Corrado Advisors
New Jersey
– -$349K -4,331 Closed
BBNA
877
Bremer Bank National Association
Minnesota
– -$336K -4,160 Closed
TK
878
TIAA Kaspick
Massachusetts
– -$327K -4,055 Closed
SMFS
879
Squar Milner Financial Services
California
– -$322K -3,994 Closed
PP
880
Professional Planning
California
– -$304K -3,763 Closed
PCM
881
Pennsylvania Capital Management
Pennsylvania
– -$304K -3,763 Closed
SC
882
Savant Capital
Illinois
– -$282K -3,498 Closed
Millennium Management
883
Millennium Management
New York
– -$280K -3,465 Closed
FT
884
Fiduciary Trust
Massachusetts
– -$280K -3,462 Closed
AIA
885
Angeles Investment Advisors
California
– -$262K -3,250 Closed
SCCM
886
Schafer Cullen Capital Management
New York
– -$256K -3,175 Closed
F
887
F3Logic
Minnesota
– -$255K -3,159 Closed
1SB
888
1ST Source Bank
Indiana
– -$248K -3,072 Closed
EWF
889
Epstein & White Financial
California
– -$248K -3,048 Closed
PFA
890
Paradigm Financial Advisors
Missouri
– -$236K -2,921 Closed
AUB
891
Atlantic Union Bankshares
Virginia
– -$236K -2,920 Closed
RTS
892
Round Table Services
New Jersey
– -$235K -2,910 Closed
CAI
893
Capital Advisors Inc
Oklahoma
– -$242K -2,897 Closed
EWP
894
Engrave Wealth Partners
Texas
– -$232K -2,881 Closed
CWM
895
Cabot Wealth Management
Massachusetts
– -$228K -2,836 Closed
SAM
896
Strategy Asset Managers
California
– -$219K -2,715 Closed
BB
897
Bell Bank
North Dakota
– -$214K -2,656 Closed
SIC
898
Sigma Investment Counselors
Michigan
– -$210K -2,601 Closed
AI
899
Accredited Investors
Minnesota
– -$209K -2,586 Closed
GIA
900
Gladstone Institutional Advisory
Florida
– -$208K -2,579 Closed
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