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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 %
DWM
901
Dynasty Wealth Management
Florida
– -$344K -3,444 Closed
FT
902
Fiduciary Trust
Massachusetts
– -$328K -3,286 Closed
BP
903
Ballentine Partners
Massachusetts
– -$327K -3,273 Closed
WWM
904
Windsor Wealth Management
Indiana
– -$306K -3,070 Closed
LWAC
905
Laurel Wealth Advisors (California)
California
– -$285K -2,863 Closed
TA
906
Tiedemann Advisors
New York
– -$271K -2,692 Closed
AP
907
Appleton Partners
Massachusetts
– -$247K -2,472 Closed
CRC
908
Curi RMB Capital
Illinois
– -$238K -2,387 Closed
DSN
909
D. Scott Neal
Kentucky
– -$220K -2,206 Closed
WKWM
910
Walter & Keenan Wealth Management
Indiana
– -$219 -2,200 Closed
HPC
911
Hobart Private Capital
North Carolina
– -$219K -2,191 Closed
TTWM
912
TCV Trust & Wealth Management
Virginia
– -$218K -2,185 Closed
11A
913
10-15 Associates
New York
– -$217K -2,180 Closed
SPI
914
Santori & Peters Inc
Pennsylvania
– -$217K -2,179 Closed
CCM
915
Consolidated Capital Management
California
– -$215K -2,160 Closed
BCM
916
BTR Capital Management
California
– -$215K -2,160 Closed
JFA
917
Johanson Financial Advisors
California
– -$216K -2,158 Closed
GD
918
Grandfield & Dodd
New York
– -$215K -2,153 Closed
SFP
919
Shepherd Financial Partners
Massachusetts
– -$210K -2,152 Closed
FFBTD
920
First Financial Bank - Trust Division
Ohio
– -$211K -2,117 Closed
FAB
921
First American Bank
Illinois
– -$205K -2,050 Closed
CHA
922
Carmichael Hill & Associates
Maryland
– -$202K -2,024 Closed
BIM
923
Bridges Investment Management
Nebraska
– -$202K -2,020 Closed
SSWM
924
Smith Salley Wealth Management
North Carolina
– -$201K -2,015 Closed
SA
925
Sunesis Advisors
Kansas
– -$200K -2,000 Closed
35 36
37
38 39