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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 %
AAM
901
Autus Asset Management
Arizona
– -$206K -2,547 Closed
PCMC
902
Private Capital Management (Colorado)
Colorado
– -$200K -2,478 Closed
CWP
903
CFM Wealth Partners
Texas
– -$122K -1,517 Closed
PWP
904
Principle Wealth Partners
Connecticut
– -$114K -1,410 Closed
Walleye Trading
905
Walleye Trading
New York
– -$93K -1,152 Closed
PA
906
Procyon Advisors
Connecticut
– -$89K -1,102 Closed
AWM
907
Apollon Wealth Management
South Carolina
– -$76K -939 Closed
FP
908
Financial Perspectives
Minnesota
– -$74.1K -918 Closed
ACA
909
Atlas Capital Advisors
Wyoming
– -$68.8K -852 Closed
EC
910
Estate Counselors
Wisconsin
– -$66K -830 Closed
WFMPM
911
Woodley Farra Manion Portfolio Management
Indiana
– -$46K -570 Closed
RDWM
912
Red Door Wealth Management
Tennessee
– -$43K -535 Closed
PP
913
Pacifica Partners
Canada
– -$40K -500 Closed
ClearBridge Investments
914
ClearBridge Investments
New York
– -$32K -400 Closed
EK
915
Evensky & Katz
Florida
– -$32K -399 Closed
SFG
916
Sowa Financial Group
Rhode Island
– -$24K -300 Closed
WT
917
Washington Trust
Rhode Island
– -$23K -284 Closed
AWM
918
Atticus Wealth Management
Florida
– -$21K -263 Closed
IWP
919
IAG Wealth Partners
Wisconsin
– -$22K -263 Closed
LAS
920
Lloyd Advisory Services
Georgia
– -$18K -220 Closed
MDCM
921
Morgan Dempsey Capital Management
Wisconsin
– -$14K -175 Closed
SIAS
922
Shine Investment Advisory Services
Colorado
– -$14K -175 Closed
SFA
923
Stewardship Financial Advisors
Georgia
– -$13K -166 Closed
BSAM
924
Blue Square Asset Management
New York
– -$12K -147 Closed
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