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iShares Select Dividend ETF
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Overview Fund Activity

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$496M
2
M&T Bank
M&T Bank
New York
$24.6M
3
MHI
Miller Howard Investments
New York
$29.1M
4
Northern Trust
Northern Trust
Illinois
$204M
5
CL
CPWM LLC
Washington
$12M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
Wells Fargo
Wells Fargo
California
$394M
4
Bank of America
Bank of America
North Carolina
$619M
5
Truist Financial
Truist Financial
North Carolina
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
926
Madden Advisory Services
Florida
– -$1.53M -14,500 Closed
PFA
927
Pinnacle Family Advisors
Missouri
– -$1.38M -13,085 Closed
BCM
928
Breiter Capital Management
Florida
– -$1.34M -12,665 Closed
CL
929
Cabana LLC
Arkansas
– -$1.33M -12,547 Closed
CWM
930
Cordatus Wealth Management
Pennsylvania
– -$1.25M -11,807 Closed
FIA
931
Foundations Investment Advisors
Arizona
– -$1.14M -10,859 Closed
PI
932
PFS Investments
Georgia
– -$1.11M -10,475 Closed
KM
933
Kalos Management
Georgia
– -$1.07M -10,125 Closed
IAA
934
Independent Advisor Alliance
North Carolina
– -$976K -9,236 Closed
EAMA
935
EFG Asset Management (Americas)
Florida
– -$932K -8,820 Closed
CWM
936
Calamos Wealth Management
Illinois
– -$922K -8,728 Closed
OWA
937
Outlook Wealth Advisors
Texas
– -$913K -8,641 Closed
RIA
938
Regal Investment Advisors
Michigan
– -$912K -8,634 Closed
CCP
939
Corient Capital Partners
California
– -$583K -5,521 Closed
CAW
940
Cornerstone Advisors (Washington)
Washington
– -$539K -5,104 Closed
FSA
941
Financial Sense Advisors
California
– -$539K -5,101 Closed
IC
942
Inscription Capital
Texas
– -$507K -4,800 Closed
AOWM
943
Alpha Omega Wealth Management
Virginia
– -$500K -4,728 Closed
AF
944
Apexium Financial
Texas
– -$495K -4,684 Closed
FI
945
FormulaFolio Investments
Michigan
– -$482K -4,563 Closed
OCM
946
Orleans Capital Management
Louisiana
– -$460K -4,350 Closed
NS
947
NewDay Solutions
New Hampshire
– -$457K -4,329 Closed
VWA
948
V Wealth Advisors
Kansas
– -$419K -4,104 Closed
AFM
949
Abbot Financial Management
Massachusetts
– -$406K -3,845 Closed
SCP
950
Silverleafe Capital Partners
Tennessee
– -$399K -3,780 Closed
36 37
38
39 40