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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 %
DC
951
Derby & Company
Massachusetts
– -$397K -3,760 Closed
PBO
952
Peoples Bank (Ohio)
Ohio
– -$390K -3,690 Closed
HIC
953
Holderness Investments Company
North Carolina
– -$385K -3,646 Closed
CAM
954
Crestone Asset Management
Colorado
– -$385K -3,643 Closed
ABTD
955
Arvest Bank Trust Division
Oklahoma
– -$384K -3,639 Closed
UBV
956
United Bank (Virginia)
Virginia
– -$382K -3,615 Closed
MWP
957
MYCIO Wealth Partners
Pennsylvania
– -$379K -3,591 Closed
FA
958
FCG Advisors
New Jersey
– -$378K -3,573 Closed
TCBWMS
959
Texas Capital Bank Wealth Management Services
Texas
– -$371K -3,511 Closed
BOPW
960
Brandywine Oak Private Wealth
Pennsylvania
– -$364K -3,452 Closed
ODG
961
O'Dell Group
Ohio
– -$362K -3,424 Closed
SIC
962
Sigma Investment Counselors
Michigan
– -$361K -3,421 Closed
AFS
963
Access Financial Services
Minnesota
– -$346K -3,275 Closed
WSFS
964
Wilmington Savings Fund Society
Delaware
– -$342K -3,237 Closed
ACM
965
Allred Capital Management
Texas
– -$341K -3,230 Closed
BSAM
966
Blue Sky Asset Management
Colorado
– -$341K -3,226 Closed
RPSA
967
Richard P. Slaughter Associates
Texas
– -$333K -3,155 Closed
FC
968
Ferris Capital
Massachusetts
– -$325K -3,074 Closed
CMP
969
Courage Miller Partners
Virginia
– -$321K -3,039 Closed
BSW
970
Buckingham Strategic Wealth
Missouri
– -$318K -3,013 Closed
EWA
971
ERTS Wealth Advisors
Michigan
– -$298K -2,819 Closed
AI
972
Accredited Investors
Minnesota
– -$290K -2,746 Closed
PCA
973
Personal Capital Advisors
California
– -$290K -2,741 Closed
AAS
974
Annex Advisory Services
Wisconsin
– -$288K -2,726 Closed
TCA
975
Transcend Capital Advisors
New Jersey
– -$283K -2,683 Closed
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