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iShares Select Dividend ETF
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Overview Fund Activity

698 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+58
Holders Change %
+9.06%
% of All Funds
17.48%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
110
Increased
232
Reduced
224
Closed
41
Calls
$22.6M
Puts
$36.1M
Net Calls
-$13.5M
Net Calls Change
+$58.6M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
2
Wells Fargo
2
Wells Fargo
California
$577M
3
SB
3
Suntrust Banks
Georgia
$254M
4
NLI
4
Nippon Life Insurance
Japan
$165M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$48.4M

Top Sellers

1
AIA
1
Arrow Investment Advisors
Maryland
$0
2
SVCP
2
Silicon Valley Capital Partners
California
$9.83M
3
ONB
3
Old National Bancorp
Indiana
$1.74M
4
Northern Trust
4
Northern Trust
Illinois
$247M
5
OIM
5
Opus Investment Management
Massachusetts
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
76
Twele Capital Management
Minnesota
$12.8M -$16.9K -191 -0.1%
AWMS
77
Advocacy Wealth Management Services
Georgia
$12.8M +$555K +6,267 +5%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$12.6M +$1.08M +12,158 +9%
CA
79
Cetera Advisors
Colorado
$12.1M -$6.44M -72,636 -35%
CFS
80
Commonwealth Financial Services
West Virginia
$11.9M -$213K -2,401 -2%
MIAN
81
Mariner Independent Advisor Network
Kansas
$11.3M +$1.26M +14,219 +13%
Mariner
82
Mariner
Kansas
$10.9M +$1.15M +12,959 +12%
NAM
83
NTV Asset Management
West Virginia
$10.8M +$503K +5,675 +5%
LP
84
LGL Partners
Pennsylvania
$10.5M -$47.8K -540 -0.5%
PP
85
Prudential plc
United Kingdom
$10.2M +$2.44M +27,500 +31%
AF
86
Allworth Financial
California
$10.2M -$1.02M -11,509 -9%
SVCP
87
Silicon Valley Capital Partners
California
$9.83M -$15.9M -179,978 -62%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$9.79M +$191K +2,153 +2%
Creative Planning
89
Creative Planning
Kansas
$9.79M +$180K +2,029 +2%
MA
90
MUFG Americas
New York
$9.37M -$1.83M -20,697 -16%
CI
91
Conning Inc
Connecticut
$8.86M -$2M -22,590 -18%
MM
92
Main Management
California
$8.83M -$119K -1,339 -1%
BWFA
93
Baltimore-Washington Financial Advisors
Maryland
$8.23M +$1.79M +20,191 +28%
DSN
94
D. Scott Neal
Kentucky
$8.15M -$128K -1,448 -2%
NPC
95
National Planning Corporation
California
$7.95M +$989K +11,052 +14%
FCC
96
Florin Court Capital
United Kingdom
$7.94M +$7.94M +89,600 New
RPGK
97
Retirement Planning Group (Kansas)
Kansas
$7.86M -$100K -1,132 -1%
FWP
98
FAS Wealth Partners
Kansas
$7.77M +$1.03M +11,574 +15%
CWM
99
Calamos Wealth Management
Illinois
$7.76M +$1.59M +18,002 +26%
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$7.73M -$12.8K -145 -0.2%
2 3
4
5 6