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iShares Select Dividend ETF
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Overview Fund Activity

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$237M
2
Wells Fargo
2
Wells Fargo
California
$631M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$33.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$137M
5
Northern Trust
5
Northern Trust
Illinois
$276M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
PC
2
Port Capital
Illinois
$0
3
HNB
3
Huntington National Bank
Ohio
$17.9M
4
AF
4
Ally Financial
Michigan
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$12.8M -$52.1K -493 -0.4%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$12.8M +$938K +8,875 +8%
BFA
78
Beaumont Financial Advisors
Massachusetts
$12.4M -$515K -4,872 -4%
CSIA
79
Charles Schwab Investment Advisory
California
$11.5M +$7.81M +73,879 +209%
BRWA
80
B. Riley Wealth Advisors
Florida
$11.2M +$623K +5,896 +6%
SPIA
81
Steward Partners Investment Advisory
New York
$10.9M +$2.46M +23,244 +29%
WAM
82
Wolverine Asset Management
Illinois
$10.6M +$10.6M +100,000 New
CIBC World Market
83
CIBC World Market
Ontario, Canada
$10.4M -$384K -3,634 -4%
NAM
84
NorthCoast Asset Management
Connecticut
$10.4M -$6.89M -65,082 -40%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$10.3M +$635K +6,014 +7%
NSIM
86
North Star Investment Management
Illinois
$10M +$71.1K +673 +0.7%
WAG
87
Winthrop Advisory Group
Massachusetts
$9.67M +$1.84M +17,369 +23%
CWM
88
Chicago Wealth Management
Illinois
$9.61M +$9.61M +90,974 New
SW
89
SVB Wealth
Massachusetts
$9.48M -$285K -2,696 -3%
EH
90
Equitable Holdings
New York
$9.31M +$9.31M +88,147 New
PFP
91
Pinnacle Financial Partners
Tennessee
$9.13M +$611K +5,786 +7%
WLIM
92
White Lighthouse Investment Management
Massachusetts
$8.83M -$8.24K -78 -0.1%
BRWM
93
B. Riley Wealth Management
Tennessee
$8.83M +$5.38M +50,905 +156%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$8.75M -$31.9K -302 -0.4%
CAN
95
Cetera Advisor Networks
California
$8.54M +$521K +4,928 +6%
LF
96
Lee Financial
Texas
$8.53M -$207K -1,955 -2%
SCA
97
Stonebridge Capital Advisors
Minnesota
$8.53M +$387K +3,663 +5%
ONST
98
Old North State Trust
North Carolina
$8.38M +$4.04M +38,267 +93%
VA
99
Valmark Advisers
Ohio
$8.36M -$525K -4,967 -6%
ANB
100
Amarillo National Bank
Texas
$8.34M +$2.96K +28 +0%
2 3
4
5 6