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iShares Select Dividend ETF
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Overview Fund Activity

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$254M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$97.2M
3
PI
3
PFS Investments
Georgia
$108M
4
Morgan Stanley
4
Morgan Stanley
New York
$664M
5
HNB
5
Huntington National Bank
Ohio
$24.7M

Top Sellers

1
PIM
1
Parker Investment Management
California
$0
2
AF
2
Ally Financial
Michigan
$15.2M
3
AC
3
Allstate Corporation
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$608M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
76
NorthCoast Asset Management
Connecticut
$12.5M +$1M +8,560 +9%
VA
77
Valmark Advisers
Ohio
$12.3M +$1.93M +16,520 +19%
EH
78
Equitable Holdings
New York
$10.7M +$450K +3,860 +4%
AAIM
79
Asset Advisors Investment Management
Georgia
$10.5M -$246K -2,110 -2%
V
80
Veritable
Delaware
$10.1M -$1.08M -9,258 -10%
SPIA
81
Steward Partners Investment Advisory
New York
$9.97M -$1.28M -10,957 -11%
NSIM
82
North Star Investment Management
Illinois
$9.89M -$37.8K -324 -0.4%
AAS
83
Avantax Advisory Services
Texas
$9.86M +$1.03M +8,872 +12%
ANB
84
Amarillo National Bank
Texas
$9.81M -$174K -1,492 -2%
MGIA
85
Moneta Group Investment Advisors
Missouri
$9.38M +$350 +3 +0%
PIA
86
Powell Investment Advisors
Florida
$9.29M -$142K -1,221 -2%
WLIM
87
White Lighthouse Investment Management
Massachusetts
$9.15M -$579K -4,963 -6%
FFS
88
Founders Financial Securities
Maryland
$9.11M +$1.28M +10,996 +16%
SWA
89
SOA Wealth Advisors
New York
$9.05M +$2.38M +20,411 +36%
WS
90
Wedbush Securities
California
$8.93M +$7.98M +68,435 +840%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$8.44M +$448K +3,841 +6%
ASN
92
Advisory Services Network
Georgia
$8.06M +$830K +7,117 +11%
OA
93
Oxbow Advisors
Texas
$7.98M +$444K +3,810 +6%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$7.93M +$196K +1,685 +3%
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$7.78M +$107K +921 +1%
IA
96
IFG Advisors
Missouri
$7.76M +$162K +1,390 +2%
BFA
97
Beaumont Financial Advisors
Massachusetts
$7.75M +$71.2K +611 +0.9%
WMA
98
Wealth Management Associates
New Jersey
$7.69M -$182K -1,560 -2%
TWM
99
Tradition Wealth Management
Minnesota
$7.67M +$747K +6,409 +11%
SDWIA
100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.63M +$365K +3,130 +5%
2 3
4
5 6