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iShares Select Dividend ETF
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Overview Fund Activity

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M

Top Buyers

1
AF
1
Ally Financial
Michigan
$85M
2
MHI
2
Miller Howard Investments
New York
$22.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$106M
4
BOH
4
Bank of Hawaii
Hawaii
$12.2M
5
Bank of America
5
Bank of America
North Carolina
$857M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PI
2
PFS Investments
Georgia
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$462K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$200M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
76
Veritable
Delaware
$9.96M -$14.9K -130 -0.1%
NSIM
77
North Star Investment Management
Illinois
$9.96M +$226K +1,971 +2%
SCA
78
Stonebridge Capital Advisors
Minnesota
$9.59M -$9.66M -84,221 -50%
SWA
79
SOA Wealth Advisors
New York
$9.49M +$592K +5,165 +7%
PIA
80
Powell Investment Advisors
Florida
$9.43M +$288K +2,510 +3%
NA
81
NewEdge Advisors
Louisiana
$9.25M +$5.13M +44,718 +125%
MGIA
82
Moneta Group Investment Advisors
Missouri
$9.13M -$97.2K -847 -1%
ANB
83
Amarillo National Bank
Texas
$9.11M -$539K -4,702 -6%
SPIA
84
Steward Partners Investment Advisory
New York
$8.72M -$1.09M -9,541 -11%
WLIM
85
White Lighthouse Investment Management
Massachusetts
$8.64M -$361K -3,149 -4%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$8.47M +$167K +1,452 +2%
OA
87
Oxbow Advisors
Texas
$8.29M +$438K +3,822 +6%
KL
88
KWMG LLC
Kansas
$7.87M +$349K +3,040 +5%
GRP
89
Global Retirement Partners
California
$7.84M +$554K +4,827 +8%
Charles Schwab
90
Charles Schwab
California
$7.79M +$5.69M +49,566 +270%
DBIA
91
Dumont & Blake Investment Advisors
New Jersey
$7.77M +$111K +967 +1%
SDWIA
92
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.66M +$155K +1,352 +2%
IA
93
IFG Advisors
Missouri
$7.66M +$23.4K +204 +0.3%
ASN
94
Advisory Services Network
Georgia
$7.63M -$302K -2,631 -4%
WANY
95
Wealthspire Advisors (New York)
New York
$7.61M +$790K +6,887 +12%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$7.58M +$1.39M +12,093 +22%
WS
97
Wedbush Securities
California
$7.55M -$1.24M -10,770 -14%
TWM
98
Tradition Wealth Management
Minnesota
$7.53M -$12.4K -108 -0.2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$7.49M -$316K -2,751 -4%
BFS
100
Bard Financial Services
Connecticut
$7.46M +$1.61K +14 +0%
2 3
4
5 6