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iShares Select Dividend ETF
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Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.6M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$333M
2
Bank of America
2
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
4
Morgan Stanley
New York
$414M
5
Truist Financial
5
Truist Financial
North Carolina
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.94M 60,533 +5,104 +9%
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$4.93M 60,395 +60,395 New
SI
103
Stephens Inc
Arkansas
$4.92M 60,272 -6,210 -9%
PFP
104
Pinnacle Financial Partners
Tennessee
$4.89M 59,923 -7,599 -11%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$4.86M 59,652 -1,101 -2%
WANY
106
Wealthspire Advisors (New York)
New York
$4.85M 59,440 +50,295 +550%
CA
107
Cetera Advisors
Colorado
$4.71M 57,734 -30,583 -35%
HB
108
Homrich & Berg
Georgia
$4.58M 56,190 +6,060 +12%
ONB
109
Old National Bancorp
Indiana
$4.54M 55,698 -142 -0.3%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$4.54M 55,686 +9,624 +21%
CPO
111
Cerity Partners OCIO
New York
$4.54M 55,652 -2,771 -5%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$4.43M 54,281 +29,154 +116%
Edgewood Management
113
Edgewood Management
Connecticut
$4.24M 52,049 -337 -0.6%
GLLW
114
Graves Light Lenhart Wealth
Virginia
$4.22M 51,696 +1,012 +2%
TCM
115
Twele Capital Management
Minnesota
$4.16M 50,997 -738 -1%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$4.07M 50,009 -10,017 -17%
ST
117
Smithfield Trust
Pennsylvania
$4.07M 49,866 +8,663 +21%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$3.93M 48,136 -7,532 -14%
Brown Advisory
119
Brown Advisory
Maryland
$3.89M 47,702 -572 -1%
BCI
120
Brinker Capital Investments
Pennsylvania
$3.87M 47,457 +47,457 New
MCM
121
MAI Capital Management
Ohio
$3.86M 47,316 -682 -1%
MBTD
122
Mechanics Bank - Trust Department
California
$3.84M 47,069 -3,281 -7%
HTC
123
Haverford Trust Company
Pennsylvania
$3.73M 45,768 -2,978 -6%
RFC
124
Regions Financial Corp
Alabama
$3.65M 44,809 -4,453 -9%
IA
125
IFG Advisory
Georgia
$3.61M 44,213 -20,758 -32%
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5
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