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iShares Select Dividend ETF
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Overview Fund Activity

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M

Top Buyers

1
SIC
Starr International Company
Switzerland
$12.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73M
3
Morgan Stanley
Morgan Stanley
New York
$309M
4
MCM
Moore Capital Management
New York
$9.5M
5
MHI
Miller Howard Investments
New York
$9.91M

Top Sellers

1
AAA
Alpine Associates Advisors
New Jersey
$0
2
Deutsche Bank
Deutsche Bank
Germany
$13.3M
3
FMLI
Fukoku Mutual Life Insurance
Japan
$0
4
IT
Investors Trust
Texas
$1.46M
5
BIT
BlackRock Institutional Trust
California
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
11A
126
10-15 Associates
New York
$3.42M -$22.7K -318 -0.7%
BRWA
127
B. Riley Wealth Advisors
Florida
$3.38M -$341K -4,778 -9%
AW
128
ACG Wealth
Georgia
$3.33M +$3.33M +46,623 New
RG
129
Rathbones Group
United Kingdom
$3.28M +$22.1K +310 +0.7%
FANJ
130
Financial Architects (New Jersey)
New Jersey
$3.25M +$200K +2,807 +7%
MSU
131
Maple Securities USA
New Jersey
$3.25M -$1.1M -15,400 -25%
OC
132
Oppenheimer & Co
New York
$3.21M -$980K -13,738 -23%
BFA
133
BlackRock Fund Advisors
California
$3.19M -$1.1M -15,378 -26%
OIA
134
Optimum Investment Advisors
Illinois
$3.07M +$402K +5,640 +15%
HNB
135
Huntington National Bank
Ohio
$3.06M -$2.13M – –
AR
136
Advisory Research
Illinois
$3M – – –
CA
137
Commerzbank Aktiengesellschaft
Germany
$2.99M +$2.99M +43,000 New
DSN
138
D. Scott Neal
Kentucky
$2.96M +$2.96M +41,480 New
GG
139
Gofen & Glossberg
Illinois
$2.92M – – –
JIP
140
Jaffetilchin Investment Partners
Florida
$2.91M +$854K +11,962 +42%
VFAM
141
Valley Forge Asset Management
Pennsylvania
$2.86M -$951K -13,332 -25%
OA
142
Oxbow Advisors
Texas
$2.84M +$16.1K +225 +0.6%
MFS
143
MSI Financial Services
Massachusetts
$2.78M +$62.2K +872 +2%
CCG
144
Cypress Capital Group
Florida
$2.76M -$117K -1,642 -4%
HCM
145
Hollencrest Capital Management
California
$2.72M +$2.72M +38,121 New
EAM
146
Evanson Asset Management
California
$2.69M +$2.69M +37,677 New
TWA
147
TCI Wealth Advisors
Arizona
$2.64M -$63.4K -888 -2%
BWFA
148
Baltimore-Washington Financial Advisors
Maryland
$2.64M +$214K +3,005 +9%
PMG
149
ProVise Management Group
Florida
$2.61M +$658K +9,218 +34%
HC
150
HHG & Company
Connecticut
$2.6M +$139K +1,955 +6%
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