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iShares Select Dividend ETF
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Overview Fund Activity

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M

Top Buyers

1
WJA
Williams Jones & Associates
New York
$23.8M
2
ACM
Aviance Capital Management
Florida
$13M
3
SCG
Strategic Capital Group
Washington
$9.9M
4
CS
Credit Suisse
Switzerland
$15.8M
5
BIM
BlackRock Investment Management
Delaware
$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$632M
2
Wells Fargo
Wells Fargo
California
$338M
3
PI
Placemark Investments
Illinois
$6.76M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$233M
5
BHB
Bank Hapoalim BM
Israel
$703K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
126
NWAM LLC
Washington
$3.49M -$838K -11,427 -19%
KeyBank National Association
127
KeyBank National Association
Ohio
$3.48M -$400K -5,461 -10%
LNB
128
Ledyard National Bank
$3.42M -$1M -13,668 -23%
BRWA
129
B. Riley Wealth Advisors
Florida
$3.42M -$52.9K -721 -2%
AW
130
ACG Wealth
Georgia
$3.37M -$47.1K -642 -1%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$3.32M -$21.8K -297 -0.7%
FC
132
FCA Corp
Texas
$3.12M -$572K -7,800 -15%
AR
133
Advisory Research
Illinois
$3.09M – – –
BWFA
134
Baltimore-Washington Financial Advisors
Maryland
$3.05M +$339K +4,623 +13%
CA
135
Commerzbank Aktiengesellschaft
Germany
$3.04M -$109K -1,490 -3%
OIA
136
Optimum Investment Advisors
Illinois
$3.01M -$152K -2,069 -5%
OC
137
Oppenheimer & Co
New York
$3M -$301K -4,101 -9%
OA
138
Oxbow Advisors
Texas
$2.97M +$53.2K +725 +2%
GG
139
Gofen & Glossberg
Illinois
$2.94M – – –
DSN
140
D. Scott Neal
Kentucky
$2.87M -$173K -2,364 -6%
HH
141
Hilltop Holdings
Texas
$2.8M +$424K +5,784 +18%
HCM
142
Hollencrest Capital Management
California
$2.8M +$513 +7 +0%
MFS
143
MSI Financial Services
Massachusetts
$2.78M -$78K -1,063 -3%
BAM
144
Brave Asset Management
New Jersey
$2.76M -$955K -13,020 -26%
CCG
145
Cypress Capital Group
Florida
$2.72M -$117K -1,590 -4%
TWA
146
TCI Wealth Advisors
Arizona
$2.7M -$11.4K -156 -0.4%
EAM
147
Evanson Asset Management
California
$2.64M -$126K -1,718 -5%
HC
148
HHG & Company
Connecticut
$2.62M -$55.9K -763 -2%
LIA
149
LS Investment Advisors
Michigan
$2.53M -$112K -1,525 -4%
FAAS
150
First Allied Advisory Services
California
$2.53M -$1M -13,701 -28%
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