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iShares Select Dividend ETF
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Overview Fund Activity

719 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 215 increasing their positions, 284 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+16
Holders Change %
+2.28%
% of All Funds
17.95%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
60
Increased
215
Reduced
284
Closed
36
Calls
$38.9M
Puts
$13.3M
Net Calls
+$25.6M
Net Calls Change
+$895K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$12.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$134M
3
TSS
Two Sigma Securities
New York
$13.3M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$85.9M
5
AssetMark Inc
AssetMark Inc
California
$37.4M

Top Sellers

1
CS
Credit Suisse
Switzerland
$2.25M
2
Bank of America
Bank of America
North Carolina
$898M
3
Wells Fargo
Wells Fargo
California
$497M
4
CCM
Covington Capital Management
California
$455K
5
LPL Financial
LPL Financial
California
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.61M -$578K -6,172 -11%
MCM
127
MV Capital Management
Maryland
$4.55M -$822K -8,774 -15%
JIC
128
Johnson Investment Counsel
Ohio
$4.51M -$31.6K -337 -0.7%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$4.47M +$2.35M +25,050 +110%
SCA
130
Stonebridge Capital Advisors
Minnesota
$4.42M +$377K +4,024 +9%
RGIA
131
Rainier Group Investment Advisory
Washington
$4.34M -$390K -4,160 -8%
PA
132
Pinnacle Associates
New York
$4.3M -$16.3K -174 -0.4%
HB
133
Homrich & Berg
Georgia
$4.19M +$2.65M +28,257 +172%
MBTD
134
Mechanics Bank - Trust Department
California
$4.14M +$146K +1,555 +4%
KA
135
Klingman & Associates
New York
$4.08M – – –
CA
136
Clearstead Advisors
Ohio
$4.06M -$48.9K -522 -1%
PFP
137
Pinnacle Financial Partners
Tennessee
$4.05M -$33.5K -358 -0.8%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$3.99M -$71K -758 -2%
FSA
139
Financial Sense Advisors
California
$3.98M +$239K +2,550 +6%
MCM
140
MAI Capital Management
Ohio
$3.95M +$170K +1,812 +4%
CAL
141
Capital Analysts LLC
Pennsylvania
$3.95M +$200K +2,137 +5%
AR
142
Advisory Research
Illinois
$3.94M – – –
MAM
143
Marquette Asset Management
Minnesota
$3.94M -$921K -9,839 -19%
FUBT
144
First United Bank & Trust
Maryland
$3.87M -$52.9K -565 -1%
HS
145
Huntington Steele
Pennsylvania
$3.85M +$204K +2,175 +6%
ASN
146
Advisory Services Network
Georgia
$3.83M -$683K -7,289 -15%
GG
147
Gofen & Glossberg
Illinois
$3.83M – – –
CGH
148
Crossmark Global Holdings
Texas
$3.57M +$3.57M +38,070 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5M -$450K -4,805 -11%
FMBTD
150
First Midwest Bank Trust Division
Illinois
$3.48M +$44K +470 +1%
4 5
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