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iShares Select Dividend ETF
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Overview Fund Activity

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$85.4M
2
BlackRock
BlackRock
New York
$84M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$63.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$72M
5
Mariner
Mariner
Kansas
$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$860M
2
MHI
Miller Howard Investments
New York
$5.46M
3
Wells Fargo
Wells Fargo
California
$521M
4
Federated Hermes
Federated Hermes
Pennsylvania
$0
5
Morgan Stanley
Morgan Stanley
New York
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHI
126
Miller Howard Investments
New York
$5.46M -$146M -1,482,207 -96%
FAAS
127
First Allied Advisory Services
California
$5.31M +$46K +468 +0.9%
SVWA
128
Sound View Wealth Advisors
Georgia
$5.28M +$280K +2,850 +6%
MA
129
MUFG Americas
New York
$5.23M -$475K -4,838 -8%
TW
130
Transform Wealth
Colorado
$5.22M -$40.3K -410 -0.8%
FMBTD
131
First Midwest Bank Trust Division
Illinois
$5.18M +$3.13M +31,880 +153%
OA
132
Oxbow Advisors
Texas
$5.11M -$107K -1,090 -2%
SS
133
Simplicity Solutions
Minnesota
$5.02M +$1.46M +14,901 +41%
SPC
134
Sigma Planning Corp
Michigan
$5.02M -$1.96M -19,919 -28%
PCIA
135
Prime Capital Investment Advisors
Kansas
$4.97M -$1.54M -15,683 -24%
NWP
136
Northstar Wealth Partners
Connecticut
$4.87M +$606K +6,168 +14%
HTC
137
Haverford Trust Company
Pennsylvania
$4.81M -$14.6K -149 -0.3%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$4.76M -$1.09M -11,090 -19%
IA
139
IFP Advisors
Florida
$4.71M -$8.07M -82,220 -63%
HCM
140
Howland Capital Management
Massachusetts
$4.66M +$94.4K +961 +2%
JIC
141
Johnson Investment Counsel
Ohio
$4.6M +$92.5K +942 +2%
EVM
142
Eaton Vance Management
Massachusetts
$4.53M -$626K -6,376 -12%
GLLW
143
Graves Light Lenhart Wealth
Virginia
$4.53M +$118K +1,203 +3%
RFC
144
Regions Financial Corp
Alabama
$4.43M -$103K -1,054 -2%
SDAM
145
Shulman DeMeo Asset Management
New York
$4.42M +$4.42M +45,022 New
GPA
146
Guidance Point Advisors
Massachusetts
$4.29M -$127K -1,289 -3%
MCM
147
MV Capital Management
Maryland
$4.27M -$956K -9,736 -18%
ST
148
Smithfield Trust
Pennsylvania
$4.26M -$1.47K -15 -0%
SDWIA
149
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.24M +$19.8K +202 +0.5%
MCM
150
MAI Capital Management
Ohio
$4.22M -$319K -3,245 -7%
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