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iShares Select Dividend ETF
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Overview Fund Activity

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$237M
2
Wells Fargo
2
Wells Fargo
California
$631M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$33.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$137M
5
Northern Trust
5
Northern Trust
Illinois
$276M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$0
2
PC
2
Port Capital
Illinois
$0
3
HNB
3
Huntington National Bank
Ohio
$17.9M
4
AF
4
Ally Financial
Michigan
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$6.27M -$69.1K -654 -1%
MCM
127
Maxim Capital Management
California
$6.25M -$2.64M -29,514 -30%
SWP
128
Stratos Wealth Partners
Ohio
$6.24M +$389K +3,685 +7%
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$6.15M +$290K +2,747 +5%
NWP
130
Northstar Wealth Partners
Connecticut
$6.08M +$77.1K +730 +1%
Citigroup
131
Citigroup
New York
$5.96M -$41.6K -394 -0.7%
JIC
132
Joel Isaacson & Co
New York
$5.74M -$1.16K -11 -0%
TCM
133
Twele Capital Management
Minnesota
$5.72M -$306K -2,893 -5%
CWM
134
Connecticut Wealth Management
Connecticut
$5.71M -$133K -1,255 -2%
SVWAG
135
Sound View Wealth Advisors Group
Georgia
$5.66M -$463K -4,383 -8%
Edgewood Management
136
Edgewood Management
Connecticut
$5.59M -$36.3K -344 -0.6%
OA
137
Oxbow Advisors
Texas
$5.57M +$119K +1,125 +2%
HTC
138
Haverford Trust Company
Pennsylvania
$5.52M +$26.5K +251 +0.5%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$5.44M +$608K +5,755 +13%
RFC
140
Regions Financial Corp
Alabama
$5.38M -$1.59K -15 -0%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$5.33M -$85.7K -814 -2%
FCC
142
Florin Court Capital
United Kingdom
$5.25M +$2.61M +24,700 +99%
Two Sigma Investments
143
Two Sigma Investments
New York
$5.24M +$4.12M +38,944 +365%
MA
144
MUFG Americas
New York
$5.14M -$42.5K -402 -0.8%
NEIRG
145
New England Investment & Retirement Group
Massachusetts
$5.11M +$156K +1,481 +3%
EVM
146
Eaton Vance Management
Massachusetts
$5.05M +$226K +2,137 +5%
FAAS
147
First Allied Advisory Services
California
$4.99M -$563K -5,326 -10%
SPC
148
Sigma Planning Corp
Michigan
$4.97M -$323K -3,056 -6%
SDWIA
149
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.95M +$77.3K +732 +2%
MBTD
150
Mechanics Bank - Trust Department
California
$4.83M +$281K +2,657 +6%
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