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iShares Select Dividend ETF
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Overview Fund Activity

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$13.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
3
HWA
Heartwood Wealth Advisors
Virginia
$8.35M
4
Goldman Sachs
Goldman Sachs
New York
$47.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
$6.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$333M
2
Bank of America
Bank of America
North Carolina
$591M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$339M
4
Morgan Stanley
Morgan Stanley
New York
$414M
5
Truist Financial
Truist Financial
North Carolina
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
126
Osborne Partners Capital Management
California
$3.53M -$887K -10,872 -20%
DADC
127
D.A. Davidson & Co
Montana
$3.53M -$134K -1,646 -4%
OMC
128
Old Mission Capital
Illinois
$3.53M +$3.53M +43,258 New
JGIA
129
Jackson Grant Investment Advisers
Connecticut
$3.5M -$782K -9,586 -18%
KL
130
KWMG LLC
Kansas
$3.5M +$302K +3,705 +9%
CWM
131
Connecticut Wealth Management
Connecticut
$3.5M -$150K -1,837 -4%
FUBT
132
First United Bank & Trust
Maryland
$3.49M -$1.14M -13,936 -25%
HSA
133
HBK Sorce Advisory
Pennsylvania
$3.48M +$384K +4,707 +12%
MML Investors Services
134
MML Investors Services
Massachusetts
$3.43M -$292K -3,584 -8%
AR
135
Advisory Research
Illinois
$3.43M – – –
SDAM
136
Shulman DeMeo Asset Management
New York
$3.43M +$26.1K +320 +0.8%
GRP
137
Global Retirement Partners
California
$3.4M +$710K +8,710 +26%
Simplex Trading
138
Simplex Trading
Illinois
$3.38M +$3.32M +40,668 +5,065%
TPCW
139
TD Private Client Wealth
New York
$3.32M -$90K -1,104 -3%
MA
140
MYDA Advisors
New York
$3.26M +$3.26M +40,000 New
FAAS
141
First Allied Advisory Services
California
$3.26M -$4.5M -55,170 -58%
Citigroup
142
Citigroup
New York
$3.14M -$606K -7,430 -16%
VCM
143
Vivaldi Capital Management
Illinois
$3.11M -$215K -2,339 -6%
MCM
144
MV Capital Management
Maryland
$3.09M -$4.08K -50 -0.1%
RJT
145
Raymond James Trust
Florida
$3.07M -$22.4K -275 -0.7%
RA
146
RFG Advisory
Alabama
$3.07M -$1.2M -14,702 -28%
MHI
147
Miller Howard Investments
New York
$3.06M +$1.06M +13,061 +53%
JWCA
148
J.W. Cole Advisors
Florida
$3.04M +$1.52M +18,665 +100%
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$3.02M -$787K -9,656 -21%
DC
150
Davenport & Co
Virginia
$3.01M -$56.6K -694 -2%
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