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iShares Select Dividend ETF
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Overview Fund Activity

444 hedge funds and large institutions have $4.67B invested in iShares Select Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
14.4%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
44
Increased
165
Reduced
163
Closed
26
Calls
$58.9M
Puts
$12.6M
Net Calls
+$46.3M
Net Calls Change
-$8.25M

Top Buyers

1
AAA
Alpine Associates Advisors
New Jersey
$99.8M
2
Deutsche Bank
Deutsche Bank
Germany
$32.8M
3
Bank of America
Bank of America
North Carolina
$610M
4
DBIA
Dumont & Blake Investment Advisors
New Jersey
$7.2M
5
Goldman Sachs
Goldman Sachs
New York
$34.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$241M
2
BUB
BBVA USA Bancshares
Texas
$5.05M
3
Morgan Stanley
Morgan Stanley
New York
$278M
4
BFA
BlackRock Fund Advisors
California
$3.98M
5
AIA
Alerus Investment Advisors
Minnesota
$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Choate Investment Advisors
Massachusetts
$2.08M +$32.5K +490 +2%
AF
152
Allworth Financial
California
$2.05M +$3.52K +53 +0.2%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$2.05M -$4.24M -63,902 -67%
SFT
154
Simmons First Trust
Arkansas
$2.03M +$27.1K +409 +1%
CWM
155
Concert Wealth Management
California
$1.93M +$107K +1,612 +6%
ZF
156
Zhang Financial
Michigan
$1.93M -$10.5K -159 -0.5%
FWCM
157
Ferguson Wellman Capital Management
Oregon
$1.91M +$1.29M +19,450 +208%
JIP
158
Jaffetilchin Investment Partners
Florida
$1.91M +$223K +3,361 +13%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$1.9M +$400K +6,030 +27%
FAT
160
First American Trust
California
$1.88M -$1.26K -19 -0.1%
NES
161
New England Securities
New York
$1.87M +$46.2K +697 +3%
FCI
162
Financial Counselors Inc
Kansas
$1.87M – – –
JIC
163
Joel Isaacson & Co
New York
$1.83M +$15.2K +229 +0.8%
PMG
164
ProVise Management Group
Florida
$1.81M -$11.2K -169 -0.6%
PGA
165
Portland Global Advisors
Maine
$1.8M -$278K -4,185 -13%
NSCM
166
New South Capital Management
Tennessee
$1.8M – – –
SI
167
SII Investments
Wisconsin
$1.76M -$39.7K -593 -2%
PCA
168
Private Capital Advisors
Connecticut
$1.74M – – –
EVM
169
Eaton Vance Management
Massachusetts
$1.7M +$211K +3,185 +14%
SC
170
SouthState Corp
Florida
$1.65M -$15.5K -234 -0.9%
IC
171
Iconiq Capital
California
$1.65M +$1.65M +24,876 New
BOTW
172
Bank of the West
California
$1.65M -$85.1K -1,282 -5%
AAM
173
Aureus Asset Management
Massachusetts
$1.6M -$492K -7,420 -24%
ST
174
Smithfield Trust
Pennsylvania
$1.6M -$22.6K -340 -1%
CAL
175
Capital Analysts LLC
Pennsylvania
$1.59M +$28.6K +431 +2%
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7
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