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iShares Select Dividend ETF
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Overview Fund Activity

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$812M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.2M
3
ONB
3
Old National Bancorp
Indiana
$11.9M
4
LPL Financial
4
LPL Financial
California
$114M
5
NCM
5
Northside Capital Management
Oregon
$83.4M

Top Sellers

1
AA
1
ALPS Advisors
Colorado
$0
2
BTS
2
BB&T Securities
Virginia
$131M
3
ACM
3
Aviance Capital Management
Florida
$34.2M
4
Comerica Bank
4
Comerica Bank
Texas
$30.4M
5
MHI
5
Miller Howard Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BJ
151
Brouwer & Janachowski
California
$2.93M -$460K -5,905 -14%
CAM
152
Capstone Asset Management
Texas
$2.93M – – –
CCG
153
Cypress Capital Group
Florida
$2.87M +$105K +1,345 +4%
FHC
154
First Houston Capital
Texas
$2.86M +$210K +2,700 +8%
LNB
155
Ledyard National Bank
$2.85M +$206K +2,643 +8%
SHJ
156
Sharkey, Howes & Javer
Colorado
$2.81M +$2.81M +36,050 New
AW
157
ACG Wealth
Georgia
$2.77M -$209K -2,683 -7%
KCM
158
Karp Capital Management
California
$2.74M +$48.7K +625 +2%
DADC
159
D.A. Davidson & Co
Montana
$2.7M +$1.45M +18,619 +117%
TWA
160
TCI Wealth Advisors
Arizona
$2.68M -$22.1K -284 -0.8%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$2.62M -$88.5K -1,136 -3%
AMG
162
Asset Management Group
Connecticut
$2.61M -$52.1K -669 -2%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$2.55M -$229K -2,928 -8%
CAL
164
Capital Analysts LLC
Pennsylvania
$2.52M +$103K +1,325 +4%
ZF
165
Zhang Financial
Michigan
$2.51M +$623 +8 +0%
CWA
166
Constellation Wealth Advisors
New York
$2.51M -$25.6K -328 -1%
CS
167
Comerica Securities
Michigan
$2.47M +$2.47M +31,729 New
EAM
168
Evanson Asset Management
California
$2.47M -$95K -1,219 -4%
BAM
169
Baring Asset Management
United Kingdom
$2.46M +$376K +4,795 +18%
SI
170
SII Investments
Wisconsin
$2.43M +$163K +2,060 +7%
BAM
171
Brave Asset Management
New Jersey
$2.43M +$134K +1,717 +6%
TCM
172
Towercrest Capital Management
Pennsylvania
$2.4M -$826K -10,544 -26%
GWM
173
Gupta Wealth Management
California
$2.4M +$2.4M +30,756 New
FCI
174
Financial Counselors Inc
Kansas
$2.39M +$89.3K +1,146 +4%
FUBT
175
First United Bank & Trust
Maryland
$2.34M +$61.6K +790 +3%
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