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iShares Select Dividend ETF
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Overview Fund Activity

640 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 219 increasing their positions, 228 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
17.1%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.44%
New
43
Increased
219
Reduced
228
Closed
28
Calls
$43.6M
Puts
$116M
Net Calls
-$72.1M
Net Calls Change
-$72.7M

Top Buyers

1
NLI
Nippon Life Insurance
Japan
+$34.3M
2
CFS
Commonwealth Financial Services
West Virginia
+$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$11M
4
SB
Suntrust Banks
Georgia
+$8.94M
5
HNB
Huntington National Bank
Ohio
+$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$54.7M
2
Bank of America
Bank of America
North Carolina
-$29.7M
3
WP
WealthPLAN Partners
Nebraska
-$28.9M
4
SF
Synovus Financial
Georgia
-$21M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
151
Round Table Services
New Jersey
$3.53M +$1.71K +20 +0%
GG
152
Gofen & Glossberg
Illinois
$3.5M – – –
MCM
153
MAI Capital Management
Ohio
$3.46M -$193K -2,254 -5%
MBTD
154
Mechanics Bank - Trust Department
California
$3.44M +$3.44M +40,192 New
CAM
155
Capstone Asset Management
Texas
$3.38M – – –
EDRIA
156
Edmonds Duncan Registered Investment Advisors
Kansas
$3.37M -$364K -4,348 -10%
BAS
157
Brown Advisory Securities
Maryland
$3.36M +$801K +9,338 +31%
FUBT
158
First United Bank & Trust
Maryland
$3.28M +$178K +2,080 +6%
OIA
159
Optimum Investment Advisors
Illinois
$3.17M – – –
CCM
160
Colorado Capital Management
Colorado
$3.16M -$343 -4 -0%
LNB
161
Ledyard National Bank
$3.06M -$122K -1,427 -4%
FC
162
FCA Corp
Texas
$3.02M -$116K -1,352 -4%
AMG
163
Asset Management Group
Connecticut
$3M – – –
CAL
164
Capital Analysts LLC
Pennsylvania
$2.98M +$399K +4,651 +15%
HS
165
Huntington Steele
Pennsylvania
$2.98M +$2.98M +34,716 New
TWA
166
TCI Wealth Advisors
Arizona
$2.97M -$72.3K -844 -2%
GB
167
Gunma Bank
Japan
$2.91M – – –
FMBTD
168
First Midwest Bank Trust Division
Illinois
$2.73M -$25.3K -295 -0.9%
FWM
169
Frontier Wealth Management
Missouri
$2.68M -$804K -9,382 -23%
ZF
170
Zhang Financial
Michigan
$2.63M -$38K -443 -1%
CWM
171
Concert Wealth Management
California
$2.63M -$158K -1,843 -6%
GKWIM
172
Gerber Kawasaki Wealth & Investment Management
California
$2.61M +$174K +2,036 +7%
SCA
173
Stonebridge Capital Advisors
Minnesota
$2.6M +$693K +8,092 +36%
CCWA
174
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.6M +$2.6M +30,309 New
EAM
175
Evanson Asset Management
California
$2.59M -$48.2K -563 -2%
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