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iShares Select Dividend ETF
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Overview Fund Activity

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$463M
2
Goldman Sachs
2
Goldman Sachs
New York
$85.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$490M
4
GT
4
Glenmede Trust
Pennsylvania
$22.9M
5
PAG
5
Private Advisor Group
New Jersey
$25.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.6M
3
UBS Group
3
UBS Group
Switzerland
$149M
4
BTS
4
BB&T Securities
Virginia
$14.4M
5
UCFA
5
United Capital Financial Advisors
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
151
Thomasville National Bank
Georgia
$4.01M -$145K -1,457 -3%
FANJ
152
Financial Architects (New Jersey)
New Jersey
$3.96M -$59.3K -594 -1%
DAS
153
Dynamic Advisor Solutions
Arizona
$3.94M -$23.1K -232 -0.6%
MBTD
154
Mechanics Bank - Trust Department
California
$3.94M -$82.3K -825 -2%
RGIA
155
Rainier Group Investment Advisory
Washington
$3.79M -$68.4K -686 -2%
GWM
156
Geneos Wealth Management
Colorado
$3.76M +$75K +726 +2%
Franklin Resources
157
Franklin Resources
California
$3.72M -$83.4K -836 -2%
PA
158
Pinnacle Associates
New York
$3.68M -$145K -1,457 -4%
MF
159
MHI Funds
New York
$3.6M +$3.6M +36,065 New
WT
160
Whittier Trust
California
$3.52M +$107K +1,068 +3%
FBB
161
Fulton Breakefield Broenniman
Maryland
$3.51M -$97.6K -978 -3%
FC
162
FCA Corp
Texas
$3.51M +$4.89K +49 +0.1%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$3.49M -$162K -1,625 -4%
PWSG
164
Pacific Wealth Strategies Group
California
$3.47M +$35.8K +359 +1%
AWM
165
AE Wealth Management
Kansas
$3.44M +$2.08M +20,811 +153%
CSIA
166
Charles Schwab Investment Advisory
California
$3.4M +$5.59K +56 +0.2%
GB
167
Gunma Bank
Japan
$3.39M – – –
AFG
168
Albion Financial Group
Utah
$3.39M – – –
BUB
169
BBVA USA Bancshares
Texas
$3.37M -$1.27M -12,780 -27%
LFAS
170
Level Four Advisory Services
Texas
$3.3M -$85.7K -859 -3%
SMFG
171
Sumitomo Mitsui Financial Group
Japan
$3.21M -$211K -2,111 -6%
CGH
172
Crossmark Global Holdings
Texas
$3.18M – – –
SB
173
Simmons Bank
Arkansas
$3.15M +$347K +3,483 +12%
FWCM
174
Ferguson Wellman Capital Management
Oregon
$3.12M +$320K +3,211 +11%
SSW
175
Smith Shellnut Wilson
Mississippi
$3.11M +$3.11M +31,203 New
5 6
7
8 9