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iShares Select Dividend ETF
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Overview Fund Activity

609 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
16.25%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.31%
New
54
Increased
200
Reduced
222
Closed
45
Calls
$17.2M
Puts
$9.02M
Net Calls
+$8.2M
Net Calls Change
+$9.45M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$884M
2
FIG
FundX Investment Group
California
$41.7M
3
GFG
Gray Financial Group
Georgia
$53.9M
4
Morgan Stanley
Morgan Stanley
New York
$316M
5
SF
Synovus Financial
Georgia
$40.2M

Top Sellers

1
MHI
Miller Howard Investments
New York
$0
2
SCM
Sterling Capital Management
North Carolina
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$43M
4
BTS
BB&T Securities
Virginia
$5.2M
5
Goldman Sachs
Goldman Sachs
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$2.28M -$376K -4,605 -14%
BSWMG
177
Barrington Strategic Wealth Management Group
Illinois
$2.27M -$198K -2,420 -8%
ST
178
Smithfield Trust
Pennsylvania
$2.24M +$1.17M +14,364 +110%
MLIC
179
Mandatum Life Insurance Company
Finland
$2.24M +$240K +2,941 +12%
FCI
180
Financial Counselors Inc
Kansas
$2.22M -$1.59M -19,508 -42%
PNC
181
Park National Corp
Ohio
$2.22M +$18.4K +225 +0.8%
NA
182
Nottingham Advisors
New York
$2.18M – – –
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$2.18M -$1.75M -21,444 -45%
CWM
184
Concert Wealth Management
California
$2.18M +$1.27M +15,579 +140%
CCG
185
Chatham Capital Group
Georgia
$2.17M +$122K +1,500 +6%
ONB
186
Old National Bancorp
Indiana
$2.15M -$9.9M -121,200 -82%
NSCM
187
New South Capital Management
Tennessee
$2.12M – – –
CAL
188
Capital Analysts LLC
Pennsylvania
$2.1M +$70.7K +866 +3%
SC
189
Scotia Capital
Ontario, Canada
$2.1M -$417K -5,099 -17%
BJ
190
Brouwer & Janachowski
California
$2.08M -$52.6K -644 -2%
GKWIM
191
Gerber Kawasaki Wealth & Investment Management
California
$2.07M +$75.6K +926 +4%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$2.06M +$558K +6,832 +37%
GWM
193
Gupta Wealth Management
California
$2.05M +$154K +1,885 +8%
PMG
194
ProVise Management Group
Florida
$2.04M -$95.1K -1,165 -4%
AW
195
ACG Wealth
Georgia
$2M -$159K -1,941 -7%
AC
196
Alley Company
Illinois
$1.95M -$70.2K -859 -3%
GWM
197
Geneos Wealth Management
Colorado
$1.95M +$1.95M +23,852 New
SC
198
Stratford Consulting
Texas
$1.94M +$6.78K +83 +0.4%
BOTW
199
Bank of the West
California
$1.92M +$202K +2,475 +12%
EDRS
200
Edmond de Rothschild (Suisse)
Switzerland
$1.92M +$558K +6,832 +41%
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