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iShares Select Dividend ETF
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Overview Fund Activity

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M

Top Buyers

1
BlackRock
BlackRock
New York
$112M
2
TNBTD
Trustmark National Bank Trust Department
Mississippi
$57.3M
3
CCM
Covington Capital Management
California
$19.5M
4
Morgan Stanley
Morgan Stanley
New York
$420M
5
CA
Cumberland Advisors
Florida
$12.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$511M
2
Federated Hermes
Federated Hermes
Pennsylvania
$32K
3
Bank of America
Bank of America
North Carolina
$935M
4
FIG
FundX Investment Group
California
$1.35M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Concert Wealth Management
California
$2.85M +$1.55M +17,521 +120%
ZF
177
Zhang Financial
Michigan
$2.8M -$71.8K -721 -3%
EAM
178
Evanson Asset Management
California
$2.75M +$364 +4 +0%
PA
179
Parallel Advisors
California
$2.73M -$1.27M -13,934 -32%
PWSG
180
Pacific Wealth Strategies Group
California
$2.72M +$2.18M +23,972 +408%
GWM
181
Geneos Wealth Management
Colorado
$2.7M +$136K +1,492 +5%
AC
182
Alexandria Capital
Virginia
$2.69M +$31.7K +348 +1%
CCWA
183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.67M -$84.6K -929 -3%
AIM
184
Advantage Investment Management
Iowa
$2.54M +$2.54M +27,882 +60,613%
PVH
185
Psagot Value Holdings
Israel
$2.53M +$2.4M +26,388 +1,861%
ST
186
Smithfield Trust
Pennsylvania
$2.48M -$72K -790 -3%
CCG
187
Chatham Capital Group
Georgia
$2.44M +$22.8K +250 +0.9%
PNC
188
Park National Corp
Ohio
$2.43M -$99.7K -1,095 -4%
PP
189
Palladium Partners
Virginia
$2.43M -$24.6K -270 -1%
SB
190
Simmons Bank
Arkansas
$2.42M -$2.33M -25,558 -49%
HW
191
Hancock Whitney
Mississippi
$2.38M -$663K -7,275 -22%
NSCM
192
New South Capital Management
Tennessee
$2.36M – – –
CCG
193
Cypress Capital Group
Florida
$2.35M -$183K -2,005 -7%
SC
194
Scotia Capital
Ontario, Canada
$2.35M -$321K -3,515 -12%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$2.35M +$2.35M +25,734 New
FFEC
196
First Financial Equity Corporation
Arizona
$2.32M +$2.32M +25,593 New
NA
197
Nottingham Advisors
New York
$2.28M -$6.92K -76 -0.3%
CM
198
Cornerstone Management
Georgia
$2.25M -$280K -3,078 -11%
SFM
199
Signet Financial Management
New Jersey
$2.25M +$117K +1,283 +5%
Cerity Partners
200
Cerity Partners
New York
$2.24M +$2.24M +24,536 New
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