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iShares Select Dividend ETF
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Overview Fund Activity

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.7M
2
MHI
Miller Howard Investments
New York
$25M
3
BTS
BB&T Securities
Virginia
$26.2M
4
BAM
Brave Asset Management
New Jersey
$12.6M
5
UBS Group
UBS Group
Switzerland
$160M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$47.2M
3
Bank of America
Bank of America
North Carolina
$832M
4
GT
Glenmede Trust
Pennsylvania
$0
5
PS
Portfolio Strategies
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
NWP
176
Northstar Wealth Partners
Connecticut
$3.08M +$449K +4,593 +17%
PA
177
Parallel Advisors
California
$3.02M +$19.4K +199 +0.6%
TWA
178
TCI Wealth Advisors
Arizona
$3M -$58.3K -596 -2%
AC
179
Alexandria Capital
Virginia
$2.97M -$2.44K -25 -0.1%
SPIA
180
Steward Partners Investment Advisory
New York
$2.96M -$18.2K -186 -0.6%
AMG
181
Asset Management Group
Connecticut
$2.96M – – –
AF
182
Allworth Financial
California
$2.93M -$4.88M -49,949 -62%
RJT
183
Raymond James Trust
Florida
$2.9M -$41.5K -425 -1%
NF
184
Nikulski Financial
Iowa
$2.89M +$69.7K +713 +2%
OIA
185
Optimum Investment Advisors
Illinois
$2.86M -$255K -2,610 -8%
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.84M +$31.8K +325 +1%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2.83M – – –
LNB
188
Ledyard National Bank
$2.8M -$20.5K -210 -0.7%
SB
189
Simmons Bank
Arkansas
$2.75M -$7.14K -73 -0.3%
FWCM
190
Ferguson Wellman Capital Management
Oregon
$2.74M +$160K +1,633 +6%
EAM
191
Evanson Asset Management
California
$2.73M -$138K -1,417 -5%
FNT
192
First National Trust
Pennsylvania
$2.73M -$10.4K -106 -0.4%
FWM
193
Frontier Wealth Management
Missouri
$2.68M +$326K +3,337 +14%
SC
194
Scotia Capital
Ontario, Canada
$2.67M +$240K +2,545 +10%
NFG
195
Noven Financial Group
Colorado
$2.66M -$145K -1,488 -5%
CGA
196
Crescent Grove Advisors
Illinois
$2.64M +$14.3K +145 +0.5%
FHA
197
First Horizon Advisors
Tennessee
$2.6M +$1.41M +14,388 +118%
ZF
198
Zhang Financial
Michigan
$2.56M -$53.7K -550 -2%
MMHP
199
Murphy Middleton Hinkle & Parker
Georgia
$2.54M +$87K +890 +4%
NSCM
200
New South Capital Management
Tennessee
$2.53M – – –
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