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iShares Select Dividend ETF
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Overview Fund Activity

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.11B
2
Wells Fargo
Wells Fargo
California
$603M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
MHI
Miller Howard Investments
New York
$137M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
BAM
Brave Asset Management
New Jersey
$1.34M
2
Goldman Sachs
Goldman Sachs
New York
$63.1M
3
HNB
Huntington National Bank
Ohio
$13M
4
SAS
Stelac Advisory Services
New York
$8.68M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
176
Prospera Financial Services
Texas
$3.42M +$2.11M +23,639 +162%
GWM
177
Geneos Wealth Management
Colorado
$3.41M +$189K +2,127 +6%
MBTD
178
Mechanics Bank - Trust Department
California
$3.4M -$121K -1,360 -3%
MAM
179
Marquette Asset Management
Minnesota
$3.34M -$489K -5,471 -13%
Franklin Resources
180
Franklin Resources
California
$3.26M -$75.9K -850 -2%
PA
181
Pinnacle Associates
New York
$3.26M -$40.3K -451 -1%
RGIA
182
Rainier Group Investment Advisory
Washington
$3.24M -$152K -1,700 -4%
SS
183
Simplicity Solutions
Minnesota
$3.24M +$1.97M +22,112 +156%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$3.2M +$69.1K +774 +2%
PWSG
185
Pacific Wealth Strategies Group
California
$3.16M +$56K +627 +2%
FC
186
FCA Corp
Texas
$3.13M -$8.39K -94 -0.3%
WT
187
Whittier Trust
California
$3.06M -$99.4K -1,113 -3%
AFG
188
Albion Financial Group
Utah
$3.04M – – –
GB
189
Gunma Bank
Japan
$3.04M – – –
FBB
190
Fulton Breakefield Broenniman
Maryland
$3M -$148K -1,652 -5%
VCM
191
Vivaldi Capital Management
Illinois
$2.97M +$768K +8,598 +35%
LFAS
192
Level Four Advisory Services
Texas
$2.93M -$25.9K -290 -0.9%
BUB
193
BBVA USA Bancshares
Texas
$2.9M -$118K -1,318 -4%
Brown Advisory
194
Brown Advisory
Maryland
$2.88M +$491K +5,499 +21%
PA
195
Parallel Advisors
California
$2.87M +$111K +1,240 +4%
CCWA
196
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M +$277K +3,100 +11%
NF
197
Nikulski Financial
Iowa
$2.81M -$71.4K -799 -2%
RJT
198
Raymond James Trust
Florida
$2.79M +$23.7K +265 +0.9%
SSW
199
Smith Shellnut Wilson
Mississippi
$2.79M – – –
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M +$32.7K +366 +1%
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