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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 %
PCA
201
Private Capital Advisors
Connecticut
$1.89M – – –
HPC
202
HM Payson & Co
Maine
$1.88M +$210K +2,567 +13%
NL
203
NWAM LLC
Washington
$1.84M -$47.1K -577 -2%
ASN
204
Advisory Services Network
Georgia
$1.8M -$338K -4,142 -16%
HTC
205
Haverford Trust Company
Pennsylvania
$1.8M +$84.1K +1,029 +5%
HCM
206
Hollencrest Capital Management
California
$1.79M -$53.9K -660 -3%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$1.77M -$105K -1,289 -6%
CL
208
CPWM LLC
Washington
$1.74M +$51.2K +627 +3%
OAM
209
Occidental Asset Management
California
$1.73M +$1.73M +21,237 New
WT
210
Whittier Trust
California
$1.72M -$249K -3,051 -13%
SC
211
SouthState Corp
Florida
$1.69M -$174K -2,131 -9%
SBWM
212
Sunflower Bank Wealth Management
Arizona
$1.67M -$135K -1,653 -7%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$1.65M +$2.78K +34 +0.2%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$1.63M +$341K +4,173 +26%
JIM
215
Jupiter Investment Management
United Kingdom
$1.6M – – –
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.58M -$9.8K -120 -0.6%
BC
217
Brinker Capital
Pennsylvania
$1.58M +$8.49K +104 +0.5%
LPT
218
Legacy Private Trust
Wisconsin
$1.58M – – –
WA
219
WFG Advisors
Texas
$1.58M +$390K +4,773 +33%
PGFC
220
Peapack-Gladstone Financial Corp
New Jersey
$1.58M +$139K +1,705 +10%
SCA
221
Stonebridge Capital Advisors
Minnesota
$1.57M +$463K +5,670 +42%
GAM
222
Gould Asset Management
California
$1.56M +$37.2K +455 +2%
RFC
223
Regions Financial Corp
Alabama
$1.56M -$451K -5,526 -22%
KM
224
Kalos Management
Georgia
$1.56M +$125K +1,645 +9%
CIA
225
Choate Investment Advisors
Massachusetts
$1.53M -$719K -8,808 -32%
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