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iShares Select Dividend ETF
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Overview Fund Activity

640 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 219 increasing their positions, 228 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
17.1%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.44%
New
43
Increased
219
Reduced
228
Closed
28
Calls
$43.6M
Puts
$116M
Net Calls
-$72.1M
Net Calls Change
-$72.7M

Top Buyers

1
NLI
Nippon Life Insurance
Japan
+$34.3M
2
CFS
Commonwealth Financial Services
West Virginia
+$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$11M
4
SB
Suntrust Banks
Georgia
+$8.94M
5
HNB
Huntington National Bank
Ohio
+$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$54.7M
2
Bank of America
Bank of America
North Carolina
-$29.7M
3
WP
WealthPLAN Partners
Nebraska
-$28.9M
4
SF
Synovus Financial
Georgia
-$21M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Baring Asset Management
United Kingdom
$2.02M -$270K -3,160 -12%
NFG
202
Next Financial Group
Texas
$1.99M +$1.33M +15,522 +203%
PCA
203
Private Capital Advisors
Connecticut
$1.99M – – –
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$1.98M +$5.4K +63 +0.3%
NL
205
NWAM LLC
Washington
$1.95M +$6.43K +75 +0.3%
SC
206
Stratford Consulting
Texas
$1.95M -$14.5K -169 -0.7%
ATC
207
Argent Trust Co
Tennessee
$1.91M +$123K +1,430 +7%
HPC
208
HM Payson & Co
Maine
$1.9M – – –
BJ
209
Brouwer & Janachowski
California
$1.9M -$155K -1,804 -8%
ASN
210
Advisory Services Network
Georgia
$1.85M -$56.3K -657 -3%
ICOA
211
Investment Centers of America
North Dakota
$1.84M +$398K +4,641 +28%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$1.81M +$134K +1,560 +8%
WT
213
Whittier Trust
California
$1.8M – – –
EWM
214
Evercore Wealth Management
New York
$1.8M -$4.28K -50 -0.2%
CFG
215
Citizens Financial Group
Rhode Island
$1.8M +$976K +11,385 +119%
SBWM
216
Sunflower Bank Wealth Management
Arizona
$1.79M +$40.7K +475 +2%
CM
217
Cornerstone Management
Georgia
$1.77M +$705K +8,225 +66%
HW
218
Hancock Whitney
Mississippi
$1.76M +$1.2M +14,036 +217%
VA
219
Valmark Advisers
Ohio
$1.76M +$985K +11,499 +128%
HCM
220
Hollencrest Capital Management
California
$1.74M -$85.5K -997 -5%
FSA
221
Franklin Street Advisors
North Carolina
$1.73M +$96.4K +1,125 +6%
KeyBank National Association
222
KeyBank National Association
Ohio
$1.71M +$78.1K +911 +5%
CPSAC
223
Chas P. Smith & Associates (CPS)
Florida
$1.7M +$861K +10,723 +102%
MPM
224
Meritage Portfolio Management
Kansas
$1.68M +$283K +3,300 +20%
BC
225
Brinker Capital
Pennsylvania
$1.68M +$9.34K +109 +0.6%
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