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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
$109M
2
CFS
Commonwealth Financial Services
West Virginia
$11.7M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$16.4M
4
SB
Suntrust Banks
Georgia
$189M
5
HNB
Huntington National Bank
Ohio
$8.63M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$505K
2
Bank of America
Bank of America
North Carolina
$908M
3
WP
WealthPLAN Partners
Nebraska
$1.52M
4
SF
Synovus Financial
Georgia
$23.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$908M -$29.7M -346,016 -3%
Wells Fargo
2
Wells Fargo
California
$501M -$4.51M -52,651 -0.9%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$396M -$2.42M -28,199 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$359M -$273K -3,187 -0.1%
Northern Trust
5
Northern Trust
Illinois
$247M -$6.22M -72,533 -2%
US Bancorp
6
US Bancorp
Minnesota
$194M +$7.43M +86,677 +4%
SB
7
Suntrust Banks
Georgia
$189M +$8.94M +104,370 +5%
UBS Group
8
UBS Group
Switzerland
$165M -$3.99M -46,613 -2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$145M +$1.68M +19,578 +1%
NLI
10
Nippon Life Insurance
Japan
$109M +$34.3M +400,000 +46%
LPL Financial
11
LPL Financial
California
$95.9M +$6.45M +76,683 +7%
NCM
12
Northside Capital Management
Oregon
$89.5M +$6.62M +77,282 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$81.4M -$484K -5,645 -0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$80M -$379K -4,423 -0.5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$70.6M +$1.27M +14,797 +2%
BIM
16
BlackRock Investment Management
Delaware
$67.9M +$5.3M +61,867 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$55.2M +$585K +6,824 +1%
GFG
18
Gray Financial Group
Georgia
$51M – – –
M&T Bank
19
M&T Bank
New York
$49.8M -$1.38M -16,135 -3%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$49.2M +$2.89M +33,742 +6%
FIG
21
FundX Investment Group
California
$46.1M -$224K -2,611 -0.5%
Ameriprise
22
Ameriprise
Minnesota
$45.1M +$4.11M +48,038 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$43.6M -$1.4M -16,345 -3%
CB
24
Commerce Bank
Missouri
$39.3M -$2.65M -30,932 -6%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$38.5M -$110K -1,284 -0.3%
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