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iShares Select Dividend ETF
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Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
$51M
2
Wells Fargo
Wells Fargo
California
$439M
3
PI
PFS Investments
Georgia
$28.6M
4
VFP
Verus Financial Partners
Virginia
$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
$27.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$37.2M
2
HNB
Huntington National Bank
Ohio
$19.8M
3
AAS
Avantax Advisory Services
Texas
$7.3M
4
UBS Group
UBS Group
Switzerland
$97.7M
5
HWA
Heartwood Wealth Advisors
Virginia
$637K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$697M -$317K -3,295 -0%
Morgan Stanley
2
Morgan Stanley
New York
$491M +$2.71M +28,215 +0.6%
Wells Fargo
3
Wells Fargo
California
$439M +$46.1M +479,499 +12%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$392M -$8.19M -85,195 -2%
Northern Trust
5
Northern Trust
Illinois
$230M +$5.18M +53,807 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M +$8.93M +92,802 +6%
US Bancorp
7
US Bancorp
Minnesota
$142M -$4.48M -46,550 -3%
Truist Financial
8
Truist Financial
North Carolina
$142M +$81.3K +845 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$133M +$10.8M +111,940 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$127M -$4.67M -48,600 -4%
LPL Financial
11
LPL Financial
California
$102M +$3.72M +38,720 +4%
UBS Group
12
UBS Group
Switzerland
$97.7M -$10.7M -111,430 -10%
BlackRock
13
BlackRock
New York
$70.3M -$4.3M -44,744 -6%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$66.7M -$412K -4,282 -0.6%
NCM
15
Northside Capital Management
Oregon
$63.7M -$1.7M -17,701 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$53.8M +$1.79M +18,618 +3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$53.3M +$10.2M +106,075 +24%
AssetMark Inc
18
AssetMark Inc
California
$51.2M -$3.55M -36,946 -6%
AC
19
Allstate Corporation
Illinois
$51M +$51M +530,000 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$50.9M -$5.69M -59,148 -10%
AF
21
Ally Financial
Michigan
$50.6M +$8.27M +86,000 +20%
Ameriprise
22
Ameriprise
Minnesota
$48.9M -$2.45M -25,420 -5%
RJA
23
Raymond James & Associates
Florida
$48.4M +$8.52M +88,590 +21%
Osaic Holdings
24
Osaic Holdings
Arizona
$47.8M +$3.9M +40,561 +9%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$42.6M -$5.44M -56,545 -11%
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