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iShares Select Dividend ETF

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.87%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
251
Regal Investment Advisors
Michigan
$1.12M -$35.4K -460 -3%
FBNAT
252
FirstMerit Bank N.A. Trustee
Ohio
$1.12M +$1.12M +14,529 New
SSB
253
Sandy Spring Bank
Maryland
$1.1M +$210K +2,725 +24%
LIA
254
LS Investment Advisors
Michigan
$1.09M -$1.57M -20,400 -59%
DADC
255
D.A. Davidson & Co
Montana
$1.09M +$15.9K +207 +1%
MPM
256
Meritage Portfolio Management
Kansas
$1.09M +$144K +1,865 +15%
WB
257
WesBanco Bank
West Virginia
$1.08M +$9.61K +125 +0.9%
NG
258
NatWest Group
United Kingdom
$1.08M +$512K +6,644 +89%
VWM
259
Valley Wealth Managers
New Jersey
$1.07M +$1.07M +13,892 New
KFP
260
Keystone Financial Planning
Ohio
$1.06M -$25.4K -330 -2%
WT
261
Whittier Trust
California
$1.05M
PFP
262
Pinnacle Financial Partners
Tennessee
$1.05M +$298K +3,868 +40%
LPC
263
Loeb Partners Corp
New York
$1.04M
BAS
264
Brown Advisory Securities
Maryland
$1.02M +$385 +5 +0%
WA
265
WFG Advisors
Texas
$989K +$172K +2,236 +21%
NIC
266
Northwest Investment Counselors
Oregon
$988K -$59.9K -778 -6%
MA
267
Montag & Associates
Georgia
$983K
DG
268
Davidson & Garrard
Virginia
$980K +$53.3K +693 +6%
FHA
269
First Horizon Advisors
Tennessee
$965K +$43.5K +567 +5%
FHC
270
Forest Hill Capital
Arkansas
$962K
NAM
271
Nichols Asset Management
Massachusetts
$949K
SNBOSD
272
Security National Bank of So Dak
Iowa
$916K -$23.1K -300 -2%
HB
273
Homrich & Berg
Georgia
$906K -$66.8K -868 -7%
RW
274
Rand Wealth
Maryland
$901K -$100K -1,305 -10%
EWM
275
Evermay Wealth Management
Virginia
$892K +$385 +5 +0%