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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
276
Cornerstone Management
Georgia
$2.19M -$10.8K -102 -0.5%
MPCG
277
Matrix Private Capital Group
New York
$2.17M +$2.17M +20,513 New
APWM
278
Atlas Private Wealth Management
New York
$2.12M +$2.12M +20,082 New
TWA
279
TCI Wealth Advisors
Arizona
$2.09M -$55.3K -523 -3%
RGIA
280
Rainier Group Investment Advisory
Washington
$2.08M -$56.3K -533 -3%
BUB
281
BBVA USA Bancshares
Texas
$2.03M +$183K +1,732 +10%
AI
282
Atria Investments
North Carolina
$2.03M +$887K +8,393 +78%
CA
283
Clearstead Advisors
Ohio
$2.02M +$423 +4 +0%
PIMG
284
Patriot Investment Management Group
Tennessee
$2.02M -$8.24K -78 -0.4%
HBWM
285
Hollow Brook Wealth Management
New York
$2.02M -$162K -1,532 -7%
CWS
286
Cypress Wealth Services
California
$2.02M +$29.6K +280 +1%
MFG
287
Magnus Financial Group
New York
$2M +$87.2K +825 +5%
GTAM
288
Global Trust Asset Management
Florida
$1.98M +$4.02K +38 +0.2%
ICM
289
Islay Capital Management
Texas
$1.97M +$1.97M +18,629 New
WF
290
Welch & Forbes
Massachusetts
$1.96M +$176K +1,665 +10%
AMG
291
Asset Management Group
Connecticut
$1.95M -$340K -3,216 -15%
SFSIG
292
San Francisco Sentry Investment Group
California
$1.95M -$23.1K -219 -1%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$1.94M +$49.7K +470 +3%
DAS
294
Dynamic Advisor Solutions
Arizona
$1.94M +$447K +4,231 +30%
TFS
295
Thoroughbred Financial Services
Tennessee
$1.94M -$16.4K -155 -0.8%
HB
296
Homrich & Berg
Georgia
$1.93M +$15.4K +146 +0.8%
JFA
297
Johanson Financial Advisors
California
$1.93M +$1.93M +203,977 New
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$1.92M +$137K +1,300 +8%
HIA
299
Harbor Investment Advisory
Maryland
$1.91M +$1.91M +18,098 New
KA
300
Kovack Advisors
Florida
$1.9M +$51.8K +490 +3%