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iShares Select Dividend ETF

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
SouthState Corp
Florida
$1.31M -$140K -1,400 -10%
PGA
302
Portland Global Advisors
Maine
$1.29M
EWF
303
Epstein & White Financial
California
$1.28M -$528K -5,298 -29%
MBT
304
Montecito Bank & Trust
California
$1.28M
SWA
305
Sutton Wealth Advisors
Florida
$1.28M +$9.58K +96 +0.8%
APP
306
Avantax Planning Partners
Iowa
$1.27M -$38.9K -390 -3%
B
307
Barings
North Carolina
$1.27M
BAM
308
Berkshire Asset Management
Pennsylvania
$1.27M
OC
309
Oppenheimer & Co
New York
$1.25M -$173K -1,733 -12%
SFS
310
Summit Financial Strategies
Ohio
$1.24M
DADC
311
D.A. Davidson & Co
Montana
$1.24M +$84.8K +850 +7%
MA
312
Mutual Advisors
Nebraska
$1.23M +$12.2K +122 +1%
PCG
313
Private Capital Group
Connecticut
$1.23M +$34.2K +340 +3%
AIP
314
ARS Investment Partners
New York
$1.23M +$378K +3,791 +44%
BTNA
315
Bremer Trust National Association
Minnesota
$1.23M +$37.7K +378 +3%
Kayne Anderson Rudnick Investment Management
316
Kayne Anderson Rudnick Investment Management
California
$1.22M +$363K +3,639 +43%
NFG
317
Next Financial Group
Texas
$1.2M -$1.11M -11,109 -48%
WB
318
Webster Bank
Connecticut
$1.19M
WSCM
319
Wellington Shields Capital Management
New York
$1.18M -$29.9K -300 -2%
SBL
320
Sargent Bickham Lagudis
Colorado
$1.17M -$14.9K -149 -1%
AC
321
Abbrea Capital
California
$1.17M
LIA
322
LS Investment Advisors
Michigan
$1.16M -$401K -4,015 -26%
CWM
323
Cornerstone Wealth Management
Missouri
$1.16M -$190K -17,925 -14%
BCA
324
Bay Colony Advisors
Massachusetts
$1.16M -$13.4K -134 -1%
ADL
325
Asset Dedication LLC
California
$1.16M -$200K -2,005 -15%