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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 %
State Street
301
State Street
Massachusetts
$1.9M -$28.7K -272 -1%
AWM
302
Aberdeen Wealth Management
Illinois
$1.89M +$1.89M +17,914 New
NSCM
303
New South Capital Management
Tennessee
$1.89M
SBWM
304
Sunflower Bank Wealth Management
Arizona
$1.87M -$25.9K -245 -1%
BAS
305
Brown Advisory Securities
Maryland
$1.87M +$256K +2,420 +16%
SBSB
306
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.86M +$19.9K +188 +1%
PPA
307
Parametric Portfolio Associates
Washington
$1.85M -$151K -1,432 -8%
IWAG
308
Integer Wealth Advisors Group
Georgia
$1.85M +$1.85M +17,602 New
GP
309
Geneva Partners
Wisconsin
$1.83M +$49.5K +468 +3%
CPIA
310
Cornell Pochily Investment Advisors
New York
$1.83M -$7.08K -67 -0.4%
MAFM
311
Mid Atlantic Financial Management
Pennsylvania
$1.81M +$13.2K +125 +0.7%
FSA
312
Franklin Street Advisors
North Carolina
$1.81M -$49.1K -465 -3%
CFG
313
Citizens Financial Group
Rhode Island
$1.8M +$88.5K +838 +5%
CAM
314
Carret Asset Management
New York
$1.78M +$136K +1,285 +8%
TAM
315
Townsend Asset Management
North Carolina
$1.76M +$1.76M +16,610 New
OWD
316
Osborn Williams & Donohoe
Ohio
$1.75M +$128K +1,211 +8%
PFT
317
Providence First Trust
Arizona
$1.74M -$14.8K -140 -0.8%
OC
318
Oppenheimer & Co
New York
$1.73M +$309K +2,922 +22%
JPLA
319
Joseph P. Lucia & Associates
New York
$1.73M -$13.5K -128 -0.8%
BC
320
Brio Consultants
California
$1.72M +$2.54K +24 +0.1%
SS
321
Sunbelt Securities
Texas
$1.71M -$91.1K -862 -5%
FCI
322
Financial Counselors Inc
Kansas
$1.7M -$14.6K -138 -0.9%
SCG
323
Sonata Capital Group
Washington
$1.69M +$3.49K +33 +0.2%
IFWM
324
Institute for Wealth Management
Colorado
$1.69M -$18.5K -175 -1%
PPP
325
Private Portfolio Partners
New Jersey
$1.68M +$181K +1,710 +12%