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iShares Select Dividend ETF

492 hedge funds and large institutions have $4.89B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+48
Holders Change %
+10.81%
% of All Funds
14.29%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
1.1%
New
84
Increased
170
Reduced
170
Closed
30
Calls
$73.3M
Puts
$15M
Net Calls
+$58.3M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
326
D.J. St. Germain
Massachusetts
$562K -$8.56K -120 -2%
WEC
327
Winslow Evans & Crocker
Massachusetts
$562K +$562K +7,875 New
SCA
328
Stillwater Capital Advisors
Pennsylvania
$559K
Brown Advisory
329
Brown Advisory
Maryland
$555K -$456K -6,395 -45%
UR
330
USCA RIA
Texas
$554K +$554K +7,768 New
Bank of Nova Scotia
331
Bank of Nova Scotia
Ontario, Canada
$544K -$28K -393 -5%
NAMP
332
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$534K -$71.3K -1,000 -12%
WFG
333
Windsor Financial Group
Minnesota
$526K +$17.8K +250 +4%
GC
334
Guggenheim Capital
Illinois
$521K +$250K +3,509 +93%
PFA
335
Paradigm Financial Advisors
Missouri
$516K +$516K +7,234 New
CCM
336
Covington Capital Management
California
$512K +$68.4K +959 +15%
DWM
337
Destination Wealth Management
California
$509K +$4.42K +62 +0.9%
NG
338
NatWest Group
United Kingdom
$509K +$509K +7,131 New
BOS
339
Bingham Osborn & Scarborough
California
$497K -$3.71K -52 -0.7%
CWA
340
Constellation Wealth Advisors
New York
$497K
HCP
341
Holt Capital Partners
Texas
$489K +$489K +6,855 New
DWT
342
Dorsey & Whitney Trust
South Dakota
$474K
FB
343
Fulton Bank
Pennsylvania
$452K
EHPM
344
Emery Howard Portfolio Management
California
$445K +$6.85K +96 +2%
WS
345
Wedbush Securities
California
$435K -$33.9K -475 -7%
LIC
346
Lodestar Investment Counsel
Illinois
$417K -$17.8K -250 -4%
FTIOP
347
Fiduciary Trust International of Pennsylvania
Pennsylvania
$417K +$15.3K +214 +4%
RT
348
Reliance Trust
Georgia
$416K +$25K +351 +6%
TYCC
349
Texas Yale Capital Corp
Florida
$413K
BCM
350
BTR Capital Management
California
$410K