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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 %
WA
326
WealthTrust Axiom
Pennsylvania
$571K +$154K +2,000 +37%
LIM
327
Leavell Investment Management
Alabama
$560K -$76.4K -992 -12%
UR
328
USCA RIA
Texas
$557K +$2.23K +29 +0.4%
NAMP
329
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$553K -$23.1K -300 -4%
DWM
330
Destination Wealth Management
California
$553K +$3.54K +46 +0.6%
WFG
331
Windsor Financial Group
Minnesota
$548K +$7.7K +100 +1%
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$539K -$173K -2,250 -24%
IAA
333
Ironsides Asset Advisors
North Carolina
$539K +$539K +7,000 New
DY
334
Dowling & Yahnke
California
$538K -$15.4K -200 -3%
CFA
335
Carroll Financial Associates
North Carolina
$537K +$32.3K +420 +6%
ACM
336
Antonetti Capital Management
Florida
$536K +$169K +2,195 +46%
VFS
337
VSR Financial Services
Kansas
$532K +$110K +1,429 +26%
HCP
338
Holt Capital Partners
Texas
$528K
JIP
339
Jaffetilchin Investment Partners
Florida
$519K -$9.55K -124 -2%
PFA
340
Paradigm Financial Advisors
Missouri
$510K -$30.6K -398 -6%
DWT
341
Dorsey & Whitney Trust
South Dakota
$500K -$11.5K -150 -2%
NPF
342
Norris Perne & French
Michigan
$492K +$30.8K +400 +7%
FB
343
Fulton Bank
Pennsylvania
$487K
BOS
344
Bingham Osborn & Scarborough
California
$485K -$13.2K -172 -3%
SIC
345
Sigma Investment Counselors
Michigan
$484K
EHPM
346
Emery Howard Portfolio Management
California
$484K +$3.93K +51 +0.8%
CHC
347
City Holding Co
West Virginia
$482K +$65.2K +885 +16%
PAS
348
Partnervest Advisory Services
California
$479K +$61.1K +794 +15%
BRWM
349
B. Riley Wealth Management
Tennessee
$476K +$92.6K +1,203 +24%
BPC
350
Banque Pictet & Cie
Switzerland
$466K