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iShares Select Dividend ETF

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
326
Sonata Capital Group
Washington
$1.3M -$147K -1,475 -10%
BPWA
327
Beacon Pointe Wealth Advisors
California
$1.3M +$23.3K +234 +2%
LNC
328
Lincoln National Corp
Pennsylvania
$1.3M +$128K +1,291 +11%
FTIOP
329
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.3M +$1.3M +13,017 New
WPW
330
Winthrop Partners - WNY
New York
$1.29M +$91.3K +917 +8%
PGA
331
Portland Global Advisors
Maine
$1.29M
PFA
332
Pinnacle Family Advisors
Missouri
$1.28M +$3.19K +32 +0.2%
RWA
333
River Wealth Advisors
Pennsylvania
$1.27M +$77.8K +781 +7%
WB
334
Webster Bank
Connecticut
$1.27M -$20.8K -209 -2%
BAM
335
Berkshire Asset Management
Pennsylvania
$1.26M
DAS
336
Dynamic Advisor Solutions
Arizona
$1.26M +$965K +9,692 +327%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$1.24M +$69.2K +695 +6%
SFS
338
Summit Financial Strategies
Ohio
$1.24M
MBT
339
Montecito Bank & Trust
California
$1.24M -$25.7K -258 -2%
CBN
340
Cadence Bank NA
Texas
$1.23M -$171K -1,713 -12%
CIC
341
Carnegie Investment Counsel
Ohio
$1.23M -$6.47K -65 -0.5%
WA
342
WBH Advisory
Maryland
$1.22M +$51.7K +519 +4%
VFA
343
Valeo Financial Advisors
Indiana
$1.22M +$110K +1,107 +10%
WP
344
WealthSource Partners
California
$1.22M +$760K +7,634 +166%
KBFS
345
Kohmann Bosshard Financial Services
Ohio
$1.22M -$17.9K -180 -1%
SWA
346
Sutton Wealth Advisors
Florida
$1.2M -$34.2K -344 -3%
BJ
347
Brouwer & Janachowski
California
$1.19M -$46.2K -464 -4%
OWA
348
Outlook Wealth Advisors
Texas
$1.18M +$365K +3,671 +45%
OC
349
Oppenheimer & Co
New York
$1.17M -$85.7K -861 -7%
VFA
350
Voya Financial Advisors
Connecticut
$1.17M +$76.2K +773 +7%