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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 %
OWD
351
Osborn Williams & Donohoe
Ohio
$409K -$1.07K -15 -0.3%
CHC
352
City Holding Co
West Virginia
$408K +$408K +5,715 New
SIC
353
Sigma Investment Counselors
Michigan
$406K -$142K -1,994 -26%
CCM
354
Catawba Capital Management
Virginia
$398K -$25K -350 -6%
VFS
355
VSR Financial Services
Kansas
$392K +$392K +5,499 New
EC
356
Estate Counselors
Wisconsin
$391K -$88.4K -1,240 -18%
EWA
357
EP Wealth Advisors
California
$391K -$53.6K -750 -12%
CFA
358
Carroll Financial Associates
North Carolina
$388K +$24.9K +350 +7%
JWM
359
Jacobus Wealth Management
Wisconsin
$381K -$607K -8,510 -61%
WSFS
360
Wilmington Savings Fund Society
Delaware
$374K -$82.1K -1,150 -18%
IH
361
IFC Holdings
Florida
$372K +$714 +10 +0.2%
FWP
362
FAS Wealth Partners
Kansas
$366K +$366K +5,135 New
Bessemer Group
363
Bessemer Group
New Jersey
$362K +$221K +3,100 +157%
Chevy Chase Trust
364
Chevy Chase Trust
Maryland
$357K
ACM
365
Antonetti Capital Management
Florida
$356K -$27.1K -380 -7%
FFC
366
First Financial Corp
Indiana
$354K -$1.07K -15 -0.3%
NFC
367
Northeast Financial Consultants
Connecticut
$350K +$350K +4,900 New
CWA
368
Convergent Wealth Advisors
Maryland
$349K +$5.49K +77 +2%
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$348K -$2.75M -38,650 -89%
AAS
370
Annex Advisory Services
Wisconsin
$348K -$205K -2,876 -37%
AA
371
Ancora Advisors
Ohio
$346K +$21.4K +300 +7%
NPIT
372
National Penn Investors Trust
Pennsylvania
$341K +$341K +4,780 New
FHB
373
First Hawaiian Bank
Hawaii
$339K
FCCM
374
First City Capital Management
Georgia
$332K
IAS
375
IMA Advisory Services
Colorado
$326K +$18.2K +255 +6%