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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 %
ACM
376
Ashford Capital Management
Delaware
$321K -$888K -12,450 -73%
KFC
377
Klingenstein Fields & Co
New York
$321K +$28.5K +400 +10%
MWR
378
McAdams Wright Ragen
Washington
$320K -$52.6K -739 -14%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$318K
WA
380
WealthTrust Axiom
Pennsylvania
$315K +$42.8K +600 +16%
LWI
381
Long Wharf Investors
Massachusetts
$307K
PAS
382
Partnervest Advisory Services
California
$302K +$48K +674 +19%
SFSG
383
Stearns Financial Services Group
North Carolina
$297K -$34.5K -483 -10%
CCM
384
Coldstream Capital Management
Washington
$294K -$7.14K -100 -2%
PSUF
385
People's United Financial
Connecticut
$294K
AFG
386
Albion Financial Group
Utah
$292K +$5.71K +80 +2%
SFG
387
SNS Financial Group
Minnesota
$291K -$17.1K -240 -6%
EAMA
388
EFG Asset Management (Americas)
Florida
$289K +$289K +4,045 New
SMG
389
Spectrum Management Group
Indiana
$284K +$284K +3,980 New
EIM
390
Emerson Investment Management
Massachusetts
$282K
MIH
391
Madison Investment Holdings
Wisconsin
$280K
SFU
392
Stonehage Fleming (UK)
United Kingdom
$278K +$278K +3,900 New
PFS
393
Prospera Financial Services
Texas
$277K -$164K -2,295 -37%
CB
394
Chemical Bank
Michigan
$271K -$5.43K -76 -2%
WTC
395
WhitTier Trust Company
Nevada
$269K -$81.9K -1,150 -23%
WPC
396
White Pine Capital
Minnesota
$269K +$9.7K +136 +4%
PWLP
397
Prio Wealth Limited Partnership
Massachusetts
$269K +$11.4K +160 +4%
GAM
398
Garrison Asset Management
Arkansas
$261K -$7.14K -100 -3%
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$258K +$25.7K +360 +11%
BFS
400
Bradley Foster & Sargent
Connecticut
$257K +$257K +3,595 New