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iShares Select Dividend ETF

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IH
376
IFC Holdings
Florida
$326K -$52.3K -721 -14%
CLOS
377
Compagnie Lombard Odier SCmA
Switzerland
$325K +$186K +2,530 +133%
WTC
378
WhitTier Trust Company
Nevada
$321K +$44K +600 +16%
PWLP
379
Prio Wealth Limited Partnership
Massachusetts
$320K +$43.6K +595 +16%
LWI
380
Long Wharf Investors
Massachusetts
$315K
EWA
381
EP Wealth Advisors
California
$313K -$87.9K -1,200 -22%
AFG
382
Albion Financial Group
Utah
$311K +$10.3K +140 +3%
SFSG
383
Stearns Financial Services Group
North Carolina
$308K +$3.23K +44 +1%
DAM
384
Deltec Asset Management
New York
$308K +$308K +4,200 New
MWR
385
McAdams Wright Ragen
Washington
$307K -$22.6K -308 -7%
IAS
386
IMA Advisory Services
Colorado
$305K -$30.1K -410 -9%
CB
387
Chemical Bank
Michigan
$303K +$24.9K +340 +9%
PSUF
388
People's United Financial
Connecticut
$302K
CCM
389
Coldstream Capital Management
Washington
$302K
SMG
390
Spectrum Management Group
Indiana
$292K
EIM
391
Emerson Investment Management
Massachusetts
$290K
MIH
392
Madison Investment Holdings
Wisconsin
$288K
MC
393
Moors & Cabot
Massachusetts
$283K +$283K +3,862 New
PSI
394
Pinnacle Summer Investments
Virginia
$266K
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$266K +$50.8K +692 +24%
BFS
396
Bradley Foster & Sargent
Connecticut
$264K
CWM
397
Cabot Wealth Management
Massachusetts
$263K -$482K -6,571 -65%
ACM
398
Azimuth Capital Management
Michigan
$263K
M
399
MOTCO
Texas
$256K
CL
400
Choreo LLC
Illinois
$256K +$256K +3,490 New