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iShares Select Dividend ETF

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LPC
376
Loeb Partners Corp
New York
$915K -$499K -5,000 -35%
OAM
377
Occidental Asset Management
California
$906K
AWM
378
Avior Wealth Management
Nebraska
$899K +$499 +5 +0.1%
WSFS
379
Wilmington Savings Fund Society
Delaware
$897K
Asset Management One
380
Asset Management One
Japan
$893K -$70.8K -710 -7%
EAMA
381
EFG Asset Management (Americas)
Florida
$880K
RIA
382
Regal Investment Advisors
Michigan
$876K -$132K -1,320 -13%
AWA
383
Acorn Wealth Advisors
Michigan
$873K +$761K +7,923 +681%
DK
384
Darrell & King
Virginia
$872K +$299 +3 +0%
MWM
385
Mascoma Wealth Management
New Hampshire
$868K +$681K +6,831 +365%
SBH
386
Segall Bryant & Hamill
Illinois
$867K -$231K -2,313 -21%
CPSAC
387
Chas P. Smith & Associates (CPS)
Florida
$858K -$15.5K -155 -2%
SCM
388
Sterling Capital Management
North Carolina
$855K +$855K +8,571 New
BHWM
389
Bar Harbor Wealth Management
New Hampshire
$846K -$26.9K -270 -3%
CT
390
Cambridge Trust
Massachusetts
$844K -$24.9K -250 -3%
CPIG
391
Chicago Partners Investment Group
Illinois
$840K +$364K +3,839 +76%
VFA
392
Valeo Financial Advisors
Indiana
$835K +$29.3K +306 +4%
KM
393
Kalos Management
Georgia
$833K -$232K -2,330 -22%
OAM
394
Oppenheimer Asset Management
New York
$831K -$14.3K -143 -2%
DCM
395
Donaldson Capital Management
Indiana
$812K -$61.3K -615 -7%
EWA
396
Exencial Wealth Advisors
Oklahoma
$811K -$47K -471 -5%
CCT
397
Country Club Trust
Missouri
$808K +$181K +1,814 +29%
WCF
398
West Coast Financial
California
$807K +$194K +1,946 +32%
TYCC
399
Texas Yale Capital Corp
Florida
$803K
WTC
400
WhitTier Trust Company
Nevada
$801K