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iShares Select Dividend ETF

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Shares
Change %
HCIA
376
Hochman Cole Investment Advisors
Illinois
$1.03M +$5.2K +53 +0.5%
CIA
377
Choate Investment Advisors
Massachusetts
$1.03M +$260K +2,650 +34%
CB
378
Chemical Bank
Michigan
$1.02M -$29.5K -300 -3%
PBT
379
Pictet Bank & Trust
Bahamas
$1.02M
ECG
380
Edge Capital Group
Georgia
$1.01M -$318K -3,240 -24%
TFCP
381
Twin Focus Capital Partners
Massachusetts
$1M
WP
382
WealthPLAN Partners
Nebraska
$997K +$19.1K +195 +2%
TF
383
Tompkins Financial
New York
$982K
EWF
384
Epstein & White Financial
California
$972K -$147K -1,500 -13%
PAA
385
Peregrine Asset Advisers
Oregon
$968K +$688 +7 +0.1%
SWP
386
Strategic Wealth Partners
Ohio
$965K -$45.8K -461 -5%
AC
387
Alley Company
Illinois
$956K -$672K -6,848 -41%
MIP
388
Marietta Investment Partners
Wisconsin
$949K
WSCM
389
Wellington Shields Capital Management
New York
$936K -$174K -1,775 -16%
PMFA
390
Plante Moran Financial Advisors
Michigan
$930K
WPW
391
Waldron Private Wealth
Pennsylvania
$930K +$930K +9,479 New
BSB
392
Bangor Savings Bank
Maine
$927K -$2.06K -21 -0.2%
SBH
393
Segall Bryant & Hamill
Illinois
$926K -$16K -163 -2%
LWS
394
Lucia Wealth Services
California
$926K -$8.35K -85 -0.9%
EWM
395
Evermay Wealth Management
Virginia
$920K +$589 +6 +0.1%
MWM
396
Mascoma Wealth Management
New Hampshire
$919K +$40.7K +415 +5%
SSWM
397
Sheets Smith Wealth Management
North Carolina
$915K -$23.8K -242 -3%
AWA
398
Acorn Wealth Advisors
Michigan
$912K +$501 +5 +0.1%
VCM
399
Virtue Capital Management
Tennessee
$911K -$617K -6,291 -40%
EWA
400
EP Wealth Advisors
California
$910K +$243K +2,473 +36%