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iShares Select Dividend ETF

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Shares
Change %
DDC
401
Daniel Devine & Co
Florida
$339K
I
402
IberiaBank
Louisiana
$331K -$23.8K -328 -7%
CG
403
Caprock Group
Idaho
$331K
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$325K +$145 +2 +0%
SIC
405
Sigma Investment Counselors
Michigan
$319K
PSUF
406
People's United Financial
Connecticut
$319K +$12K +165 +4%
GCA
407
Greenwood Capital Associates
South Carolina
$318K +$10.9K +150 +4%
FCCM
408
First City Capital Management
Georgia
$317K
Neuberger Berman Group
409
Neuberger Berman Group
New York
$315K +$8.87K +122 +3%
BFA
410
Benedict Financial Advisors
Georgia
$315K +$29.8K +410 +10%
HW
411
Hancock Whitney
Mississippi
$310K -$102K -1,402 -25%
CAM
412
Carret Asset Management
New York
$307K +$3.63K +50 +1%
MIH
413
Madison Investment Holdings
Wisconsin
$307K +$21.7K +298 +8%
PAM
414
Peak Asset Management
Colorado
$306K -$158K -2,165 -34%
IAMOG
415
Investors Asset Management of Georgia
Georgia
$303K
AWM
416
Affinity Wealth Management
Delaware
$301K
Simplex Trading
417
Simplex Trading
Illinois
$300K +$300K +4,128 New
LC
418
Lourd Capital
California
$296K
KA
419
Kovack Advisors
Florida
$295K -$127K -1,737 -30%
Fiera Capital (Canada)
420
Fiera Capital (Canada)
Quebec, Canada
$291K
FA
421
FC Advisory
Pennsylvania
$289K -$65.5K -900 -18%
EIM
422
Emerson Investment Management
Massachusetts
$289K
SFWA
423
Summit Financial Wealth Advisors
Louisiana
$287K -$116K -1,600 -29%
SFSG
424
Stearns Financial Services Group
North Carolina
$287K -$6.05K -83 -2%
EWA
425
EP Wealth Advisors
California
$281K -$5.82K -80 -2%