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iShares Select Dividend ETF

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
401
Plante Moran Financial Advisors
Michigan
$846K -$168K -1,881 -17%
BSB
402
Bangor Savings Bank
Maine
$845K
NL
403
NVWM LLC
Pennsylvania
$844K -$40.2K -450 -5%
EWM
404
Evermay Wealth Management
Virginia
$836K -$65.9K -738 -7%
RBFC
405
Roman Butler Fullerton & Co
Missouri
$836K +$836K +9,039 New
AWA
406
Acorn Wealth Advisors
Michigan
$835K +$367 +4 +0%
CI
407
CX Institutional
Indiana
$824K +$824K +9,230 New
Asset Management One
408
Asset Management One
Japan
$823K +$24.1K +270 +3%
Millennium Management
409
Millennium Management
New York
$822K +$822K +9,204 New
LPC
410
Loeb Partners Corp
New York
$820K
OAM
411
Occidental Asset Management
California
$811K
CH
412
Canton Hathaway
Rhode Island
$807K -$179K -2,000 -18%
TC
413
Telemus Capital
Michigan
$804K +$109K +1,223 +16%
MWM
414
Mascoma Wealth Management
New Hampshire
$799K +$21.9K +245 +3%
AWM
415
Avior Wealth Management
Nebraska
$789K -$15.2K -170 -2%
FC
416
Ferris Capital
Massachusetts
$789K +$695K +7,789 +742%
EAMA
417
EFG Asset Management (Americas)
Florida
$788K
CPSAC
418
Chas P. Smith & Associates (CPS)
Florida
$783K +$14.3K +160 +2%
HH
419
Hilltop Holdings
Texas
$778K -$53.3K -597 -6%
GCMG
420
Gyroscope Capital Management Group
Florida
$767K +$78.3K +877 +11%
WPSG
421
Wealth & Pension Services Group
Georgia
$763K -$473K -5,304 -38%
AIP
422
ARS Investment Partners
New York
$760K -$339K -3,800 -31%
BHWM
423
Bar Harbor Wealth Management
New Hampshire
$753K -$4.47K -50 -0.6%
EWA
424
ERTS Wealth Advisors
Michigan
$753K +$753K +8,429 New
FAIM
425
Financial Advocates Investment Management
Washington
$743K -$89K -997 -11%