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iShares Select Dividend ETF

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
401
HBK Sorce Advisory
Pennsylvania
$994K -$43.5K -427 -4%
KFGK
402
Keystone Financial Group (Kentucky)
Kentucky
$993K +$581K +5,694 +141%
HPC
403
HM Payson & Co
Maine
$991K -$40.8K -400 -4%
FIA
404
Foundations Investment Advisors
Arizona
$991K +$473K +4,768 +91%
PB
405
Pinnacle Bancorp
Nebraska
$986K -$1.94K -19 -0.2%
MIP
406
Marietta Investment Partners
Wisconsin
$986K
MWM
407
Mascoma Wealth Management
New Hampshire
$981K -$356K -3,492 -27%
PAA
408
Peregrine Asset Advisers
Oregon
$981K -$24.6K -241 -2%
FAIM
409
Financial Advocates Investment Management
Washington
$978K +$137K +1,347 +16%
HH
410
Hilltop Holdings
Texas
$967K -$4.59K -45 -0.5%
WPW
411
Waldron Private Wealth
Pennsylvania
$966K
AC
412
Alley Company
Illinois
$958K -$33.4K -328 -3%
SSWM
413
Sheets Smith Wealth Management
North Carolina
$950K
GI
414
GAMCO Investors
Connecticut
$946K -$5.1K -50 -0.5%
AWA
415
Acorn Wealth Advisors
Michigan
$933K +$22.5K +217 +2%
BSB
416
Bangor Savings Bank
Maine
$930K
EWA
417
EP Wealth Advisors
California
$929K -$64.2K -630 -6%
B
418
Barings
North Carolina
$928K -$102K -1,000 -10%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$922K +$61K +599 +7%
OAM
420
Occidental Asset Management
California
$921K -$5.1K -50 -0.6%
RBFC
421
Roman Butler Fullerton & Co
Missouri
$914K -$20.4K -200 -2%
CTC
422
Central Trust Company
Missouri
$911K
SBH
423
Segall Bryant & Hamill
Illinois
$905K -$57.9K -568 -6%
EAMA
424
EFG Asset Management (Americas)
Florida
$899K
BAM
425
Brave Asset Management
New Jersey
$892K -$664K -6,511 -43%