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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
426
Private Capital Group
Connecticut
$1.04M -$69.4K -657 -6%
GLA
427
Good Life Advisors
Pennsylvania
$1.04M -$17K -161 -2%
APP
428
Avantax Planning Partners
Iowa
$1.04M -$93.7K -887 -8%
HSA
429
HBK Sorce Advisory
Pennsylvania
$1.03M +$3.06K +29 +0.3%
MIP
430
Marietta Investment Partners
Wisconsin
$1.02M
WR
431
Watson Rebecca
$1.02M +$1.02M +9,658 New
ACP
432
Aveo Capital Partners
Colorado
$1.02M -$266K -2,516 -21%
WP
433
WealthPLAN Partners
Nebraska
$1.01M -$26.7K -250 -3%
BAC
434
Boys Arnold & Co
North Carolina
$1.01M -$53.3K -505 -5%
PB
435
Pinnacle Bancorp
Nebraska
$1M -$17.7K -168 -2%
HPC
436
HM Payson & Co
Maine
$991K -$36.1K -342 -4%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$986K +$1.37K +13 +0.1%
GI
438
GAMCO Investors
Connecticut
$980K
EWA
439
EP Wealth Advisors
California
$979K +$16.1K +152 +2%
IAA
440
Independent Advisor Alliance
North Carolina
$976K +$976K +9,236 New
TCM
441
Traynor Capital Management
Pennsylvania
$965K +$66K +625 +7%
BSB
442
Bangor Savings Bank
Maine
$963K -$528 -5 -0.1%
JF
443
JSF Financial
California
$958K +$100K +947 +12%
OAM
444
Occidental Asset Management
California
$955K
SWM
445
Sculati Wealth Management
Michigan
$951K +$951K +8,998 New
Cerity Partners
446
Cerity Partners
New York
$950K -$213K -2,015 -18%
AWA
447
Acorn Wealth Advisors
Michigan
$942K +$522 +5 +0.1%
CTC
448
Central Trust Company
Missouri
$935K -$8.98K -85 -1%
EAMA
449
EFG Asset Management (Americas)
Florida
$932K
CT
450
Cambridge Trust
Massachusetts
$932K +$265K +2,509 +40%