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iShares Select Dividend ETF

501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+9
Holders Change %
+1.83%
% of All Funds
14.48%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
1.21%
New
37
Increased
165
Reduced
193
Closed
26
Calls
$29M
Puts
$6.11M
Net Calls
+$22.9M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
451
CT Financial Advisors
Pennsylvania
$110K +$110K +1,416 New
EWM
452
Edge Wealth Management
New York
$107K
IFA
453
Interactive Financial Advisors
Illinois
$105K +$73 +1 +0.1%
ATC
454
Adirondack Trust Company
New York
$98K
MG
455
MDE Group
New Jersey
$92K +$92K +1,251 New
RNS
456
Robert N. Shapiro
$91K -$1.61K -22 -2%
KPCM
457
Kings Point Capital Management
New York
$89K
VNB
458
Valley National Bancorp
New York
$85K
WOC
459
West Oak Capital
California
$78.8K
First Manhattan
460
First Manhattan
New York
$73K -$49.6K -680 -40%
VCM
461
Vigilant Capital Management
Maine
$68K
ClearBridge Investments
462
ClearBridge Investments
New York
$66K
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$57K
SFSIG
464
San Francisco Sentry Investment Group
California
$57K +$35.8K +487 +169%
TCOV
465
Trust Company of Vermont
Vermont
$57K +$57K +775 New
OC
466
Oakworth Capital
Alabama
$56K
ST
467
Somerset Trust
Pennsylvania
$56K
GI
468
Gradient Investments
Minnesota
$49K +$11K +150 +29%
GC
469
Guggenheim Capital
Illinois
$48K -$483K -6,640 -91%
GAM
470
Gemmer Asset Management
California
$45K +$45K +614 New
BBPWM
471
Blue Bell Private Wealth Management
Pennsylvania
$44K
ACS
472
Archford Capital Strategies
Illinois
$43.5K +$43.5K +593 New
MDCM
473
Morgan Dempsey Capital Management
Wisconsin
$42K
HI
474
Hudock Inc
Pennsylvania
$41K
HCC
475
Hirtle Callaghan & Co
Pennsylvania
$39K