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iShares Select Dividend ETF

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DY
451
Dowling & Yahnke
California
$616K -$98.5K -1,000 -14%
NCM
452
Neumann Capital Management
California
$611K
NG
453
Northstar Group
New York
$606K -$141K -1,428 -19%
GPW
454
GFS Private Wealth
Florida
$606K +$606K +6,149 New
BA
455
Ballew Advisors
Mississippi
$605K +$605K +6,135 New
VIA
456
Vantage Investment Advisors
Pennsylvania
$600K +$98.5K +1,000 +20%
WPA
457
West Paces Advisors
Georgia
$596K
NAMP
458
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$594K -$43.8K -445 -7%
GCMG
459
Gyroscope Capital Management Group
Florida
$591K -$5.91K -60 -1%
HCM
460
HMS Capital Management
Tennessee
$591K
VFA
461
Valeo Financial Advisors
Indiana
$587K +$325K +3,300 +124%
SBH
462
Segall Bryant & Hamill
Illinois
$585K -$61K -619 -9%
NWS
463
Newport Wealth Strategies
California
$571K +$571K +5,674 New
AWA
464
Alaska Wealth Advisors
Alaska
$569K +$569K +5,775 New
CA
465
Crewe Advisors
Utah
$564K +$564K +5,726 New
KCM
466
Kanawha Capital Management
Virginia
$561K -$37.8K -383 -6%
HWA
467
HCR Wealth Advisors
California
$553K -$197K -1,999 -26%
TSWM
468
Triangle Securities Wealth Management
North Carolina
$549K -$19.7K -200 -3%
LIM
469
Leavell Investment Management
Alabama
$545K -$46.9K -475 -8%
WS
470
Wedbush Securities
California
$544K -$9.86K -100 -2%
PAM
471
Palisade Asset Management
Minnesota
$544K +$544K +5,520 New
CA
472
Corrado Advisors
New Jersey
$535K +$8.38K +85 +2%
HIC
473
Holderness Investments Company
North Carolina
$531K +$81.3K +825 +18%
BB
474
Busey Bank
Illinois
$531K +$531K +5,388 New
JCM
475
Jag Capital Management
Missouri
$525K