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iShares Select Dividend ETF

815 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.71%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
228
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
451
Bison Wealth
Georgia
$629K -$41.9K -441 -6%
WCF
452
West Coast Financial
California
$626K -$80.9K -850 -11%
GCMG
453
Gyroscope Capital Management Group
Florida
$619K +$48.9K +514 +9%
MC
454
Moors & Cabot
Massachusetts
$613K -$91.3K -959 -13%
DJSG
455
D.J. St. Germain
Massachusetts
$596K -$39K -410 -6%
NCM
456
Neumann Capital Management
California
$590K
PWLP
457
Prio Wealth Limited Partnership
Massachusetts
$584K -$84.2K -885 -13%
NG
458
Northstar Group
New York
$579K -$5.7K -60 -1%
LA
459
LexAurum Advisors
Kansas
$578K -$85.7K -901 -13%
BA
460
Ballew Advisors
Mississippi
$577K -$6.56K -69 -1%
VFA
461
Valeo Financial Advisors
Indiana
$566K
HWA
462
HCR Wealth Advisors
California
$553K +$19K +200 +4%
EIA
463
Eldridge Investment Advisors
New Hampshire
$552K -$57.1K -600 -9%
NAMP
464
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$552K -$21.9K -230 -4%
AWA
465
Alaska Wealth Advisors
Alaska
$549K
KCM
466
Kanawha Capital Management
Virginia
$542K +$856 +9 +0.2%
Barclays
467
Barclays
United Kingdom
$540K -$620K -6,515 -53%
DY
468
Dowling & Yahnke
California
$540K -$54.7K -575 -9%
CA
469
Crewe Advisors
Utah
$539K -$5.8K -61 -1%
DWA
470
Douglass Winthrop Advisors
New York
$537K +$266K +2,800 +98%
CCT
471
Country Club Trust
Missouri
$531K +$531K +5,586 New
VIA
472
Vantage Investment Advisors
Pennsylvania
$524K -$55.2K -580 -10%
FHC
473
Forest Hill Capital
Arkansas
$522K -$96.7K -1,016 -16%
PAM
474
Palisade Asset Management
Minnesota
$519K -$5.9K -62 -1%
TSWM
475
Triangle Securities Wealth Management
North Carolina
$517K -$12.8K -135 -2%