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iShares Select Dividend ETF

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
451
PagnatoKarp Partners
Virginia
$622K -$207K -2,054 -25%
WI
452
Wintrust Investments
Illinois
$616K +$399 +4 +0.1%
PWLP
453
Prio Wealth Limited Partnership
Massachusetts
$614K +$36.4K +365 +6%
LA
454
LexAurum Advisors
Kansas
$611K
NIC
455
Northwest Investment Counselors
Oregon
$609K -$62.5K -626 -9%
EWA
456
EP Wealth Advisors
California
$597K +$135K +1,351 +29%
NG
457
Northstar Group
New York
$595K -$17.6K -176 -3%
EIA
458
Eldridge Investment Advisors
New Hampshire
$591K +$12.8K +129 +2%
VIA
459
Vantage Investment Advisors
Pennsylvania
$590K +$499 +5 +0.1%
ATFA
460
All Terrain Financial Advisors
Minnesota
$584K -$38.5K -386 -6%
DJSG
461
D.J. St. Germain
Massachusetts
$584K -$11K -110 -2%
WP
462
WealthSource Partners
California
$583K -$44K -441 -7%
HPC
463
HM Payson & Co
Maine
$582K -$668K -6,691 -53%
KCM
464
Kanawha Capital Management
Virginia
$577K -$4.09K -41 -0.7%
AWA
465
Alaska Wealth Advisors
Alaska
$576K
CA
466
Crewe Advisors
Utah
$565K
BA
467
Bristlecone Advisors
Washington
$556K +$310K +3,105 +126%
BAM
468
Belpointe Asset Management
Nevada
$555K +$222K +2,229 +67%
DY
469
Dowling & Yahnke
California
$552K -$13K -130 -2%
PAM
470
Palisade Asset Management
Minnesota
$550K -$4.19K -42 -0.8%
FHC
471
Forest Hill Capital
Arkansas
$547K
NAMP
472
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$544K
TSWM
473
Triangle Securities Wealth Management
North Carolina
$542K
BB
474
Busey Bank
Illinois
$538K
BA
475
Ballew Advisors
Mississippi
$534K -$10.2K -109 -2%