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iShares Select Dividend ETF

577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
15.39%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
1.07%
New
47
Increased
214
Reduced
204
Closed
50
Calls
$9M
Puts
$7.54M
Net Calls
+$1.46M
Net Calls Change
+$8.28M
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
501
Winslow Evans & Crocker
Massachusetts
$173K +$15.6K +200 +10%
JFA
502
JNBA Financial Advisors
Minnesota
$171K
CB
503
Community Bank
New York
$168K
BAM
504
Barrett Asset Management
New York
$166K +$19.6K +251 +13%
LTI
505
Laffer Tengler Investments
Tennessee
$161K +$161K +2,065 New
WRM
506
Westport Resources Management
Connecticut
$155K -$7.81K -100 -5%
MWP
507
MYCIO Wealth Partners
Pennsylvania
$155K +$699 +9 +0.5%
MA
508
MCF Advisors
Kentucky
$149K
KPCM
509
Kings Point Capital Management
New York
$141K
BAM
510
Bruderman Asset Management
New York
$140K +$140K +1,791 New
AWM
511
AllSquare Wealth Management
New York
$135K +$34.5K +443 +34%
PR
512
Payden & Rygel
California
$117K
IFA
513
Interactive Financial Advisors
Illinois
$113K
CDIA
514
Capital Directions Investment Advisors
Georgia
$113K +$390 +5 +0.3%
CFA
515
CT Financial Advisors
Pennsylvania
$110K +$468 +6 +0.4%
ZB
516
Zions Bancorporation
Utah
$109K +$109K +1,400 New
SEI Investments
517
SEI Investments
Pennsylvania
$107K -$58.2K -745 -35%
AP
518
Atwood & Palmer
Missouri
$104K -$69.4K -894 -40%
VCM
519
Vigilant Capital Management
Maine
$102K +$29.7K +382 +41%
RWA
520
Ropes Wealth Advisors
Massachusetts
$96K +$96K +1,226 New
ATC
521
Adirondack Trust Company
New York
$93K -$3.91K -50 -4%
GI
522
Gradient Investments
Minnesota
$90K -$4.58K -59 -5%
UFA
523
US Financial Advisors
Massachusetts
$86K
PAI
524
Pittenger & Anderson Inc
Nebraska
$84K
WOC
525
West Oak Capital
California
$83.8K