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iShares Select Dividend ETF

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
526
Crewe Advisors
Utah
$455K -$50.6K -567 -10%
WP
527
WealthSource Partners
California
$454K -$68.2K -763 -13%
AWM
528
Altium Wealth Management
New York
$454K
CCA
529
Clearwater Capital Advisors
Illinois
$453K
S
530
Surevest
California
$452K +$452K +5,065 New
HWA
531
HCR Wealth Advisors
California
$450K -$37.1K -415 -8%
PCA
532
Providence Capital Advisors
North Carolina
$450K +$182K +2,035 +68%
OC
533
Oakworth Capital
Alabama
$444K
AllianceBernstein
534
AllianceBernstein
Tennessee
$441K -$13.9K -156 -3%
MHS
535
M Holdings Securities
Oregon
$441K +$2.86K +32 +0.7%
SIM
536
Sigma Investment Management
Oregon
$440K
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$440K +$1.43K +16 +0.3%
EHPM
538
Emery Howard Portfolio Management
California
$431K +$7.33K +82 +2%
SQA
539
Simon Quick Advisors
New Jersey
$429K -$164K -1,834 -28%
Chevy Chase Trust
540
Chevy Chase Trust
Maryland
$429K +$63.1K +708 +17%
BFC
541
Bedel Financial Consulting
Indiana
$419K
IC
542
Iconiq Capital
California
$417K +$4.02K +45 +1%
JCM
543
Jag Capital Management
Missouri
$415K
ACM
544
Allred Capital Management
Texas
$413K +$413K +4,637 New
Toronto Dominion Bank
545
Toronto Dominion Bank
Ontario, Canada
$406K
CWM
546
Circle Wealth Management
New Jersey
$405K +$3.4K +38 +0.8%
UR
547
USCA RIA
Texas
$403K
CSIC
548
Clifford Swan Investment Counsel
California
$403K +$105K +1,178 +35%
VNA
549
Valley National Advisers
Pennsylvania
$401K
WS
550
Wedbush Securities
California
$400K -$17.6K -197 -4%