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iShares Select Dividend ETF

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
526
Trinity Legacy Partners
Texas
$512K +$114K +1,160 +29%
LPIC
527
LeJeune Puetz Investment Counsel
Michigan
$511K -$11.7K -119 -2%
Walleye Trading
528
Walleye Trading
New York
$510K -$128K -1,304 -20%
PWM
529
Perigon Wealth Management
California
$509K +$264K +2,655 +108%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$503K +$19.3K +197 +4%
CA
531
Crewe Advisors
Utah
$501K
CCA
532
Clearwater Capital Advisors
Illinois
$498K
Chevy Chase Trust
533
Chevy Chase Trust
Maryland
$496K +$10.1K +100 +2%
CA
534
Continuum Advisory
Idaho
$494K +$494K +4,972 New
OC
535
Oakworth Capital
Alabama
$489K -$98 -1 -0%
CCT
536
Country Club Trust
Missouri
$488K -$33.9K -345 -6%
MSAM
537
Moloney Securities Asset Management
Missouri
$479K -$22.7K -231 -5%
AWM
538
Altium Wealth Management
New York
$479K -$19.6K -200 -4%
MHS
539
M Holdings Securities
Oregon
$477K -$7.65K -78 -2%
JF
540
JSF Financial
California
$475K -$157K -1,600 -25%
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$474K -$494K
ACM
542
Allred Capital Management
Texas
$473K +$13.2K +133 +3%
1WA
543
180 Wealth Advisors
Washington
$470K +$81.7K +822 +21%
AOWM
544
Alpha Omega Wealth Management
Virginia
$469K +$172K +1,751 +58%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$469K +$469K +4,772 New
EHPM
546
Emery Howard Portfolio Management
California
$467K -$6.48K -66 -1%
CL
547
Cabana LLC
Arkansas
$465K +$465K +4,741 New
NWS
548
Newport Wealth Strategies
California
$462K +$49.9K +503 +12%
IC
549
Iconiq Capital
California
$461K +$2.45K +25 +0.5%
PAS
550
Partnervest Advisory Services
California
$461K +$77.5K +788 +20%