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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$703K -$88.3K -836 -11%
WWM
527
Willingdon Wealth Management
North Carolina
$695K -$73.5K -696 -10%
PWM
528
PBMares Wealth Management
Virginia
$695K +$695K +6,574 New
FPS
529
Fieldpoint Private Securities
Connecticut
$687K
JIP
530
Jaffetilchin Investment Partners
Florida
$686K +$20K +189 +3%
FFN
531
Focus Financial Network
Minnesota
$684K +$28K +265 +4%
MPW
532
Monterey Private Wealth
California
$679K +$679K +6,426 New
BAM
533
Bellevue Asset Management
Washington
$679K +$679K +6,428 New
BHB
534
Bank Hapoalim BM
Israel
$672K
CPA
535
Clear Perspective Advisors
Illinois
$666K -$10.7K -101 -2%
FA
536
Fagan Associates
New York
$663K -$15.1K -143 -2%
First Manhattan
537
First Manhattan
New York
$661K -$21.5K -204 -3%
NCM
538
Neumann Capital Management
California
$659K
CTA
539
Colonial Trust Advisors
South Carolina
$653K -$36.8K -348 -5%
CA
540
Calton & Associates
Florida
$650K -$951 -9 -0.1%
LWM
541
Loveless Wealth Management
Montana
$645K +$645K +6,165 New
BPA
542
Beacon Pointe Advisors
California
$642K -$157K -1,485 -20%
TP
543
Tranquility Partners
Tennessee
$640K
VCM
544
Versant Capital Management
Arizona
$636K -$196K -1,860 -24%
AA
545
Advisory Alpha
Michigan
$633K +$318K +3,010 +101%
AllianceBernstein
546
AllianceBernstein
Tennessee
$628K -$37.6K -356 -6%
MA
547
Montag & Associates
Georgia
$628K
1NWS
548
1 North Wealth Services
Maryland
$623K -$195K -1,847 -24%
HWM
549
Howard Wealth Management
Connecticut
$618K +$618K +5,851 New
BW
550
Bison Wealth
Georgia
$617K -$87K -824 -12%