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iShares Select Dividend ETF

815 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.71%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
228
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$84.4K +902 +33%
RWM
552
Ritholtz Wealth Management
New York
$341K -$1.91K -20 -0.6%
PCA
553
Providence Capital Advisors
North Carolina
$339K +$22.2K +234 +7%
CCM
554
Catawba Capital Management
Virginia
$336K
ACM
555
Azimuth Capital Management
Michigan
$334K
CWM
556
Cabot Wealth Management
Massachusetts
$334K +$86.4K +909 +35%
WJA
557
Williams Jones & Associates
New York
$333K -$57.1K -600 -15%
RMC
558
Regis Management Company
California
$332K
MWP
559
MYCIO Wealth Partners
Pennsylvania
$332K
XS
560
XR Securities
Illinois
$331K +$331K +3,484 New
DWM
561
Dynasty Wealth Management
Florida
$329K -$26.5K -278 -7%
ODG
562
O'Dell Group
Ohio
$327K -$23.1K -243 -7%
CA
563
Cornerstone Advisory
Maryland
$325K +$665 +7 +0.2%
KFGK
564
Keystone Financial Group (Kentucky)
Kentucky
$323K -$18.5K -198 -5%
OPWM
565
Oak Point Wealth Management
Michigan
$321K +$375 +4 +0.1%
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$321K -$48.6K -511 -13%
DIA
567
Denver Investment Advisors
Colorado
$320K -$25.7K -270 -7%
AA
568
Ancora Advisors
Ohio
$317K -$80.4K -847 -20%
CSIC
569
Clifford Swan Investment Counsel
California
$317K
PCM
570
Parsons Capital Management
Rhode Island
$316K
AL
571
Aspiriant LLC
California
$313K +$313K +3,294 New
Fisher Asset Management
572
Fisher Asset Management
Washington
$312K -$11.7K -123 -4%
CRC
573
Curi RMB Capital
Illinois
$311K -$107K -1,124 -26%
FWM
574
Focused Wealth Management
New York
$311K -$21.3K -224 -6%
VIP
575
Vantage Investment Partners
Missouri
$311K -$16K -168 -5%