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iShares Select Dividend ETF

816 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 211 increasing their positions, 329 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.71%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.92%
New
44
Increased
211
Reduced
329
Closed
35
Calls
$36M
Puts
$31.1M
Net Calls
+$4.87M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
551
AllSquare Wealth Management
New York
$347K +$143K +1,463 +70%
CCM
552
Catawba Capital Management
Virginia
$346K
ACM
553
Azimuth Capital Management
Michigan
$343K
WJA
554
Williams Jones & Associates
New York
$342K
MWP
555
MYCIO Wealth Partners
Pennsylvania
$341K
SHIM
556
Stone House Investment Management
Pennsylvania
$341K +$341K +3,490 New
SFG
557
SNS Financial Group
Minnesota
$338K -$19.5K -200 -5%
DWM
558
Dynasty Wealth Management
Florida
$338K
ODG
559
O'Dell Group
Ohio
$336K
CA
560
Cornerstone Advisory
Maryland
$334K +$98 +1 +0%
RMC
561
Regis Management Company
California
$332K -$8.78K -90 -3%
PTC
562
Philadelphia Trust Company
Pennsylvania
$328K +$25.9K +265 +9%
UBV
563
United Bank (Virginia)
Virginia
$326K -$48.8K -500 -13%
CSIC
564
Clifford Swan Investment Counsel
California
$326K
AA
565
Ancora Advisors
Ohio
$326K
BAM
566
Belpointe Asset Management
Nevada
$326K +$32.8K +336 +11%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$324K -$5.38K -55 -2%
PFA
568
Paradigm Financial Advisors
Missouri
$319K -$50.8K -520 -14%
PCM
569
Parsons Capital Management
Rhode Island
$319K -$4.88K -50 -2%
VIP
570
Vantage Investment Partners
Missouri
$319K
BFPW
571
BOK Financial Private Wealth
Colorado
$317K
JIP
572
Jaffetilchin Investment Partners
Florida
$317K
IWA
573
Intercontinental Wealth Advisors
Texas
$315K
SYBT
574
Stock Yards Bank & Trust
Kentucky
$315K +$4.89K +50 +2%
GP
575
Girard Partners
Pennsylvania
$315K +$97.8K +1,000 +45%