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iShares Select Dividend ETF

833 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 263 increasing their positions, 306 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
61
Increased
263
Reduced
306
Closed
38
Calls
$28.4M
Puts
$11.8M
Net Calls
+$16.6M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
551
Credit Suisse
Switzerland
$361K -$5.89M -59,004 -94%
CAM
552
Crestone Asset Management
Colorado
$360K
LC
553
Lourd Capital
California
$357K +$357K +3,578 New
SG Americas Securities
554
SG Americas Securities
New York
$354K -$1.23M -12,274 -78%
SWA
555
SFMG Wealth Advisors
Texas
$354K -$14.4K -150 -4%
KFGK
556
Keystone Financial Group (Kentucky)
Kentucky
$353K -$4.1K -41 -1%
CG
557
Cutler Group
California
$353K +$353K +3,547 New
ACM
558
Azimuth Capital Management
Michigan
$350K
WJA
559
Williams Jones & Associates
New York
$349K
MWP
560
MYCIO Wealth Partners
Pennsylvania
$348K
ODG
561
O'Dell Group
Ohio
$346K +$2.99K +30 +0.9%
ALIONA
562
Allianz Life Insurance of North America
Minnesota
$344K -$397K -3,983 -54%
DWM
563
Dynasty Wealth Management
Florida
$344K -$1.2K -12 -0.3%
CA
564
Cornerstone Advisory
Maryland
$342K +$698 +7 +0.2%
ST
565
Sabal Trust
Florida
$337K +$337K +3,380 New
CL
566
Choreo LLC
Illinois
$336K -$110K -1,095 -25%
PTC
567
Philadelphia Trust Company
Pennsylvania
$335K
CSIC
568
Clifford Swan Investment Counsel
California
$333K
UBV
569
United Bank (Virginia)
Virginia
$333K
CFA
570
Carroll Financial Associates
North Carolina
$333K +$65.9K +661 +25%
FT
571
Fiduciary Trust
Massachusetts
$328K +$9.98K +100 +3%
BP
572
Ballentine Partners
Massachusetts
$327K +$51.1K +511 +19%
AA
573
Ancora Advisors
Ohio
$326K -$7.49K -75 -2%
PCM
574
Parsons Capital Management
Rhode Island
$326K
JIP
575
Jaffetilchin Investment Partners
Florida
$326K +$2.1K +21 +0.6%