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iShares Select Dividend ETF

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
551
Meritage Portfolio Management
Kansas
$467K -$113K -1,140 -20%
BFC
552
Bedel Financial Consulting
Indiana
$467K
CCT
553
Capital City Trust
Florida
$466K
JCM
554
Jag Capital Management
Missouri
$463K
LPIC
555
LeJeune Puetz Investment Counsel
Michigan
$458K -$59.7K -600 -12%
CWM
556
Circle Wealth Management
New Jersey
$455K +$4.08K +41 +0.9%
ATFA
557
All Terrain Financial Advisors
Minnesota
$452K -$89.6K -900 -17%
GSWM
558
Golden State Wealth Management
California
$450K -$13.2K -133 -3%
UR
559
USCA RIA
Texas
$449K
VNA
560
Valley National Advisers
Pennsylvania
$447K
ABC
561
Associated Banc-Corp
Wisconsin
$447K +$4.98K +50 +1%
SMC
562
Smith, Moore & Co
Missouri
$446K +$84.6K +850 +23%
DC
563
DeDora Capital
California
$434K
CAN
564
Claraphi Advisory Network
United States
$433K +$11.4K +114 +3%
FCA
565
FLC Capital Advisors
California
$432K -$35.2K -350 -8%
1SB
566
1ST Source Bank
Indiana
$427K +$129K +1,297 +43%
NWS
567
Newport Wealth Strategies
California
$426K -$40.2K -401 -9%
NAMP
568
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$423K
OCM
569
Orleans Capital Management
Louisiana
$423K
AP
570
Appleton Partners
Massachusetts
$422K +$422K +4,238 New
VWA
571
V Wealth Advisors
Kansas
$421K +$151K +1,501 +56%
CWA
572
Clarus Wealth Advisors
Arizona
$420K +$239K +2,401 +132%
PWM
573
Perigon Wealth Management
California
$419K -$90.3K -907 -18%
MBT
574
Monroe Bank & Trust
Michigan
$419K
PWLP
575
Prio Wealth Limited Partnership
Massachusetts
$418K