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iShares Select Dividend ETF

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
551
Moloney Securities Asset Management
Missouri
$493K -$3.88K -38 -0.8%
AWM
552
Altium Wealth Management
New York
$492K -$82.9K -813 -14%
AOWM
553
Alpha Omega Wealth Management
Virginia
$492K +$208 +2 +0%
EHPM
554
Emery Howard Portfolio Management
California
$489K
IC
555
Inscription Capital
Texas
$489K +$489K +4,800 New
MPM
556
Meritage Portfolio Management
Kansas
$487K +$8.16K +80 +2%
Chevy Chase Trust
557
Chevy Chase Trust
Maryland
$485K
IC
558
Iconiq Capital
California
$484K +$2.65K +26 +0.6%
HL
559
HeadInvest LLC
Maine
$480K +$56.1K +550 +13%
BFC
560
Bedel Financial Consulting
Indiana
$478K
CCT
561
Capital City Trust
Florida
$477K
1WA
562
180 Wealth Advisors
Washington
$476K +$706 +7 +0.1%
NS
563
NewDay Solutions
New Hampshire
$474K -$10.1K -100 -2%
JCM
564
Jag Capital Management
Missouri
$474K
EW
565
Evoke Wealth
California
$470K +$470K +4,612 New
LPIC
566
LeJeune Puetz Investment Counsel
Michigan
$469K
PWM
567
Perigon Wealth Management
California
$467K +$42.3K +419 +10%
CWM
568
Circle Wealth Management
New Jersey
$466K
FI
569
FormulaFolio Investments
Michigan
$465K -$20.9K -205 -4%
Toronto Dominion Bank
570
Toronto Dominion Bank
Ontario, Canada
$462K +$462K +4,537 New
UR
571
USCA RIA
Texas
$460K
HMS
572
Hanseatic Management Services
New Mexico
$459K +$134K +1,313 +41%
WI
573
Wintrust Investments
Illinois
$457K -$132K -1,297 -22%
WCF
574
West Coast Financial
California
$457K -$35.7K -350 -7%
ATFA
575
All Terrain Financial Advisors
Minnesota
$457K -$6.12K -60 -1%