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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
551
RWA Wealth Partners
Massachusetts
$617K -$14.3K -135 -2%
NIC
552
Northwest Investment Counselors
Oregon
$614K -$30.3K -287 -5%
AWA
553
Alaska Wealth Advisors
Alaska
$610K +$610K +5,775 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$609K +$156K +1,480 +35%
MWM
555
Mattern Wealth Management
Kansas
$608K +$608K +5,752 New
CS
556
Credit Suisse
Switzerland
$607K -$5.08M -48,124 -89%
BB
557
Bell Bank
North Dakota
$606K +$323K +3,053 +114%
DY
558
Dowling & Yahnke
California
$605K
BA
559
Bristlecone Advisors
Washington
$603K
LA
560
LexAurum Advisors
Kansas
$592K
DCM
561
Donaldson Capital Management
Indiana
$591K -$8.34K -79 -1%
SHJ
562
Sharkey, Howes & Javer
Colorado
$591K
NFC
563
Northeast Financial Consultants
Connecticut
$587K
CCP
564
Corient Capital Partners
California
$583K -$66K -625 -10%
FHC
565
Forest Hill Capital
Arkansas
$579K
CBFP
566
Cedar Brook Financial Partners
Ohio
$578K -$51.7K -489 -8%
AWM
567
Altium Wealth Management
New York
$577K +$67.5K +639 +13%
W
568
WealthOne
New York
$576K -$1.11M -10,522 -66%
WA
569
Winfield Associates
Ohio
$576K -$81.8K -774 -12%
TSWM
570
Triangle Securities Wealth Management
North Carolina
$574K
SSB
571
Sandy Spring Bank
Maryland
$573K
BA
572
Ballew Advisors
Mississippi
$566K -$36.4K -346 -6%
QAM
573
QCI Asset Management
New York
$565K
FNBOSM
574
First National Bank of South Miami
Florida
$560K
NG
575
Northstar Group
New York
$559K