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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 %
PWM
576
Perigon Wealth Management
California
$555K +$70.7K +676 +15%
DJSG
577
D.J. St. Germain
Massachusetts
$554K -$3.17K -30 -0.6%
IF
578
Ironwood Financial
Arizona
$554K
FCM
579
Firestone Capital Management
Florida
$549K +$549K +5,195 New
BFA
580
Beacon Financial Advisory
Ohio
$548K +$548K +5,190 New
VIP
581
Vantage Investment Partners
Missouri
$547K -$10.6K -100 -2%
Bessemer Group
582
Bessemer Group
New Jersey
$545K -$3.18K -30 -0.6%
HWMG
583
Hurlow Wealth Management Group
Indiana
$545K
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$544K +$2.12K +20 +0.4%
IF
585
IRON Financial
Illinois
$542K +$2.96K +28 +0.5%
PAM
586
Palisade Asset Management
Minnesota
$541K -$42.3K -400 -7%
BJL
587
Brighton Jones LLC
Washington
$541K -$31.5K -298 -5%
FSA
588
Financial Sense Advisors
California
$539K -$227K -2,145 -30%
CAW
589
Cornerstone Advisors (Washington)
Washington
$539K
CCM
590
Covington Capital Management
California
$537K -$2.43K -23 -0.5%
BFC
591
Bedel Financial Consulting
Indiana
$531K +$35.5K +336 +7%
ACM
592
Ategra Capital Management
Virginia
$530K +$111K +1,054 +27%
EWF
593
Epstein & White Financial
California
$529K -$158K -1,498 -23%
OMC
594
Old Mission Capital
Illinois
$529K -$2.12K -20 -0.4%
NL
595
NVWM LLC
Pennsylvania
$522K -$50.8K -481 -9%
HL
596
HeadInvest LLC
Maine
$522K +$25.3K +240 +5%
MSAM
597
Moloney Securities Asset Management
Missouri
$513K +$2.22K +21 +0.4%
BBNA
598
Bremer Bank National Association
Minnesota
$510K -$349K -3,303 -41%
IC
599
Inscription Capital
Texas
$507K
CWA
600
Clarus Wealth Advisors
Arizona
$507K +$38.4K +365 +8%