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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 %
RM
601
Resource Management
Louisiana
$293K
BFPW
602
BOK Financial Private Wealth
Colorado
$291K -$33.4K -334 -10%
SAM
603
Silvercrest Asset Management
New York
$290K -$15K -150 -5%
CMP
604
Courage Miller Partners
Virginia
$290K +$199 +2 +0.1%
AFS
605
Access Financial Services
Minnesota
$289K +$289K +2,895 New
PAS
606
Partnervest Advisory Services
California
$287K +$15.7K +157 +6%
IC
607
Intersect Capital
California
$286K +$5.98K +60 +2%
SAM
608
SignalPoint Asset Management
Missouri
$285K
LWAC
609
Laurel Wealth Advisors (California)
California
$285K
Simplex Trading
610
Simplex Trading
Illinois
$283K -$625K -6,279 -69%
SEI Investments
611
SEI Investments
Pennsylvania
$282K -$4.82M -48,307 -94%
DWA
612
Douglass Winthrop Advisors
New York
$279K -$284K -2,850 -50%
ST
613
Sentinel Trust
Texas
$275K
PBO
614
Peoples Bank (Ohio)
Ohio
$274K -$20.4K -205 -7%
PCFFS
615
Pacific Center for Financial Services
California
$271K
PMG
616
ProVise Management Group
Florida
$271K
TA
617
Tiedemann Advisors
New York
$271K +$271K +2,692 New
GC
618
Guggenheim Capital
Illinois
$271K +$271K +2,718 New
GP
619
Girard Partners
Pennsylvania
$269K -$51.2K -515 -16%
AL
620
Aspiriant LLC
California
$269K
1SB
621
1ST Source Bank
Indiana
$268K
CCMD
622
Cypress Capital Management (Delaware)
Delaware
$267K
SCP
623
Seizert Capital Partners
Michigan
$266K
AWM
624
AllSquare Wealth Management
New York
$265K -$89.6K -897 -25%
NC
625
NewSquare Capital
Pennsylvania
$264K +$264K +2,650 New