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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 %
IC
601
Iconiq Capital
California
$504K +$2.54K +24 +0.5%
Chevy Chase Trust
602
Chevy Chase Trust
Maryland
$501K -$2.11K -20 -0.4%
AOWM
603
Alpha Omega Wealth Management
Virginia
$500K
PTP
604
Platform Technology Partners
New York
$498K +$498K +4,715 New
AF
605
Apexium Financial
Texas
$495K +$495K +4,684 New
CCT
606
Capital City Trust
Florida
$494K
CWM
607
Circle Wealth Management
New Jersey
$492K +$8.67K +82 +2%
JCM
608
Jag Capital Management
Missouri
$491K
1WA
609
180 Wealth Advisors
Washington
$488K -$12.1K -114 -2%
CCT
610
Country Club Trust
Missouri
$487K -$24.2K -230 -5%
CCM
611
Coldstream Capital Management
Washington
$486K -$343K -3,240 -41%
LPIC
612
LeJeune Puetz Investment Counsel
Michigan
$486K
FI
613
FormulaFolio Investments
Michigan
$482K +$106 +1 +0%
SW
614
SkyOak Wealth
Michigan
$480K +$480K +4,541 New
Toronto Dominion Bank
615
Toronto Dominion Bank
Ontario, Canada
$479K
UR
616
USCA RIA
Texas
$477K
WI
617
Wintrust Investments
Illinois
$475K +$634 +6 +0.1%
CAG
618
Csenge Advisory Group
Florida
$473K -$422 -4 -0.1%
MPM
619
Meritage Portfolio Management
Kansas
$471K -$33.3K -315 -7%
SMC
620
Smith, Moore & Co
Missouri
$468K -$6.24K -59 -1%
SAM
621
Secure Asset Management
Michigan
$465K +$465K +4,400 New
OCM
622
Orleans Capital Management
Louisiana
$460K
PBF
623
Petix & Botte Financial
California
$460K +$460K +4,336 New
VNA
624
Valley National Advisers
Pennsylvania
$459K
WCG
625
Weaver Consulting Group
California
$457K -$102K -1,000 -18%