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iShares Select Dividend ETF

815 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.71%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
228
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
676
Shepherd Financial Partners
Massachusetts
$202K -$16.1K -169 -7%
AWM
677
AllSquare Wealth Management
New York
$199K -$11K -115 -5%
CB
678
CNB Bank
Pennsylvania
$199K -$8.09K -85 -4%
GI
679
Gradient Investments
Minnesota
$193K +$115K +1,203 +146%
WCM
680
Whitener Capital Management
North Carolina
$192K +$47.5K +500 +33%
PCP
681
Proficio Capital Partners
Massachusetts
$190K
MCM
682
Mainstay Capital Management
Michigan
$190K
SA
683
SRH Advisors
Kansas
$187K
CTB
684
Country Trust Bank
Illinois
$185K +$103K +1,076 +124%
KPCM
685
Kings Point Capital Management
New York
$183K
LWA
686
Lenox Wealth Advisors
New York
$183K
CFA
687
Carroll Financial Associates
North Carolina
$181K -$85.4K -901 -32%
IP
688
Intellectus Partners
California
$179K
MA
689
MCF Advisors
Kentucky
$177K -$9.5K -100 -5%
MWM
690
MinichMacGregor Wealth Management
New York
$177K -$2.85K -30 -2%
OSNBOA
691
Old Second National Bank of Aurora
Illinois
$177K
CDIA
692
Capital Directions Investment Advisors
Georgia
$176K +$29.4K +309 +20%
WIM
693
Westside Investment Management
California
$173K +$374 +4 +0.2%
FRA
694
Front Row Advisors
California
$171K -$6.47K -68 -4%
AIA
695
Armor Investment Advisors
North Carolina
$168K
WAM
696
Wealthspire Advisors (Maryland)
Maryland
$159K -$18.7K -197 -11%
RWA
697
Ropes Wealth Advisors
Massachusetts
$155K +$77.4K +812 +100%
RCG
698
Ruggie Capital Group
Florida
$154K
CBT
699
Capital Bank & Trust
California
$152K
MMG
700
Monetary Management Group
Missouri
$152K +$9.5K +100 +7%