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iShares Select Dividend ETF

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
676
ProVise Management Group
Florida
$242K
PCFFS
677
Pacific Center for Financial Services
California
$242K
FIA
678
Foundations Investment Advisors
Arizona
$240K -$52.5K -549 -18%
CAM
679
Claret Asset Management
Quebec, Canada
$240K -$40.7K -456 -15%
1SB
680
1ST Source Bank
Indiana
$240K
AL
681
Aspiriant LLC
California
$240K
CCMD
682
Cypress Capital Management (Delaware)
Delaware
$239K
SCP
683
Seizert Capital Partners
Michigan
$238K
NC
684
NewSquare Capital
Pennsylvania
$237K
GG
685
GenWealth Group
New Jersey
$234K
BW
686
Biegel & Waller
Maryland
$234K +$234K +2,618 New
PWW
687
Pettyjohn Wood & White
Virginia
$232K
BFA
688
Benedict Financial Advisors
Georgia
$231K -$2.59K -29 -1%
FFC
689
First Financial Corp
Indiana
$229K
DA
690
Doliver Advisors
Texas
$228K
PWM
691
Perigon Wealth Management
California
$228K +$228K +2,461 New
SFWA
692
Summit Financial Wealth Advisors
Louisiana
$227K
EDRH
693
Edmond de Rothschild Holding
Switzerland
$226K
MCM
694
Murphy Capital Management
New Jersey
$225K -$5.27K -59 -2%
SCM
695
Schnieders Capital Management
California
$225K -$2.67K -30 -1%
W
696
Wealthquest
Ohio
$224K +$224K +2,511 New
FWM
697
Focused Wealth Management
New York
$221K -$8.21K -92 -4%
BOPW
698
Brandywine Oak Private Wealth
Pennsylvania
$221K +$221K +1,696 New
BAM
699
Belpointe Asset Management
Nevada
$219K -$279K -3,118 -56%
RT
700
Rockland Trust
Massachusetts
$217K +$12.7K +142 +6%