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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 %
GWS
701
Glassman Wealth Services
Virginia
$216K
SFWC
702
Strategic Family Wealth Counselors
New Jersey
$216K +$216K +2,420 New
AHC
703
Adell Harriman & Carpenter
Texas
$216K +$216K +2,414 New
WIM
704
Westside Investment Management
California
$215K +$50K +560 +30%
FA
705
FCG Advisors
New Jersey
$215K +$1.69K +19 +0.8%
BWM
706
BerganKDV Wealth Management
Minnesota
$213K +$2.95K +33 +1%
PCMC
707
Private Capital Management (Colorado)
Colorado
$212K +$212K +2,378 New
GP
708
Girard Partners
Pennsylvania
$211K -$30.3K -340 -13%
WTB
709
Washington Trust Bank
Washington
$211K
BBA
710
BLB&B Advisors
Pennsylvania
$211K +$211K +2,368 New
FWSM
711
First Wilshire Securities Management
California
$210K
AFC
712
AFT Forsyth & Company
Florida
$210K
AA
713
Advisory Alpha
Michigan
$209K +$209K +2,182 New
JFG
714
JMG Financial Group
Illinois
$205K
GC
715
Guggenheim Capital
Illinois
$204K -$38.8K -434 -16%
CFA
716
Clarfeld Financial Advisors
New York
$204K +$204K +2,285 New
CL
717
Choreo LLC
Illinois
$202K -$96.7K -1,080 -32%
TD Asset Management
718
TD Asset Management
Ontario, Canada
$202K -$16K -180 -7%
ECM
719
Elgethun Capital Management
South Dakota
$202K
IWP
720
Icon Wealth Partners
Texas
$202K +$202K +2,263 New
AAS
721
Annex Advisory Services
Wisconsin
$201K
SNT
722
Security National Trust
West Virginia
$201K
WCM
723
Whitener Capital Management
North Carolina
$201K +$1.43K +16 +0.7%
BBHC
724
Brown Brothers Harriman & Co
New York
$199K
CIAS
725
Capital Investment Advisory Services
North Carolina
$194K -$2.68K -30 -1%