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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 %
AFS
701
Access Financial Services
Minnesota
$346K
BFPW
702
BOK Financial Private Wealth
Colorado
$345K +$37.3K +353 +12%
SW
703
SlateStone Wealth
Florida
$344K +$344K +3,256 New
WSFS
704
Wilmington Savings Fund Society
Delaware
$342K -$62.3K -590 -15%
IRC
705
Investors Research Corp
Georgia
$342K +$197K +1,864 +136%
ACM
706
Allred Capital Management
Texas
$341K -$29.5K -279 -8%
FFC
707
First Financial Corp
Indiana
$341K +$68.4K +647 +25%
BSAM
708
Blue Sky Asset Management
Colorado
$341K +$341K +3,226 New
PCM
709
Parsons Capital Management
Rhode Island
$335K -$10.6K -100 -3%
NB
710
Northwest Bancshares
Pennsylvania
$333K -$21.1K -200 -6%
RMC
711
Regis Management Company
California
$333K
CWM
712
Cabot Wealth Management
Massachusetts
$333K
RPSA
713
Richard P. Slaughter Associates
Texas
$333K +$333K +3,155 New
AA
714
AlphaMark Advisors
Kentucky
$332K +$17.4K +165 +6%
NAMP
715
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$329K -$5.29K -50 -2%
AA
716
Ancora Advisors
Ohio
$329K
SYBT
717
Stock Yards Bank & Trust
Kentucky
$326K
FC
718
Ferris Capital
Massachusetts
$325K -$374K -3,541 -54%
MIM
719
Marco Investment Management
Georgia
$324K
PMFA
720
Plante Moran Financial Advisors
Michigan
$321K -$752K -7,106 -70%
WG
721
Welch Group
Alabama
$321K -$23.9K -226 -7%
CMP
722
Courage Miller Partners
Virginia
$321K +$16.3K +154 +5%
HWA
723
Heritage Wealth Advisors
Virginia
$318K +$318K +3,013 New
BSW
724
Buckingham Strategic Wealth
Missouri
$318K +$76K +720 +31%
PFA
725
Paradigm Financial Advisors
Missouri
$313K +$211 +2 +0.1%