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iShares Select Dividend ETF

705 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.12%
New
59
Increased
234
Reduced
265
Closed
40
Calls
$18.3M
Puts
$28.9M
Net Calls
-$10.6M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
GW
51
GW & Wade
Massachusetts
$19M +$588K +6,459 +3%
LW
52
Linscomb Wealth
Texas
$18.4M -$318K -3,486 -2%
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$18.3M +$492K +5,401 +3%
V
54
Veritable
Delaware
$17.8M -$721K -7,911 -4%
PAG
55
Private Advisor Group
New Jersey
$17.4M +$8.76M +154,316 +101%
IC
56
Iconiq Capital
California
$17.3M -$48.1K -528 -0.3%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$17.2M +$473K +5,188 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$17.1M -$887K -9,736 -5%
AG
59
Advisor Group
Arizona
$17M +$1.11M +12,202 +7%
HFA
60
High Falls Advisors
New York
$17M -$654K -7,177 -4%
OIM
61
Opus Investment Management
Massachusetts
$16.8M
UCFA
62
United Capital Financial Advisors
Texas
$16.6M -$6.34M -69,572 -28%
IA
63
IFP Advisors
Florida
$16.3M +$1.09M +11,986 +7%
ACM
64
Aviance Capital Management
Florida
$15.7M -$4.01M -44,035 -20%
FAT
65
First American Trust
California
$14.9M +$1.14M +12,478 +8%
SAS
66
Stelac Advisory Services
New York
$14.6M
AWMS
67
Advocacy Wealth Management Services
Georgia
$14.6M +$1.45M +15,940 +11%
FTI
68
Fiduciary Trust International
Massachusetts
$13.8M -$1.61M -17,642 -10%
TCM
69
Twele Capital Management
Minnesota
$13.1M
Baird Financial Group
70
Baird Financial Group
Wisconsin
$12.9M -$23.8K -261 -0.2%
Mariner
71
Mariner
Kansas
$12.4M +$1.2M +13,206 +11%
CA
72
Cetera Advisors
Colorado
$12.3M -$142K -1,558 -1%
CA
73
Cumberland Advisors
Florida
$12.2M +$12.2M +133,950 New
Jane Street
74
Jane Street
New York
$11.9M +$10.6M +116,080 +791%
CWM
75
Calamos Wealth Management
Illinois
$11.7M +$3.69M +40,523 +46%