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iShares Select Dividend ETF

898 hedge funds and large institutions have $7.09B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 313 increasing their positions, 305 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-3
Holders Change %
-0.33%
% of All Funds
19.53%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.09%
New
54
Increased
313
Reduced
305
Closed
41
Calls
$14M
Puts
$14.6M
Net Calls
-$576K
Net Calls Change
-$3.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
726
Security National Trust
West Virginia
$224K
CL
727
Choreo LLC
Illinois
$224K +$224K +2,248 New
NPF
728
Norris Perne & French
Michigan
$221K -$497 -5 -0.2%
AHC
729
Adell Harriman & Carpenter
Texas
$220K +$9.96K +100 +5%
PCFFS
730
Pacific Center for Financial Services
California
$220K -$24.5K -246 -10%
WKWM
731
Walter & Keenan Wealth Management
Indiana
$219K
TTWM
732
TCV Trust & Wealth Management
Virginia
$218K
AIM
733
Axiom Investment Management
New York
$215K
GD
734
Grandfield & Dodd
New York
$214K
YWP
735
YorkBridge Wealth Partners
New York
$213K -$69.5K -699 -25%
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$213K +$213K +2,143 New
FNBOMD
737
First National Bank of Mount Dora
Florida
$206K +$206K +2,072 New
DSN
738
D. Scott Neal
Kentucky
$205K
DA
739
Doliver Advisors
Texas
$204K -$49.7K -500 -20%
FAB
740
First American Bank
Illinois
$204K
DK
741
Darrell & King
Virginia
$203K -$182K -1,824 -47%
SAM
742
Summit Asset Management
Tennessee
$203K +$203K +2,043 New
CG
743
Caprock Group
Idaho
$203K +$203K +2,046 New
BOH
744
Bank of Hawaii
Hawaii
$202K +$202K +2,026 New
PFM
745
Parsec Financial Management
North Carolina
$201K +$201K +2,019 New
BCM
746
BTR Capital Management
California
$200K -$14.9K -150 -7%
VBFP
747
Valtinson Bruner Financial Planning
Minnesota
$200K +$200K +2,010 New
PCP
748
Proficio Capital Partners
Massachusetts
$199K
RWA
749
Ropes Wealth Advisors
Massachusetts
$196K
CTB
750
Country Trust Bank
Illinois
$193K