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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 %
AFAS
726
Acorn Financial Advisory Services
Virginia
$313K +$313K +2,962 New
SAM
727
Strategy Asset Managers
California
$313K +$313K +2,965 New
AWM
728
Atticus Wealth Management
Florida
$312K +$312K +2,957 New
WIC
729
Woodmont Investment Counsel
Tennessee
$311K
RM
730
Resource Management
Louisiana
$310K
AWM
731
AllSquare Wealth Management
New York
$309K
LC
732
LCNB Corp
Ohio
$308K
CWP
733
Capital Wealth Planning
Florida
$307K -$60.2K -570 -16%
CFA
734
Carroll Financial Associates
North Carolina
$307K
SAM
735
Silvercrest Asset Management
New York
$307K
FCA
736
FinTrust Capital Advisors
South Carolina
$307K
DAC
737
Dividend Assets Capital
South Carolina
$307K +$69.6K +658 +29%
SAM
738
SignalPoint Asset Management
Missouri
$306K -$35.1K -330 -10%
WIA
739
World Investment Advisors
California
$303K +$21.9K +207 +8%
WPA
740
West Paces Advisors
Georgia
$303K
SQA
741
Simon Quick Advisors
New Jersey
$301K -$119K -1,121 -28%
TCOV
742
Trust Company of Vermont
Vermont
$301K -$212 -2 -0.1%
PPW
743
Parcion Private Wealth
Washington
$301K +$301K +2,848 New
SIC
744
Samalin Investment Counsel
New York
$301K +$301K +2,856 New
LWP
745
Legacy Wealth Planning
Nevada
$300K +$300K +2,835 New
EWA
746
ERTS Wealth Advisors
Michigan
$298K -$57.1K -540 -16%
PCA
747
Providence Capital Advisors
North Carolina
$296K -$13.7K -130 -4%
ST
748
Sentinel Trust
Texas
$291K
PAS
749
Partnervest Advisory Services
California
$290K -$143K -1,355 -33%
AI
750
Accredited Investors
Minnesota
$290K -$42.1K -399 -13%