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iShares Select Dividend ETF

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
751
WealthShield Partners
North Carolina
$74K +$74K +753 New
W
752
WealthShield
North Carolina
$74K +$74K +753 New
CWM
753
Catamount Wealth Management
Connecticut
$71K
HWM
754
Holloway Wealth Management
Florida
$69K
BWA
755
Burt Wealth Advisors
Maryland
$69K
UBS AM
756
UBS AM
Illinois
$69K
TL
757
TrueWealth LLC
Georgia
$67K +$67K +676 New
TFO
758
Tarbox Family Office
California
$66K
Carson Wealth (CWM LLC)
759
Carson Wealth (CWM LLC)
Nebraska
$65K +$31.4K +317 +93%
PSW
760
Portfolio Strategies (Washington)
Washington
$62K +$62K +633 New
HS
761
Horan Securities
United States
$61K
IWP
762
Icon Wealth Partners
Texas
$61K +$61K +624 New
FBT
763
First Bank & Trust
South Dakota
$60K
FNB
764
Farmers National Bank
Kentucky
$60K +$60K +612 New
LWA
765
Lowe Wealth Advisors
Maryland
$58K
EWM
766
Endurance Wealth Management
Rhode Island
$55K
FMTCOCP
767
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54.2K
MSFP
768
Mark Sheptoff Financial Planning
Connecticut
$54K
TC
769
Trust Company
Kansas
$53K
HWP
770
Hefty Wealth Partners
Indiana
$53K +$21K +212 +66%
HI
771
Hudock Inc
Pennsylvania
$52K
MIFH
772
Migdal Insurance & Financial Holdings
Israel
$48K
AIM
773
Arcadia Investment Management
Michigan
$46K
APSP
774
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K
TFS
775
TrustCore Financial Services
Tennessee
$45K +$45K +458 New