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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 %
SFWC
776
Strategic Family Wealth Counselors
New Jersey
$263K +$3.7K +35 +1%
CCMD
777
Cypress Capital Management (Delaware)
Delaware
$262K
FWM
778
Fairhaven Wealth Management
Illinois
$262K
PA
779
PFG Advisors
Arizona
$261K -$7.55K -72 -3%
WCM
780
Whitener Capital Management
North Carolina
$259K +$10.6K +100 +4%
PMG
781
ProVise Management Group
Florida
$258K -$7.93K -75 -3%
MMPW
782
Mitchell McLeod Pugh & Williams
Alabama
$257K
RT
783
Rockland Trust
Massachusetts
$257K
S
784
SignatureFD
Georgia
$257K +$79.6K +754 +45%
AIM
785
Anchor Investment Management
South Carolina
$257K +$634 +6 +0.2%
VR
786
Viridian RIA
Washington
$256K +$256K +2,427 New
GWS
787
Glassman Wealth Services
Virginia
$255K
AIS
788
American Investment Services
Massachusetts
$254K
W
789
Wealthquest
Ohio
$250K
BP
790
BBR Partners
New York
$250K +$250K +2,364 New
GP
791
Girard Partners
Pennsylvania
$249K
MCM
792
Murphy Capital Management
New Jersey
$249K +$106 +1 +0%
FWSM
793
First Wilshire Securities Management
California
$248K
YWP
794
YorkBridge Wealth Partners
New York
$248K +$22K +208 +10%
TWM
795
Trinity Wealth Management
Pennsylvania
$248K +$248K +2,345 New
FWM
796
Focused Wealth Management
New York
$246K +$1.06K +10 +0.4%
BFA
797
Benedict Financial Advisors
Georgia
$246K +$1.16K +11 +0.5%
RFN
798
RDA Financial Network
Iowa
$246K +$1.58K +15 +0.6%
LDB
799
Lee, Danner & Bass
Tennessee
$245K -$32.8K -310 -12%
RMCM
800
Reynders McVeigh Capital Management
Massachusetts
$244K