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iShares Select Dividend ETF

901 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 320 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
19.53%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
87
Increased
290
Reduced
320
Closed
53
Calls
$13.7M
Puts
$10.5M
Net Calls
+$3.21M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$92K +$3.06K +31 +3%
Loomis, Sayles & Company
802
Loomis, Sayles & Company
Massachusetts
$91K
MWC
803
MKD Wealth Coaches
Michigan
$89K +$89K +907 New
IBOK
804
Independence Bank of Kentucky
Kentucky
$86K
JCM
805
Julex Capital Management
Massachusetts
$83.2K +$21.8K +222 +36%
SIAS
806
Shine Investment Advisory Services
Colorado
$80K
BWM
807
Baystate Wealth Management
Massachusetts
$79K -$277K -2,766 -78%
AQA
808
Alpha Quant Advisors
Texas
$79K
HWM
809
Holloway Wealth Management
Florida
$76K -$69K
TFGT
810
TS Financial Group (TSFG)
Illinois
$76K +$76K +778 New
IWA
811
Intercontinental Wealth Advisors
Texas
$73K -$38.1K -390 -34%
JIP
812
JBJ Investment Partners
South Carolina
$72K +$72K +738 New
CWM
813
Catamount Wealth Management
Connecticut
$71K
VCM
814
Vigilant Capital Management
Maine
$71K
MCM
815
Manchester Capital Management
Vermont
$71K +$71K +721 New
HI
816
Hudock Inc
Pennsylvania
$70K +$196 +2 +0.3%
CT
817
Clearstead Trust
Maine
$69K
UBS AM
818
UBS AM
Illinois
$68.7K
BAMG
819
Brand Asset Management Group
Missouri
$67K
ME
820
McIlrath & Eck
Washington
$65K -$12.4K -127 -16%
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$65K
BWP
822
Baldwin Wealth Partners
Massachusetts
$64K
FCFS
823
First Command Financial Services
Texas
$64K
FCB
824
First Command Bank
Texas
$64K
PCM
825
Princeton Capital Management
New Jersey
$64K +$99 +1 +0.2%