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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 %
HDIM
801
Hanson & Doremus Investment Management
Vermont
$93K
LWANC
802
Laurel Wealth Advisors (North Carolina)
North Carolina
$93K +$100 +1 +0.1%
Loomis, Sayles & Company
803
Loomis, Sayles & Company
Massachusetts
$92K
MWC
804
MKD Wealth Coaches
Michigan
$90K
IBOK
805
Independence Bank of Kentucky
Kentucky
$88K
SFG
806
SevenBridge Financial Group
Pennsylvania
$87K +$87K +875 New
SIAS
807
Shine Investment Advisory Services
Colorado
$81K
BWM
808
Baystate Wealth Management
Massachusetts
$80K +$703 +7 +0.9%
HWM
809
Holloway Wealth Management
Florida
$77K -$76K
IWA
810
Intercontinental Wealth Advisors
Texas
$74K
LWA
811
Lowe Wealth Advisors
Maryland
$74K +$15.8K +160 +27%
IWA
812
IBEX Wealth Advisors
New Jersey
$72K +$72K +730 New
HI
813
Hudock Inc
Pennsylvania
$71K +$198 +2 +0.3%
SIM
814
Sonora Investment Management
Arizona
$71K +$9.16K +92 +15%
BAMG
815
Brand Asset Management Group
Missouri
$68K
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$66K
BWP
817
Baldwin Wealth Partners
Massachusetts
$65K
ME
818
McIlrath & Eck
Washington
$65K
PCM
819
Princeton Capital Management
New Jersey
$65K +$200 +2 +0.3%
FBT
820
First Bank & Trust
South Dakota
$61K
HS
821
Horan Securities
United States
$57K
EWM
822
Endurance Wealth Management
Rhode Island
$56K
MSFP
823
Mark Sheptoff Financial Planning
Connecticut
$55K
FFW
824
Fusion Family Wealth
New York
$55K
TC
825
Trust Company
Kansas
$54K