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iShares Select Dividend ETF

913 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 269 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+15
Holders Change %
+1.67%
% of All Funds
20.05%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
62
Increased
269
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
CICI
801
Capital Investment Counsel Inc
North Carolina
$129K
FIB
802
First Interstate Bank
Montana
$126K
PAI
803
Pittenger & Anderson Inc
Nebraska
$123K
BAM
804
Barrett Asset Management
New York
$123K +$3.46K +34 +3%
RTC
805
Riverview Trust Company
Washington
$122K -$218K -2,137 -64%
FPFS
806
First Personal Financial Services
North Carolina
$116K -$565K -5,547 -83%
TL
807
TrueWealth LLC
Georgia
$115K
EWM
808
Edge Wealth Management
New York
$114K
RCA
809
Ranch Capital Advisors
Florida
$114K +$114K +1,117 New
TIM
810
Tortoise Investment Management
New York
$112K -$81.2K -796 -42%
FEG
811
Financial Enhancement Group
Indiana
$112K
WEC
812
Winslow Evans & Crocker
Massachusetts
$110K
SCA
813
Stuart Chaussee & Associates
California
$110K
WOC
814
West Oak Capital
California
$107K
TA
815
Thor Advisors
New York
$107K +$107K +1,050 New
TFS
816
TrustCore Financial Services
Tennessee
$103K -$36.3K -356 -26%
BWM
817
BerganKDV Wealth Management
Minnesota
$103K +$509 +5 +0.5%
MAM
818
Meeder Asset Management
Ohio
$102K
CB
819
Community Bank
New York
$98K
FPB
820
First PREMIER Bank
South Dakota
$97K
HDIM
821
Hanson & Doremus Investment Management
Vermont
$95K
LWANC
822
Laurel Wealth Advisors (North Carolina)
North Carolina
$95K
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$94K
FRA
824
Front Row Advisors
California
$93K -$43.4K -426 -32%
SIAS
825
Shine Investment Advisory Services
Colorado
$83K