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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 %
MFS
801
Madrona Financial Services
Washington
$244K
PWW
802
Pettyjohn Wood & White
Virginia
$243K
PCMC
803
Private Capital Management (Colorado)
Colorado
$242K
VWM
804
Valley Wealth Managers
New Jersey
$242K
CI
805
Chartist Inc
California
$242K -$32.5K -308 -12%
RWA
806
Ropes Wealth Advisors
Massachusetts
$240K
ECM
807
Elgethun Capital Management
South Dakota
$240K
TA
808
Tiedemann Advisors
New York
$240K +$240K +2,260 New
EP
809
EPIQ Partners
Minnesota
$240K +$240K +2,271 New
TW
810
TrinityPoint Wealth
Connecticut
$239K
CAI
811
Capital Advisors Inc
Oklahoma
$239K +$239K +2,261 New
CB
812
CNB Bank
Pennsylvania
$238K -$18.5K -175 -7%
SNT
813
Security National Trust
West Virginia
$238K
CWC
814
Carolinas Wealth Consulting
North Carolina
$238K +$238K +2,266 New
GG
815
GenWealth Group
New Jersey
$236K
CHA
816
Carmichael Hill & Associates
Maryland
$236K +$236K +2,230 New
PCFFS
817
Pacific Center for Financial Services
California
$234K +$1.27K +12 +0.5%
AHC
818
Adell Harriman & Carpenter
Texas
$234K
CA
819
Capital Advantage
California
$233K +$233K +2,191 New
WKWM
820
Walter & Keenan Wealth Management
Indiana
$232K
5L
821
55I LLC
Massachusetts
$232K
TTWM
822
TCV Trust & Wealth Management
Virginia
$231K
BWA
823
BDO Wealth Advisors
Florida
$230K -$44.4K -420 -16%
ATPW
824
Ashton Thomas Private Wealth
Arizona
$229K
RIA
825
Realta Investment Advisors
Delaware
$229K +$28.9K +280 +14%