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iShares Select Dividend ETF

877 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 301 increasing their positions, 260 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
+44
Holders Change %
+5.28%
% of All Funds
19.57%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
1%
New
126
Increased
301
Reduced
260
Closed
75
Calls
$15M
Puts
$7.47M
Net Calls
+$7.55M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
851
Highlander Capital Management
New Jersey
$18K
AAP
852
Arax Advisory Partners
Colorado
$18K
MDCM
853
Morgan Dempsey Capital Management
Wisconsin
$16K +$16K +175 New
KTC
854
Kistler-Tiffany Companies
Pennsylvania
$14K
PK
855
Pflug Koory
Nebraska
$14K
LWM
856
Liberty Wealth Management
California
$13K +$13K +146 New
AC
857
Avestar Capital
New York
$11K
IIM
858
Ipswich Investment Management
Massachusetts
$11K +$11K +120 New
HFM
859
Hartford Financial Management
Connecticut
$10K
DAM
860
Delta Asset Management
Tennessee
$9K
CBT
861
Central Bank & Trust
Kentucky
$9K
APC
862
Aspire Private Capital
North Carolina
$8K +$8K +91 New
NPP
863
New Potomac Partners
Maryland
$7K
TRCT
864
Tower Research Capital (TRC)
New York
$5K +$2.26K +24 +83%
LGWM
865
Litman Gregory Wealth Management
California
$5K +$5K +53 New
EWM
866
Executive Wealth Management
Michigan
$5K +$5K +61 New
AIA
867
Alera Investment Advisors
Illinois
$5K +$5K +61 New
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$4K
SFA
869
Stewardship Financial Advisors
Georgia
$4K
AWMS
870
Advocacy Wealth Management Services
Georgia
$3K
NA
871
NewEdge Advisors
Louisiana
$2.17K +$986 +11,044 +83%
CC
872
Claybrook Capital
Massachusetts
$2K -$2.5K -25 -56%
WDL
873
Well Done LLC
Michigan
$2K +$2K +20 New
CIM
874
Contravisory Investment Management
Massachusetts
$1K
WA
875
WBH Advisory
Maryland
$889 -$16 -179 -2%