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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 %
VCM
151
Virtue Capital Management
Tennessee
$4.81M -$169K -1,602 -3%
GLLW
152
Graves Light Lenhart Wealth
Virginia
$4.81M -$130K -1,235 -3%
HCM
153
Howland Capital Management
Massachusetts
$4.7M -$97.8K -926 -2%
NFG
154
Next Financial Group
Texas
$4.65M -$694K -6,568 -13%
SDAM
155
Shulman DeMeo Asset Management
New York
$4.64M +$26.2K +248 +0.6%
EWM
156
Evercore Wealth Management
New York
$4.64M +$34.2K +324 +0.7%
ST
157
Smithfield Trust
Pennsylvania
$4.58M -$5.07K -48 -0.1%
GPA
158
Guidance Point Advisors
Massachusetts
$4.57M -$62.8K -594 -1%
MCM
159
MV Capital Management
Maryland
$4.51M -$661K -6,252 -13%
AR
160
Advisory Research
Illinois
$4.45M
KA
161
Klingman & Associates
New York
$4.42M -$95.6K -905 -2%
JIC
162
Johnson Investment Counsel
Ohio
$4.37M -$146K -1,385 -3%
GG
163
Gofen & Glossberg
Illinois
$4.37M
MCM
164
MAI Capital Management
Ohio
$4.35M -$3.7K -35 -0.1%
SAS
165
Stelac Advisory Services
New York
$4.33M -$306K -2,901 -7%
PP
166
PagnatoKarp Partners
Virginia
$4.3M -$56.3K -533 -1%
PIA
167
Powell Investment Advisors
Florida
$4.21M +$4.21M +39,846 New
PNC
168
Park National Corp
Ohio
$4.16M -$85.5K -809 -2%
CAL
169
Capital Analysts LLC
Pennsylvania
$4.11M -$28.6K -271 -0.7%
Capital Fund Management (CFM)
170
Capital Fund Management (CFM)
France
$4.07M -$1.36M -12,859 -25%
SS
171
Simplicity Solutions
Minnesota
$3.97M +$345K +3,269 +10%
FANJ
172
Financial Architects (New Jersey)
New Jersey
$3.95M -$186K -1,765 -5%
Millennium Management
173
Millennium Management
New York
$3.93M +$1.43M +13,510 +57%
CPO
174
Cerity Partners OCIO
New York
$3.9M +$13.2K +125 +0.3%
Franklin Resources
175
Franklin Resources
California
$3.88M +$183K +1,730 +5%