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iShares Select Dividend ETF

571 hedge funds and large institutions have $5.3B invested in iShares Select Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
15.4%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.92%
New
33
Increased
144
Reduced
266
Closed
31
Calls
$13M
Puts
$4.01M
Net Calls
+$8.99M
Net Calls Change
+$7.53M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.71M -$218K -2,895 -11%
IC
202
Iconiq Capital
California
$1.7M +$28.4K +378 +2%
SWP
203
Stratos Wealth Partners
Ohio
$1.7M -$100K -1,335 -6%
PFP
204
Pinnacle Financial Partners
Tennessee
$1.67M -$154K -2,043 -8%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$1.66M -$2.26M -30,129 -58%
CL
206
CPWM LLC
Washington
$1.64M +$4.96K +66 +0.3%
NG
207
NatWest Group
United Kingdom
$1.64M -$60.1K -800 -4%
MAS
208
Madden Advisory Services
Florida
$1.6M -$22.2K -295 -1%
ALA
209
Atherton Lane Advisers
California
$1.57M -$47.7K -635 -3%
HBWM
210
Hollow Brook Wealth Management
New York
$1.56M +$265K +3,530 +21%
BAM
211
Berkshire Asset Management
Pennsylvania
$1.54M +$25.7K +342 +2%
SCM
212
Summit Capital Management
Washington
$1.53M +$1M +13,340 +189%
MPM
213
Meritage Portfolio Management
Kansas
$1.51M -$51.1K -680 -3%
JIC
214
Johnson Investment Counsel
Ohio
$1.51M +$83.3K +1,110 +6%
JA
215
JOYN Advisors
Georgia
$1.49M
LPT
216
Legacy Private Trust
Wisconsin
$1.48M -$22.5K -300 -1%
PMG
217
ProVise Management Group
Florida
$1.48M -$8.34K -111 -0.6%
HB
218
Homrich & Berg
Georgia
$1.48M +$216K +2,881 +17%
FCBT
219
First Citizens Bank & Trust
North Carolina
$1.45M -$226K -3,010 -14%
MBT
220
Montecito Bank & Trust
California
$1.43M
CNB
221
City National Bank
California
$1.41M +$133K +1,771 +10%
CAL
222
Capital Advisors Ltd
Ohio
$1.4M +$20K +266 +1%
PGFC
223
Peapack-Gladstone Financial Corp
New Jersey
$1.38M -$187K -2,490 -12%
DCM
224
Donaldson Capital Management
Indiana
$1.36M -$16.8K -224 -1%
CA
225
CapWealth Advisors
Tennessee
$1.35M -$16.5K -220 -1%