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iShares Select Dividend ETF

563 hedge funds and large institutions have $4.87B invested in iShares Select Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 241 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
15.74%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.03%
New
29
Increased
148
Reduced
241
Closed
30
Calls
$8.57M
Puts
$4.71M
Net Calls
+$3.86M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
201
Summit Capital Management
Washington
$1.51M +$28.7K +394 +2%
HBWM
202
Hollow Brook Wealth Management
New York
$1.5M -$10.6K -145 -0.7%
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$162K -2,228 -10%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$1.47M -$138K -1,897 -9%
ALA
205
Atherton Lane Advisers
California
$1.47M -$54.6K -750 -4%
HB
206
Homrich & Berg
Georgia
$1.46M +$29.2K +402 +2%
TRCT
207
Tower Research Capital (TRC)
New York
$1.43M -$3.66M -50,270 -72%
PMG
208
ProVise Management Group
Florida
$1.43M -$4.73K -65 -0.3%
JIM
209
Jupiter Investment Management
United Kingdom
$1.42M +$270K +3,710 +23%
LPT
210
Legacy Private Trust
Wisconsin
$1.41M -$25.5K -350 -2%
BC
211
Brinker Capital
Pennsylvania
$1.39M +$1.39M +18,983 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$1.37M +$559K +7,678 +69%
NG
213
NatWest Group
United Kingdom
$1.31M -$279K -3,840 -18%
MAS
214
Madden Advisory Services
Florida
$1.3M -$250K -3,437 -16%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$1.29M -$51.7K -710 -4%
MIAN
216
Mariner Independent Advisor Network
Kansas
$1.28M -$496K -6,819 -28%
CA
217
CapWealth Advisors
Tennessee
$1.27M -$36.2K -498 -3%
FSA
218
Franklin Street Advisors
North Carolina
$1.27M
BAS
219
Brown Advisory Securities
Maryland
$1.27M +$49.2K +675 +4%
WSCM
220
Wellington Shields Capital Management
New York
$1.24M +$12.2K +167 +1%
PGA
221
Portland Global Advisors
Maine
$1.24M -$38.9K -535 -3%
CT
222
Cambridge Trust
Massachusetts
$1.24M +$49.7K +683 +4%
GAM
223
Gould Asset Management
California
$1.23M +$6.91K +95 +0.6%
SNBOSCI
224
Security National Bank of Sioux City Iowa
Iowa
$1.21M
CNB
225
City National Bank
California
$1.2M -$163K -2,246 -12%