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iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
HR
226
Hardy Reed
Mississippi
$1.87M
Voloridge Investment Management
227
Voloridge Investment Management
Florida
$1.86M +$1.86M +25,305 New
BDWM
228
Brewin Dolphin Wealth Management
Ireland
$1.84M -$40.4K -550 -2%
HIA
229
Harbor Investment Advisory
Maryland
$1.83M +$500K +6,802 +38%
FNT
230
First National Trust
Pennsylvania
$1.83M -$2.65K -36 -0.1%
GKWIM
231
Gerber Kawasaki Wealth & Investment Management
California
$1.82M -$13.5M -183,806 -88%
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.81M -$114K -1,555 -6%
MA
233
Mutual Advisors
Nebraska
$1.81M -$212K -2,887 -11%
CFGS
234
Concourse Financial Group Securities
Alabama
$1.8M +$63.9K +869 +4%
TW
235
Transform Wealth
Colorado
$1.79M -$49.6K -674 -3%
LC
236
Landaas & Company
Wisconsin
$1.78M +$2.83K +35 +0.2%
LNB
237
Ledyard National Bank
$1.77M -$12.9K -175 -0.7%
BPA
238
Beacon Pointe Advisors
California
$1.76M +$1.32M +17,930 +296%
GT
239
Glenview Trust
Kentucky
$1.76M +$118K +1,602 +7%
CFO
240
CVA Family Office
Colorado
$1.76M -$327K -4,443 -16%
FB
241
Fulton Bank
Pennsylvania
$1.76M -$882 -12 -0.1%
CWM
242
Circle Wealth Management
New Jersey
$1.74M +$1.43M +21,700 +466%
FHA
243
First Horizon Advisors
Tennessee
$1.73M +$22.1K +300 +1%
KeyBank National Association
244
KeyBank National Association
Ohio
$1.71M -$75.5K -1,026 -4%
PCA
245
Private Capital Advisors
Connecticut
$1.7M
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$1.7M -$250K -3,389 -13%
OIA
247
Optimum Investment Advisors
Illinois
$1.69M -$167K -2,273 -9%
BOTW
248
Bank of the West
California
$1.68M -$75.4K -1,025 -4%
PWSG
249
Pacific Wealth Strategies Group
California
$1.68M -$993K -13,505 -37%
ZF
250
Zhang Financial
Michigan
$1.67M -$17.9K -244 -1%