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iShares Select Dividend ETF

878 hedge funds and large institutions have $5.06B invested in iShares Select Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 205 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-29
Holders Change %
-3.2%
% of All Funds
18.05%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.6%
New
67
Increased
205
Reduced
424
Closed
89
Calls
$102M
Puts
$53.2M
Net Calls
+$48.4M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
226
Transform Wealth
Colorado
$1.91M -$59.1K -732 -3%
BPA
227
Beacon Pointe Advisors
California
$1.89M -$44.4K -550 -2%
State Street
228
State Street
Massachusetts
$1.89M +$459K +5,685 +32%
OIA
229
Optimum Investment Advisors
Illinois
$1.89M +$31.2K +386 +2%
PCA
230
Private Capital Advisors
Connecticut
$1.87M
MA
231
Mutual Advisors
Nebraska
$1.87M -$118K -1,467 -6%
FB
232
Fulton Bank
Pennsylvania
$1.85M -$84.4K -1,046 -4%
PWSG
233
Pacific Wealth Strategies Group
California
$1.83M -$8.07K -100 -0.4%
NL
234
NWAM LLC
Washington
$1.82M -$7.02K -87 -0.4%
LNB
235
Ledyard National Bank
$1.81M -$132K -1,637 -7%
CAM
236
Carret Asset Management
New York
$1.8M +$326K +4,043 +22%
APWA
237
Atlas Private Wealth Advisors
New Jersey
$1.78M +$1.78M +22,097 New
NCM
238
Narwhal Capital Management
Georgia
$1.78M -$16.1K -200 -0.9%
LC
239
Landaas & Company
Wisconsin
$1.77M -$4.92K -61 -0.3%
CGA
240
Crescent Grove Advisors
Illinois
$1.77M -$61K -755 -3%
FHA
241
First Horizon Advisors
Tennessee
$1.77M -$127K -1,577 -7%
BDWM
242
Brewin Dolphin Wealth Management
Ireland
$1.75M -$270K -3,350 -13%
WAG
243
Winthrop Advisory Group
Massachusetts
$1.75M +$106K +1,330 +6%
AIC
244
Ameritas Investment Company
Nebraska
$1.75M +$34.7K +430 +2%
PP
245
Palladium Partners
Virginia
$1.73M -$51.9K -643 -3%
ZF
246
Zhang Financial
Michigan
$1.7M -$129K -1,603 -7%
FIM
247
Fernwood Investment Management
Massachusetts
$1.68M -$506K -6,268 -23%
FWM
248
Frontier Wealth Management
Missouri
$1.67M -$644K -7,973 -28%
AF
249
Allworth Financial
California
$1.67M -$59.1K -732 -3%
APA
250
American Portfolios Advisors
New York
$1.67M +$87K +1,078 +6%