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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 %
KFGK
276
Keystone Financial Group (Kentucky)
Kentucky
$1.42M +$292K +3,968 +26%
JF
277
JSF Financial
California
$1.4M +$737K +10,018 +111%
PPP
278
Private Portfolio Partners
New Jersey
$1.4M +$224K +3,047 +19%
TWA
279
TCI Wealth Advisors
Arizona
$1.39M -$60K -816 -4%
PBT
280
Pictet Bank & Trust
Bahamas
$1.39M +$627K +8,530 +82%
PJB
281
Paul John Balson
California
$1.38M +$1.38M +18,811 New
PIMG
282
Patriot Investment Management Group
Tennessee
$1.37M -$35.7K -485 -3%
CAM
283
Carret Asset Management
New York
$1.35M +$106K +1,437 +9%
CAGAS
284
Capital Advisory Group Advisory Services
Minnesota
$1.33M -$16.9K -230 -1%
WF
285
Welch & Forbes
Massachusetts
$1.33M -$34.2K -465 -3%
CPIA
286
Cornell Pochily Investment Advisors
New York
$1.33M +$55.7K +757 +4%
DAS
287
Dynamic Advisor Solutions
Arizona
$1.33M -$25.1K -341 -2%
OPS
288
Orion Portfolio Solutions
Nebraska
$1.32M -$461K -6,271 -26%
NSCM
289
New South Capital Management
Tennessee
$1.32M
AWM
290
Aberdeen Wealth Management
Illinois
$1.32M -$2.21K -30 -0.2%
MFW
291
Mosaic Family Wealth
Missouri
$1.31M -$235K -3,192 -15%
State Street
292
State Street
Massachusetts
$1.3M -$16.9K -230 -1%
HB
293
Homrich & Berg
Georgia
$1.3M -$43.8K -595 -3%
SCA
294
Snowden Capital Advisors
New York
$1.3M -$619K -8,422 -32%
SCG
295
Sonata Capital Group
Washington
$1.3M +$118K +1,605 +10%
ICM
296
Islay Capital Management
Texas
$1.29M -$84.3K -1,146 -6%
SBWM
297
Sunflower Bank Wealth Management
Arizona
$1.28M -$17.3K -235 -1%
WLPWM
298
Walled Lake Planning & Wealth Management
Illinois
$1.27M +$1.27M +17,297 New
FSA
299
Franklin Street Advisors
North Carolina
$1.26M
IA
300
IFP Advisors
Florida
$1.24M -$1.18M -15,750 -49%