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iShares Select Dividend ETF

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
276
Main Street Financial Solutions
Pennsylvania
$1.97M +$33.9K +295 +2%
PA
277
Parallel Advisors
California
$1.93M -$34.4K -300 -2%
CCWA
278
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M +$23.2K +202 +1%
AIM
279
Allen Investment Management
New York
$1.93M
BCA
280
Bay Colony Advisors
Massachusetts
$1.92M -$34.1K -297 -2%
SFS
281
Sowell Financial Services
Arkansas
$1.92M -$10.7K -93 -0.6%
FNBT
282
FineMark National Bank & Trust
Florida
$1.91M -$146K -1,275 -7%
HW
283
Hancock Whitney
Mississippi
$1.91M +$203K +1,770 +12%
VFA
284
Valeo Financial Advisors
Indiana
$1.9M -$7.69K -67 -0.4%
CFGS
285
Concourse Financial Group Securities
Alabama
$1.89M +$63.6K +554 +3%
MFA
286
Mayflower Financial Advisors
Massachusetts
$1.88M -$37.5K -315 -2%
IAIM
287
International Assets Investment Management
Florida
$1.88M -$32.4K -282 -2%
WF
288
Welch & Forbes
Massachusetts
$1.86M -$11.5K -100 -0.6%
APWA
289
Atlas Private Wealth Advisors
New Jersey
$1.86M -$48.6K -424 -3%
Kayne Anderson Rudnick Investment Management
290
Kayne Anderson Rudnick Investment Management
California
$1.85M +$167K +1,452 +10%
AI
291
Atria Investments
North Carolina
$1.85M -$1.55M -13,504 -46%
FSA
292
Franklin Street Advisors
North Carolina
$1.84M
VCM
293
Virtue Capital Management
Tennessee
$1.83M -$493K -4,301 -21%
SWA
294
Sax Wealth Advisors
New Jersey
$1.83M -$45.9K -400 -2%
CGH
295
CMG Global Holdings
Texas
$1.82M +$184K +1,606 +11%
IAN
296
Integrated Advisors Network
Texas
$1.8M +$1.2M +10,501 +202%
TW
297
Transform Wealth
Colorado
$1.8M -$165K -1,440 -8%
MOS
298
MGO One Seven
Ohio
$1.79M -$297K -2,520 -14%
FWM
299
Frontier Wealth Management
Missouri
$1.79M -$12.5K -109 -0.7%
EFS
300
Essex Financial Services
Connecticut
$1.78M +$1.46M +12,740 +463%