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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 %
WF
301
Welch & Forbes
Massachusetts
$1.26M -$193K -2,385 -13%
BAS
302
Brown Advisory Securities
Maryland
$1.25M +$81K +1,000 +7%
BOTW
303
Bank of the West
California
$1.24M -$612K -7,587 -33%
TA
304
Tiedemann Advisors
New York
$1.23M -$478K -5,912 -28%
LWAC
305
Laurel Wealth Advisors (California)
California
$1.22M -$5.89K -73 -0.5%
CCWA
306
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.21M +15,018 New
Bank Julius Baer & Co
307
Bank Julius Baer & Co
Switzerland
$1.21M +$723K +8,961 +150%
TFS
308
Thoroughbred Financial Services
Tennessee
$1.2M -$94K -1,164 -7%
BFPW
309
BOK Financial Private Wealth
Colorado
$1.19M +$108K +1,335 +10%
STA
310
Summit Trail Advisors
New York
$1.18M -$620K -7,686 -34%
FWIA
311
Fort Washington Investment Advisors
Ohio
$1.17M -$32.9K -408 -3%
PFS
312
Prospera Financial Services
Texas
$1.17M -$10.8K -134 -0.9%
DAS
313
Dynamic Advisor Solutions
Arizona
$1.16M -$295K -3,652 -20%
CIC
314
Carnegie Investment Counsel
Ohio
$1.16M +$40K +495 +4%
CHC
315
City Holding Co
West Virginia
$1.16M +$66.6K +825 +6%
FA
316
FMA Advisory
Pennsylvania
$1.15M -$3.71K -46 -0.3%
ICM
317
Islay Capital Management
Texas
$1.14M -$275K -3,403 -19%
MFG
318
Magnus Financial Group
New York
$1.13M -$235K -2,907 -17%
VFA
319
Valeo Financial Advisors
Indiana
$1.13M +$67.8K +840 +6%
IA
320
IFP Advisors
Florida
$1.13M -$198K -2,484 -15%
RGIA
321
Rainier Group Investment Advisory
Washington
$1.12M +$1.12M +13,858 New
PRWA
322
Platte River Wealth Advisors
Colorado
$1.11M +$1.11M +13,675 New
LPT
323
Legacy Private Trust
Wisconsin
$1.1M
PL
324
Plancorp LLC
Missouri
$1.1M
DLHL
325
Donald L. Hagan LLC
Florida
$1.09M