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iShares Select Dividend ETF

853 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 400 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-25
Holders Change %
-2.85%
% of All Funds
17.26%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.49%
New
55
Increased
209
Reduced
400
Closed
70
Calls
$41.9M
Puts
$205M
Net Calls
-$163M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
301
Summit Trail Advisors
New York
$1.19M -$122K -1,363 -9%
FCI
302
Financial Counselors Inc
Kansas
$1.19M -$174K -2,130 -13%
MAFM
303
Mid Atlantic Financial Management
Pennsylvania
$1.17M -$304K -3,337 -21%
PFT
304
Providence First Trust
Arizona
$1.17M -$177K -2,175 -13%
ICM
305
Islay Capital Management
Texas
$1.16M +$9.13K +112 +0.8%
FA
306
FMA Advisory
Pennsylvania
$1.16M -$4.89K -60 -0.4%
PRWA
307
Platte River Wealth Advisors
Colorado
$1.15M +$37.2K +456 +3%
CIC
308
Carnegie Investment Counsel
Ohio
$1.15M -$19.3K -236 -2%
FFA
309
Founders Financial Alliance
North Carolina
$1.15M +$1.15M +14,090 New
MFG
310
Magnus Financial Group
New York
$1.15M +$11.3K +139 +1%
SWP
311
Summit Wealth Partners
Florida
$1.13M -$365K -4,474 -24%
TNB
312
TCF National Bank
South Dakota
$1.13M +$262K +3,218 +30%
Bank Julius Baer & Co
313
Bank Julius Baer & Co
Switzerland
$1.12M -$96.1K -1,179 -8%
PL
314
Plancorp LLC
Missouri
$1.11M
DLHL
315
Donald L. Hagan LLC
Florida
$1.1M
SWM
316
Sugarloaf Wealth Management
Georgia
$1.1M +$652 +8 +0.1%
SBWM
317
Sunflower Bank Wealth Management
Arizona
$1.1M -$324K -3,970 -23%
LPT
318
Legacy Private Trust
Wisconsin
$1.09M -$20.4K -250 -2%
CCWA
319
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M -$140K -1,711 -11%
LWAC
320
Laurel Wealth Advisors (California)
California
$1.08M -$154K -1,892 -13%
BCA
321
Bay Colony Advisors
Massachusetts
$1.06M +$17.9K +219 +2%
MCCP
322
Mission Creek Capital Partners
California
$1.05M +$1.06K +13 +0.1%
IRC
323
Investors Research Corp
Georgia
$1.04M -$4K -49 -0.4%
AP
324
Adero Partners
California
$1.03M -$52K -638 -5%
BFPW
325
BOK Financial Private Wealth
Colorado
$1.03M -$180K -2,211 -15%