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iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
301
Cypress Capital Group
Florida
$1.47M -$112K -1,165 -7%
SNBOSD
302
Security National Bank of So Dak
Iowa
$1.47M
CCM
303
Coldstream Capital Management
Washington
$1.47M +$1.12M +11,606 +317%
TAM
304
Townsend Asset Management
North Carolina
$1.47M -$36.2K -376 -2%
CIC
305
Carnegie Investment Counsel
Ohio
$1.46M +$109K +1,133 +8%
PFT
306
Providence First Trust
Arizona
$1.46M +$78.9K +820 +6%
Two Sigma Advisers
307
Two Sigma Advisers
New York
$1.45M -$779K -8,100 -35%
PJB
308
Paul John Balson
California
$1.44M +$3.85K +40 +0.3%
TFA
309
Tranquilli Financial Advisor
New Jersey
$1.44M +$1.44M +14,949 New
MFA
310
Mayflower Financial Advisors
Massachusetts
$1.43M +$1.43M +14,831 New
BAS
311
Brown Advisory Securities
Maryland
$1.41M -$50.5K -525 -3%
FNB
312
Farmers National Bank
Kentucky
$1.39M +$1.39M +14,479 New
RWA
313
River Wealth Advisors
Pennsylvania
$1.39M -$145K -1,507 -9%
TWA
314
TCI Wealth Advisors
Arizona
$1.38M -$31.5K -327 -2%
SS
315
Sunbelt Securities
Texas
$1.37M +$834K +8,671 +155%
OPS
316
Orion Portfolio Solutions
Nebraska
$1.37M -$46.4K -482 -3%
CBT
317
CoreFirst Bank & Trust
Kansas
$1.37M +$1.37M +14,205 New
FA
318
FMA Advisory
Pennsylvania
$1.36M -$6.64K -69 -0.5%
MFG
319
Magnus Financial Group
New York
$1.36M +$1.92K +20 +0.1%
SFA
320
Sequoia Financial Advisors
Ohio
$1.34M +$462K +4,804 +53%
TWM
321
Tradition Wealth Management
Minnesota
$1.31M +$1.31M +13,606 New
PL
322
Plancorp LLC
Missouri
$1.31M
SWP
323
Summit Wealth Partners
Florida
$1.3M -$35.1K -365 -3%
SWM
324
Sugarloaf Wealth Management
Georgia
$1.3M +$577 +6 +0%
FCI
325
Financial Counselors Inc
Kansas
$1.29M -$105K -1,090 -7%