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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 %
BC
376
Brio Consultants
California
$845K -$210K -2,599 -20%
APWM
377
Atlas Private Wealth Management
New York
$844K -$331K -4,102 -28%
APP
378
Avantax Planning Partners
Iowa
$840K +$48.4K +600 +6%
LWS
379
Lucia Wealth Services
California
$838K +$12.1K +150 +1%
ECG
380
Edge Capital Group
Georgia
$834K
GLA
381
Good Life Advisors
Pennsylvania
$832K -$9.68K -120 -1%
AAMC
382
Asset Allocation & Management Company
Illinois
$829K
KWM
383
Kingsview Wealth Management
Oregon
$828K
CA
384
Clearstead Advisors
Ohio
$827K +$243K +3,005 +42%
TFCP
385
Twin Focus Capital Partners
Massachusetts
$824K
HWA
386
HCR Wealth Advisors
California
$820K +$160 +2 +0%
CA
387
Calton & Associates
Florida
$809K +$306K +3,796 +61%
CCG
388
Chatham Capital Group
Georgia
$807K -$80.7K -1,000 -9%
TF
389
Tompkins Financial
New York
$807K
SMFG
390
Sumitomo Mitsui Financial Group
Japan
$796K +$104K +1,289 +15%
MIP
391
Marietta Investment Partners
Wisconsin
$781K
CIA
392
Choate Investment Advisors
Massachusetts
$780K -$61.8K -765 -7%
PB
393
Pinnacle Bancorp
Nebraska
$770K +$1.13K +14 +0.1%
VFA
394
Voya Financial Advisors
Connecticut
$768K -$111K -1,397 -13%
FAIM
395
Financial Advocates Investment Management
Washington
$768K +$92.9K +1,151 +14%
WPW
396
Waldron Private Wealth
Pennsylvania
$765K
OAM
397
Occidental Asset Management
California
$758K -$29K -360 -4%
AWA
398
Acorn Wealth Advisors
Michigan
$758K +$646 +8 +0.1%
WP
399
WealthPLAN Partners
Nebraska
$757K -$39.3K -458 -5%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$756K