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iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
WF
401
WoodTrust Financial
Wisconsin
$762K -$225K -3,056 -23%
ECG
402
Edge Capital Group
Georgia
$760K
PWM
403
Perigon Wealth Management
California
$760K +$330K +4,064 +77%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$756K
AAMC
405
Asset Allocation & Management Company
Illinois
$755K
KWM
406
Kingsview Wealth Management
Oregon
$754K +$14.8K +202 +2%
HWA
407
HCR Wealth Advisors
California
$753K -$43K -585 -5%
LWS
408
Lucia Wealth Services
California
$752K -$86K -1,170 -10%
TFCP
409
Twin Focus Capital Partners
Massachusetts
$751K
TF
410
Tompkins Financial
New York
$735K
CT
411
Cambridge Trust
Massachusetts
$735K +$86.1K +1,170 +13%
XF
412
XML Financial
Maryland
$733K +$8.01K +109 +1%
APP
413
Avantax Planning Partners
Iowa
$721K
SSWM
414
Sheets Smith Wealth Management
North Carolina
$721K +$34.6K +470 +5%
OAM
415
Occidental Asset Management
California
$717K +$52.9K +720 +8%
MIP
416
Marietta Investment Partners
Wisconsin
$711K
BFEC
417
Benjamin F. Edwards & Company
Missouri
$709K -$24.4K -332 -3%
SEI Investments
418
SEI Investments
Pennsylvania
$706K -$193K -2,626 -21%
WP
419
WealthPLAN Partners
Nebraska
$702K -$15.2K -201 -2%
PB
420
Pinnacle Bancorp
Nebraska
$701K +$1.62K +22 +0.2%
PCG
421
Private Capital Group
Connecticut
$698K -$26.5K -360 -4%
WPW
422
Waldron Private Wealth
Pennsylvania
$697K -$44.2K -601 -6%
PVH
423
Psagot Value Holdings
Israel
$696K -$285K -3,875 -29%
AWA
424
Acorn Wealth Advisors
Michigan
$692K +$26.3K +356 +4%
GI
425
GAMCO Investors
Connecticut
$675K -$7.36K -100 -1%