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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 %
HCIA
401
Hochman Cole Investment Advisors
Illinois
$751K -$146K -1,804 -16%
BAM
402
Berkshire Asset Management
Pennsylvania
$751K -$139K -1,716 -16%
SSWM
403
Sheets Smith Wealth Management
North Carolina
$746K -$45.1K -559 -6%
BFEC
404
Benjamin F. Edwards & Company
Missouri
$741K -$37K -458 -5%
GI
405
GAMCO Investors
Connecticut
$741K
BB
406
Busey Bank
Illinois
$740K -$300K -3,714 -29%
WANY
407
Wealthspire Advisors (New York)
New York
$738K +$738K +9,145 New
WP
408
WealthSource Partners
California
$736K -$553K -6,847 -43%
CS
409
Credit Suisse
Switzerland
$733K -$537K -6,650 -42%
PCG
410
Private Capital Group
Connecticut
$726K -$40.4K -500 -5%
SWM
411
Sculati Wealth Management
Michigan
$718K
GC
412
Grace Capital
Massachusetts
$717K -$483K -5,973 -40%
AL
413
Aspiriant LLC
California
$707K
ABC
414
Associated Banc-Corp
Wisconsin
$705K +$42.3K +524 +6%
SFA
415
Sequoia Financial Advisors
Ohio
$704K +$11.6K +144 +2%
CRC
416
Curi RMB Capital
Illinois
$702K +$136K +1,678 +24%
HPC
417
HM Payson & Co
Maine
$701K
SWM
418
SeaCrest Wealth Management
New York
$701K +$127K +1,577 +22%
JF
419
JSF Financial
California
$695K -$845K -10,469 -55%
LFASL
420
Lugano Financial Advisors SA (LFA)
Switzerland
$695K
EWM
421
Evermay Wealth Management
Virginia
$693K +$1.37K +17 +0.2%
PAA
422
Peregrine Asset Advisers
Oregon
$690K +$726 +9 +0.1%
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$687K -$48K -594 -7%
AF
424
Alerus Financial
North Dakota
$683K
GTAM
425
Global Trust Asset Management
Florida
$683K