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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 %
CPIG
401
Chicago Partners Investment Group
Illinois
$729K -$148K -1,713 -17%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$728K -$20.7K -254 -3%
BAM
403
Berkshire Asset Management
Pennsylvania
$726K -$32.6K -400 -4%
SWM
404
Sculati Wealth Management
Michigan
$725K
AL
405
Aspiriant LLC
California
$714K
ABC
406
Associated Banc-Corp
Wisconsin
$712K
GTAM
407
Global Trust Asset Management
Florida
$709K +$20.7K +254 +3%
HPC
408
HM Payson & Co
Maine
$708K
VCA
409
Verdence Capital Advisors
Maryland
$702K -$171K -2,092 -20%
PAA
410
Peregrine Asset Advisers
Oregon
$694K -$3.67K -45 -0.5%
AIP
411
ARS Investment Partners
New York
$694K +$694K +8,511 New
AF
412
Alerus Financial
North Dakota
$690K
BUB
413
BBVA USA Bancshares
Texas
$684K -$358K -4,391 -34%
MWM
414
Meridian Wealth Management
Kentucky
$684K +$20.5K +252 +3%
MIH
415
Meitav Investment House
Israel
$684K +$684K +8,383 New
NNP
416
Nachman Norwood & Parrott
South Carolina
$682K +$39.4K +483 +6%
WR
417
Watson Rebecca
$681K -$298K -3,656 -30%
GC
418
Grimes & Company
Massachusetts
$680K +$203K +2,493 +43%
BC
419
Bartlett & Co
Ohio
$679K +$38.7K +475 +6%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$679K +$38.7K +475 +6%
SSWM
421
Sheets Smith Wealth Management
North Carolina
$669K -$84.9K -1,041 -11%
WP
422
WealthSource Partners
California
$668K -$75.1K -921 -10%
EWM
423
Evermay Wealth Management
Virginia
$668K -$32K -392 -5%
RCA
424
Resonant Capital Advisors
Wisconsin
$656K
PFA
425
Pinnacle Family Advisors
Missouri
$656K +$355K +4,349 +118%