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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 %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$867K +$635K +6,609 +274%
CS
427
Credit Suisse
Switzerland
$865K
PCG
428
Private Capital Group
Connecticut
$865K
CA
429
CapWealth Advisors
Tennessee
$863K -$108K -1,128 -11%
Lido Advisors
430
Lido Advisors
California
$859K -$29K -302 -3%
SWM
431
Sculati Wealth Management
Michigan
$855K
BC
432
Bartlett & Co
Ohio
$854K +$52.9K +550 +7%
BCWM
433
Bartlett & Co Wealth Management
Ohio
$854K +$52.9K +550 +7%
CIA
434
Choate Investment Advisors
Massachusetts
$851K -$12.5K -130 -1%
WP
435
WealthSource Partners
California
$843K +$54.3K +564 +7%
GTAM
436
Global Trust Asset Management
Florida
$836K -$2.89K -30 -0.3%
LFF
437
Level Four Financial
Texas
$835K +$835K +8,677 New
DAS
438
Dynamic Advisor Solutions
Arizona
$833K -$291K -3,027 -26%
BAM
439
Belpointe Asset Management
Nevada
$822K -$58.7K -610 -7%
WP
440
WealthPLAN Partners
Nebraska
$822K -$34.8K -345 -4%
MWM
441
Meridian Wealth Management
Kentucky
$821K +$14.8K +154 +2%
AIP
442
ARS Investment Partners
New York
$819K
PAA
443
Peregrine Asset Advisers
Oregon
$819K +$385 +4 +0%
AF
444
Alerus Financial
North Dakota
$813K
FAIM
445
Financial Advocates Investment Management
Washington
$813K +$58.2K +605 +8%
JIP
446
Jaffetilchin Investment Partners
Florida
$806K -$243K -2,523 -23%
NNP
447
Nachman Norwood & Parrott
South Carolina
$806K +$1.73K +18 +0.2%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$806K +$16.7K +174 +2%
GC
449
Grimes & Company
Massachusetts
$803K +$1.35K +14 +0.2%
KWM
450
Kingsview Wealth Management
Oregon
$793K -$143K -1,486 -15%