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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 %
MFW
451
Meristem Family Wealth
Minnesota
$577K
RBFC
452
Roman Butler Fullerton & Co
Missouri
$571K +$2.04K +25 +0.4%
PP
453
Patten & Patten
Tennessee
$569K +$29.3K +360 +5%
TA
454
Tiedemann Advisors
New York
$565K -$675K -8,303 -54%
WAM
455
Weatherly Asset Management
California
$564K -$18.4K -225 -3%
CPSAC
456
Chas P. Smith & Associates (CPS)
Florida
$563K -$39.1K -480 -6%
Cerity Partners
457
Cerity Partners
New York
$562K
AIC
458
Archer Investment Corporation
Indiana
$561K +$32.5K +399 +6%
WA
459
WealthTrust Axiom
Pennsylvania
$556K
CG
460
Colony Group
Massachusetts
$556K +$51.2K +628 +10%
PWM
461
Perigon Wealth Management
California
$543K -$93.6K -1,148 -15%
IWS
462
Insight Wealth Strategies
California
$539K -$94.7K -1,161 -15%
SCA
463
Snowden Capital Advisors
New York
$538K
CAL
464
Capital Advisors Ltd
Ohio
$536K -$29.8K -365 -5%
VFA
465
Voya Financial Advisors
Connecticut
$534K -$249K -3,068 -32%
MPCG
466
Matrix Private Capital Group
New York
$528K -$772K -9,475 -59%
DIP
467
DT Investment Partners
Pennsylvania
$520K
BW
468
Bison Wealth
Georgia
$513K +$3.18K +39 +0.6%
MPW
469
Monterey Private Wealth
California
$511K -$8.16K -100 -2%
BOS
470
Bingham Osborn & Scarborough
California
$507K -$46.8K -574 -8%
W
471
WealthOne
New York
$504K +$1.88K +23 +0.4%
SC
472
SouthState Corp
Florida
$504K +$54.6K +670 +12%
LIM
473
Leavell Investment Management
Alabama
$503K
CTA
474
Colonial Trust Advisors
South Carolina
$502K -$82.3K -1,009 -14%
FA
475
Fagan Associates
New York
$501K +$408 +5 +0.1%