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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 %
CM
476
Columbus Macro
Pennsylvania
$697K
CT
477
Cambridge Trust
Massachusetts
$696K -$46.5K -483 -6%
FMC
478
First Merchants Corp
Indiana
$694K
AllianceBernstein
479
AllianceBernstein
Tennessee
$685K -$10.6K -110 -2%
MFW
480
Meristem Family Wealth
Minnesota
$681K
SAM
481
SignalPoint Asset Management
Missouri
$676K -$78.9K -820 -10%
SWM
482
SeaCrest Wealth Management
New York
$676K -$72.3K -752 -10%
RBFC
483
Roman Butler Fullerton & Co
Missouri
$676K +$1.73K +18 +0.3%
RCA
484
Resonant Capital Advisors
Wisconsin
$673K -$101K -1,050 -13%
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$673K -$61.8K -643 -8%
CCA
486
Checchi Capital Advisers
California
$673K +$673K +6,999 New
MIH
487
Meitav Investment House
Israel
$666K -$141K -1,463 -17%
PP
488
Patten & Patten
Tennessee
$662K -$9.62K -100 -1%
AIC
489
Archer Investment Corporation
Indiana
$662K
LWA
490
Lenox Wealth Advisors
New York
$661K +$270K +2,811 +69%
WAM
491
Weatherly Asset Management
California
$658K -$6.73K -70 -1%
WA
492
WealthTrust Axiom
Pennsylvania
$657K
CPSAC
493
Chas P. Smith & Associates (CPS)
Florida
$652K -$12K -125 -2%
SBL
494
Sargent Bickham Lagudis
Colorado
$652K +$83.5K +869 +15%
KMWM
495
Keudell/Morrison Wealth Management
Oregon
$640K +$241K +2,500 +60%
HWA
496
Heartwood Wealth Advisors
Virginia
$637K -$9.21M -95,731 -94%
MIA
497
MainStreet Investment Advisors
Illinois
$635K +$635K +6,600 New
CAL
498
Capital Advisors Ltd
Ohio
$632K
PPA
499
Parametric Portfolio Associates
Washington
$631K +$86.2K +897 +16%
PAM
500
Peak Asset Management
Colorado
$625K +$255K +2,648 +69%