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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 %
JWA
501
JFS Wealth Advisors
Pennsylvania
$452K
CNB
502
Camden National Bank
Maine
$449K -$16.7K -205 -4%
BA
503
Ballew Advisors
Mississippi
$449K -$4.04K -48 -0.9%
TC
504
Telemus Capital
Michigan
$448K -$35.8K -415 -7%
FHC
505
Forest Hill Capital
Arkansas
$447K
PCA
506
Peddock Capital Advisors
Massachusetts
$445K -$1.39K -17 -0.3%
TCM
507
Traynor Capital Management
Pennsylvania
$444K -$98.3K -1,123 -18%
PVH
508
Psagot Value Holdings
Israel
$443K -$237K -2,906 -35%
SMFG
509
Sumitomo Mitsui Financial Group
Japan
$442K -$362K -4,435 -45%
BAM
510
Bellevue Asset Management
Washington
$442K -$15.2K -187 -3%
SS
511
Simplicity Solutions
Minnesota
$438K +$438K +5,376 New
TSWM
512
Triangle Securities Wealth Management
North Carolina
$437K
AWCI
513
Alpine Woods Capital Investors
New York
$436K
VCM
514
Virtue Capital Management
Tennessee
$436K +$67K +821 +18%
LPIC
515
LeJeune Puetz Investment Counsel
Michigan
$432K
AC
516
Alley Company
Illinois
$430K
WCF
517
West Coast Financial
California
$423K +$113K +1,385 +36%
GI
518
GAMCO Investors
Connecticut
$422K -$326K -4,000 -44%
MSAM
519
Moloney Securities Asset Management
Missouri
$421K -$42.9K -526 -9%
VIP
520
Vantage Investment Partners
Missouri
$420K
HWMG
521
Hurlow Wealth Management Group
Indiana
$420K
P
522
&Partners
Tennessee
$419K +$419K +5,133 New
PWM
523
PBMares Wealth Management
Virginia
$416K -$22.3K -274 -5%
B
524
Bailard
California
$415K
AWM
525
Altium Wealth Management
New York
$412K -$26.1K -320 -6%