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iShares Select Dividend ETF

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$742K +$86.1K +750 +13%
FCA
502
FinTrust Capital Advisors
South Carolina
$734K +$205K +1,790 +39%
DIP
503
DT Investment Partners
Pennsylvania
$732K
CPSAC
504
Chas P. Smith & Associates (CPS)
Florida
$725K -$27.9K -243 -4%
BU
505
BBVA USA
Alabama
$723K -$132K -1,150 -15%
LIM
506
Leavell Investment Management
Alabama
$719K +$229 +2 +0%
PO
507
Private Ocean
California
$718K +$115K +1,000 +19%
WA
508
Wealth Alliance
New York
$709K +$507K +4,420 +251%
EL
509
EMFO LLC
Florida
$705K
BOS
510
Bingham Osborn & Scarborough
California
$702K
SMFG
511
Sumitomo Mitsui Financial Group
Japan
$697K +$185K +1,611 +36%
BWA
512
BDO Wealth Advisors
Florida
$695K -$18.2K -159 -3%
SAS
513
Sanford Advisory Services
Michigan
$679K
SBH
514
Segall Bryant & Hamill
Illinois
$678K -$11.4K -100 -2%
CTC
515
Central Trust Company
Missouri
$676K +$5.05K +44 +0.8%
LWM
516
Loveless Wealth Management
Montana
$672K
SBIA
517
Sheaff Brock Investment Advisors
Indiana
$670K
WSTAM
518
Wilbanks Smith & Thomas Asset Management
Virginia
$666K -$57.4K -501 -8%
CA
519
Continuum Advisory
Idaho
$665K +$15.5K +135 +2%
PAS
520
Park Avenue Securities
New York
$664K +$286K +2,492 +76%
FA
521
Fagan Associates
New York
$663K
BFA
522
Beacon Financial Advisory
Ohio
$663K +$803 +7 +0.1%
VC
523
Vicus Capital
Pennsylvania
$661K +$15.3K +133 +2%
SC
524
SouthState Corp
Florida
$657K
MPW
525
Monterey Private Wealth
California
$655K -$7.15K -61 -1%