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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 %
PAM
526
Palisade Asset Management
Minnesota
$411K
JHCP
527
Jackson Hole Capital Partners
Oklahoma
$411K
5L
528
55I LLC
Massachusetts
$411K +$411K +5,037 New
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$410K -$17.4K -213 -4%
BFA
530
Beacon Financial Advisory
Ohio
$409K +$28.2K +346 +7%
SSB
531
Sandy Spring Bank
Maryland
$407K +$20K +245 +5%
WI
532
Wintrust Investments
Illinois
$406K +$15.3K +187 +4%
CCT
533
Capital City Trust
Florida
$404K
LA
534
LexAurum Advisors
Kansas
$401K -$55.9K -685 -12%
IC
535
Iconiq Capital
California
$397K +$2.77K +34 +0.7%
BJL
536
Brighton Jones LLC
Washington
$396K +$47.9K +588 +14%
WPW
537
Waldron Private Wealth
Pennsylvania
$395K -$376K -4,623 -49%
DJSG
538
D.J. St. Germain
Massachusetts
$395K -$14.7K -180 -4%
BB
539
Busey Bank
Illinois
$388K -$358K -4,400 -48%
VHAM
540
Van Hulzen Asset Management
California
$386K -$12.2K -150 -3%
LSA
541
Lion Street Advisors
Texas
$380K +$380K +4,516 New
JCM
542
Jag Capital Management
Missouri
$379K
PTC
543
Philadelphia Trust Company
Pennsylvania
$374K +$374K +4,587 New
UR
544
USCA RIA
Texas
$372K +$3.75K +46 +1%
WF
545
WoodTrust Financial
Wisconsin
$371K -$313K -3,836 -46%
GCA
546
Greenwood Capital Associates
South Carolina
$371K -$51.7K -635 -12%
Toronto Dominion Bank
547
Toronto Dominion Bank
Ontario, Canada
$371K
APW
548
Aurora Private Wealth
New Jersey
$371K +$571 +7 +0.2%
1WA
549
180 Wealth Advisors
Washington
$368K +$9.1K +106 +3%
HWM
550
Howard Wealth Management
Connecticut
$365K -$112K -1,372 -23%