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iShares Select Dividend ETF

1,001 hedge funds and large institutions have $7.56B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 275 increasing their positions, 365 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+42
Holders Change %
+4.38%
% of All Funds
17.63%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
107
Increased
275
Reduced
365
Closed
56
Calls
$136M
Puts
$39.5M
Net Calls
+$96.5M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
526
Heartwood Wealth Advisors
Virginia
$650K -$106K -928 -14%
BW
527
Bison Wealth
Georgia
$650K -$56K -491 -8%
FHC
528
First Horizon Corporation
Tennessee
$650K -$26.1K -229 -4%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$648K -$381K -3,339 -37%
NCM
530
Neumann Capital Management
California
$643K
VC
531
Vicus Capital
Pennsylvania
$642K -$189K -1,654 -23%
NFC
532
Northeast Financial Consultants
Connecticut
$634K
BFA
533
Beacon Financial Advisory
Ohio
$633K +$10.3K +90 +2%
SBH
534
Segall Bryant & Hamill
Illinois
$633K +$27.3K +240 +5%
OAM
535
Oppenheimer Asset Management
New York
$630K
Bank of Nova Scotia
536
Bank of Nova Scotia
Ontario, Canada
$627K -$12.4K -109 -2%
DY
537
Dowling & Yahnke
California
$624K
PCA
538
Peddock Capital Advisors
Massachusetts
$623K +$1.14K +10 +0.2%
CWM
539
Cahaba Wealth Management
Georgia
$620K -$51.7K -453 -8%
FNBOSM
540
First National Bank of South Miami
Florida
$618K -$19.6K -172 -3%
JWA
541
JFS Wealth Advisors
Pennsylvania
$614K
BAM
542
Brave Asset Management
New Jersey
$614K +$68.6K +601 +13%
DLHL
543
Donald L. Hagan LLC
Florida
$613K
EWM
544
Evermay Wealth Management
Virginia
$611K -$85.5K -749 -12%
LPIC
545
LeJeune Puetz Investment Counsel
Michigan
$605K
ABC
546
Associated Banc-Corp
Wisconsin
$603K -$62.2K -846 -9%
CW
547
CreativeOne Wealth
Kansas
$602K +$287K +2,511 +91%
AC
548
Alley Company
Illinois
$601K
GI
549
GAMCO Investors
Connecticut
$590K
HWMG
550
Hurlow Wealth Management Group
Indiana
$588K