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iShares Select Dividend ETF

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
526
Sanford Advisory Services
Michigan
$690K +$2.92K +25 +0.4%
LWM
527
Loveless Wealth Management
Montana
$683K -$12.8K -110 -2%
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$682K
CTC
529
Central Trust Company
Missouri
$682K
LWA
530
Lenox Wealth Advisors
New York
$681K +$8.16K +70 +1%
FA
531
Fagan Associates
New York
$674K +$933 +8 +0.1%
BFA
532
Beacon Financial Advisory
Ohio
$673K +$25.9K +222 +4%
SC
533
SouthState Corp
Florida
$667K -$40.8K -350 -6%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$667K +$4.32K +37 +0.7%
HWA
535
Heartwood Wealth Advisors
Virginia
$664K
BW
536
Bison Wealth
Georgia
$662K -$2.45K -21 -0.4%
CA
537
Continuum Advisory
Idaho
$660K +$660K +5,660 New
MPW
538
Monterey Private Wealth
California
$659K -$117 -1 -0%
NCM
539
Neumann Capital Management
California
$658K
CT
540
Cambridge Trust
Massachusetts
$657K -$14.4K -123 -2%
VC
541
Vicus Capital
Pennsylvania
$657K +$583 +5 +0.1%
CBFP
542
Cedar Brook Financial Partners
Ohio
$656K +$137K +1,178 +26%
NFC
543
Northeast Financial Consultants
Connecticut
$648K
TLP
544
Trinity Legacy Partners
Texas
$640K -$583K -5,032 -48%
BAM
545
Brave Asset Management
New Jersey
$637K +$9.56K +82 +2%
DY
546
Dowling & Yahnke
California
$636K -$1.4K -12 -0.2%
SVWAG
547
Sound View Wealth Advisors Group
Georgia
$634K +$110K +940 +21%
MFM
548
Mirsky Financial Management
New York
$630K +$315K +2,701 +100%
CWM
549
Cahaba Wealth Management
Georgia
$626K -$2.2K -19 -0.3%
DLHL
550
Donald L. Hagan LLC
Florida
$626K