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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 %
SFS
551
Summit Financial Strategies
Ohio
$358K
VNA
552
Valley National Advisers
Pennsylvania
$354K
QAM
553
QCI Asset Management
New York
$354K
CSIC
554
Clifford Swan Investment Counsel
California
$351K
First Manhattan
555
First Manhattan
New York
$349K -$13.4K -165 -4%
GIM
556
Grassi Investment Management
California
$349K +$35K +430 +11%
CIAS
557
Capital Investment Advisory Services
North Carolina
$348K +$205K +2,513 +143%
KA
558
Kovack Advisors
Florida
$345K -$242K -2,966 -41%
CWA
559
Clarus Wealth Advisors
Arizona
$344K -$36.4K -433 -10%
GVAG
560
Great Valley Advisor Group
Delaware
$343K +$4.41K +54 +1%
IBOK
561
Independence Bank of Kentucky
Kentucky
$339K +$151K +1,858 +81%
KMWM
562
Keudell/Morrison Wealth Management
Oregon
$338K
BFC
563
Bedel Financial Consulting
Indiana
$337K
NG
564
Northstar Group
New York
$334K -$46.2K -567 -12%
AMCA
565
Arthur M. Cohen & Associates
Illinois
$333K -$236K -2,890 -41%
ECM
566
ETrade Capital Management
Virginia
$333K +$79.2K +972 +31%
ACP
567
Aveo Capital Partners
Colorado
$333K +$333K +4,088 New
CCM
568
Covington Capital Management
California
$332K -$49.5K -607 -13%
LWA
569
Lenox Wealth Advisors
New York
$331K +$150K +1,836 +83%
EHPM
570
Emery Howard Portfolio Management
California
$329K -$15.2K -186 -4%
SAM
571
Secure Asset Management
Michigan
$326K -$57.1K -700 -15%
Bessemer Group
572
Bessemer Group
New Jersey
$326K
MFM
573
Mirsky Financial Management
New York
$324K
IFA
574
Interactive Financial Advisors
Illinois
$320K +$3.18K +39 +1%
BA
575
Bristlecone Advisors
Washington
$317K +$489 +6 +0.2%