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iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
551
GAMCO Investors
Connecticut
$498K
HWMG
552
Hurlow Wealth Management Group
Indiana
$496K
LWM
553
Laidlaw Wealth Management
New York
$496K +$496K +5,158 New
TSWM
554
Triangle Securities Wealth Management
North Carolina
$492K -$24.1K -250 -5%
DJSG
555
D.J. St. Germain
Massachusetts
$492K +$26.5K +275 +6%
PWM
556
PBMares Wealth Management
Virginia
$491K -$674 -7 -0.1%
TC
557
Telemus Capital
Michigan
$489K -$10.6K -110 -2%
JHCP
558
Jackson Hole Capital Partners
Oklahoma
$485K
MPCG
559
Matrix Private Capital Group
New York
$484K -$139K -1,448 -22%
B
560
Bailard
California
$484K -$6.25K -65 -1%
PAM
561
Palisade Asset Management
Minnesota
$484K
CCT
562
Capital City Trust
Florida
$476K
ODCM
563
Old Dominion Capital Management
Virginia
$476K +$111K +1,150 +30%
LA
564
LexAurum Advisors
Kansas
$473K
VAS
565
Vestmark Advisory Solutions
Massachusetts
$471K -$76.6K -796 -14%
IC
566
Iconiq Capital
California
$471K +$2.41K +25 +0.5%
SMFG
567
Sumitomo Mitsui Financial Group
Japan
$470K -$51.3K -534 -10%
CNBTD
568
Citizens National Bank Trust Department
Mississippi
$469K +$469K +4,878 New
WPW
569
Waldron Private Wealth
Pennsylvania
$467K
GIM
570
Grassi Investment Management
California
$463K +$50.9K +529 +12%
IWM
571
IHT Wealth Management
Illinois
$462K -$86.8K -902 -16%
BAM
572
Brave Asset Management
New Jersey
$460K +$180K +1,867 +64%
IP
573
Investment Partners
Ohio
$459K +$459K +4,769 New
VHAM
574
Van Hulzen Asset Management
California
$456K
DP
575
Dearborn Partners
Illinois
$455K +$455K +4,731 New