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iShares Select Dividend ETF

878 hedge funds and large institutions have $5.06B invested in iShares Select Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 205 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-29
Holders Change %
-3.2%
% of All Funds
18.05%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.6%
New
67
Increased
205
Reduced
424
Closed
89
Calls
$102M
Puts
$53.2M
Net Calls
+$48.4M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
576
Clifford Swan Investment Counsel
California
$347K
BJL
577
Brighton Jones LLC
Washington
$345K +$116K +1,435 +51%
WJWM
578
Williams Jones Wealth Management
New York
$341K
EHPM
579
Emery Howard Portfolio Management
California
$341K +$7.27K +90 +2%
BBNA
580
Bremer Bank National Association
Minnesota
$336K -$12.1K -150 -3%
KMWM
581
Keudell/Morrison Wealth Management
Oregon
$335K +$24.2K +300 +8%
BFC
582
Bedel Financial Consulting
Indiana
$334K -$71.5K -886 -18%
GVAG
583
Great Valley Advisor Group
Delaware
$334K +$23.8K +295 +8%
OCM
584
Orleans Capital Management
Louisiana
$331K +$331K +4,100 New
FA
585
FC Advisory
Pennsylvania
$330K +$4.2K +52 +1%
SAM
586
SignalPoint Asset Management
Missouri
$329K +$7.88K +100 +2%
TK
587
TIAA Kaspick
Massachusetts
$327K +$327K +4,055 New
Bessemer Group
588
Bessemer Group
New Jersey
$323K -$84.6K -1,048 -21%
SMFS
589
Squar Milner Financial Services
California
$322K +$134K +1,659 +71%
MFM
590
Mirsky Financial Management
New York
$321K
GLA
591
Great Lakes Advisors
Illinois
$319K -$72.6K -900 -19%
IFA
592
Interactive Financial Advisors
Illinois
$314K +$222K +2,757 +243%
AA
593
Advisory Alpha
Michigan
$313K -$194K -2,239 -38%
BA
594
Bristlecone Advisors
Washington
$313K -$147K -1,827 -32%
Chevy Chase Trust
595
Chevy Chase Trust
Maryland
$312K -$157K -1,943 -33%
GIM
596
Grassi Investment Management
California
$311K +$311K +3,852 New
BSB
597
Bangor Savings Bank
Maine
$310K
WCF
598
West Coast Financial
California
$307K
AMC
599
Asset Management Corp
Illinois
$304K
SCA
600
Sage Capital Advisors
South Dakota
$304K +$4.93K +61 +2%