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iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
601
American Investment Services
Massachusetts
$315K +$138K +1,879 +78%
CA
602
Corrado Advisors
New Jersey
$311K
WJWM
603
Williams Jones Wealth Management
New York
$311K +$53.7K +730 +21%
MC
604
Moors & Cabot
Massachusetts
$307K +$11.1K +151 +4%
BWA
605
BDO Wealth Advisors
Florida
$305K +$145K +1,971 +90%
EHPM
606
Emery Howard Portfolio Management
California
$304K
ACA
607
Atlas Capital Advisors
Wyoming
$301K
SAM
608
SignalPoint Asset Management
Missouri
$300K +$88.4K +1,200 +42%
CCM
609
Coldstream Capital Management
Washington
$299K -$39.3K -534 -12%
SW
610
SkyOak Wealth
Michigan
$298K -$36.2K -492 -11%
FA
611
FC Advisory
Pennsylvania
$297K -$10.1K -137 -3%
MAM
612
Meeder Asset Management
Ohio
$295K +$222K +3,027 +306%
MFM
613
Mirsky Financial Management
New York
$292K
IAN
614
Integrated Advisors Network
Texas
$292K +$100K +1,362 +52%
EWF
615
Epstein & White Financial
California
$291K -$81.7K -1,099 -22%
MSAM
616
Moloney Securities Asset Management
Missouri
$287K -$69.4K -945 -19%
PBF
617
Petix & Botte Financial
California
$286K -$33.1K -450 -10%
GVAG
618
Great Valley Advisor Group
Delaware
$283K +$2.94K +40 +1%
KMWM
619
Keudell/Morrison Wealth Management
Oregon
$283K +$95.6K +1,300 +51%
BSB
620
Bangor Savings Bank
Maine
$282K -$388K -5,281 -58%
CWP
621
Capital Wealth Planning
Florida
$281K +$67.2K +914 +31%
CG
622
Corundum Group
Colorado
$280K -$305K -4,144 -52%
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$280K
WCF
624
West Coast Financial
California
$279K -$23.9K -326 -8%
AMC
625
Asset Management Corp
Illinois
$277K -$7.36K -100 -3%