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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 %
MLL
601
Moody Lynn & Lieberson
Massachusetts
$294K
KFC
602
Klingenstein Fields & Co
New York
$293K
MA
603
Montag & Associates
Georgia
$293K
TP
604
Tranquility Partners
Tennessee
$291K
MC
605
Moors & Cabot
Massachusetts
$290K -$83.1K -1,019 -22%
PBF
606
Petix & Botte Financial
California
$289K -$295K -3,621 -50%
FWM
607
FSA Wealth Management
Massachusetts
$285K
CA
608
Cornerstone Advisory
Maryland
$284K -$20.2K -247 -7%
ST
609
Sabal Trust
Florida
$283K
SFG
610
SNS Financial Group
Minnesota
$283K +$75.7K +930 +37%
IAMOG
611
Investors Asset Management of Georgia
Georgia
$282K -$12.2K -150 -4%
CWC
612
Carolinas Wealth Consulting
North Carolina
$281K +$2.04K +25 +0.7%
CPSC
613
Carl P. Sherr & Co
Massachusetts
$280K -$16.2K -198 -5%
EW
614
Evoke Wealth
California
$280K +$1.22K +15 +0.4%
KPCM
615
Kings Point Capital Management
New York
$279K -$82 -1 -0%
CCMG
616
Clark Capital Management Group
Pennsylvania
$278K +$278K +3,407 New
PFS
617
Prospera Financial Services
Texas
$276K -$900K -11,044 -77%
FA
618
FC Advisory
Pennsylvania
$275K -$58.1K -713 -17%
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$275K -$6.52K -80 -2%
SWA
620
SFMG Wealth Advisors
Texas
$273K -$9.06K -111 -3%
PGWM
621
Parisi Gray Wealth Management
New Jersey
$272K
SIC
622
Samalin Investment Counsel
New York
$271K +$29.4K +361 +12%
AIA
623
Arbor Investment Advisors
North Carolina
$270K +$1.06K +13 +0.4%
WG
624
Welch Group
Alabama
$266K +$163 +2 +0.1%
SPA
625
Sentinel Pension Advisors
Massachusetts
$266K +$266K +3,263 New