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iShares Select Dividend ETF

1,027 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 388 increasing their positions, 296 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+26
Holders Change %
+2.6%
% of All Funds
17.93%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
388
Reduced
296
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
601
TruWealth Advisors
Louisiana
$515K +$9.68K +83 +2%
SFS
602
Summit Financial Strategies
Ohio
$512K
OCM
603
Orion Capital Management
California
$510K
Bessemer Group
604
Bessemer Group
New Jersey
$507K +$26.2K +225 +5%
VNA
605
Valley National Advisers
Pennsylvania
$506K
CMP
606
Courage Miller Partners
Virginia
$500K +$31.9K +273 +7%
GVAG
607
Great Valley Advisor Group
Delaware
$498K -$18.3K -157 -4%
HC
608
Hoese & Co
Minnesota
$492K
Simplex Trading
609
Simplex Trading
Illinois
$489K -$2.63M -22,613 -84%
TSWM
610
Triangle Securities Wealth Management
North Carolina
$489K
1WA
611
180 Wealth Advisors
Washington
$486K -$6.5K -55 -1%
WF
612
WoodTrust Financial
Wisconsin
$485K -$2.92K -25 -0.6%
BFC
613
Bedel Financial Consulting
Indiana
$482K
AMCA
614
Arthur M. Cohen & Associates
Illinois
$482K +$2.1K +18 +0.4%
CCM
615
Covington Capital Management
California
$481K
SSB
616
Sandy Spring Bank
Maryland
$477K -$39.1K -335 -8%
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$473K +$1.63K +14 +0.3%
CBT
618
CoreFirst Bank & Trust
Kansas
$472K
VHAM
619
Van Hulzen Asset Management
California
$471K
PWM
620
Perigon Wealth Management
California
$467K -$112K -962 -19%
BHB
621
Bank Hapoalim BM
Israel
$467K
F
622
F3Logic
Minnesota
$467K +$33.6K +288 +8%
UR
623
USCA RIA
Texas
$466K
HHGA
624
Halbert Hargrove Global Advisors
California
$466K +$3.85K +33 +0.8%
CSIC
625
Clifford Swan Investment Counsel
California
$461K