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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 %
AWM
626
AllSquare Wealth Management
New York
$265K -$2.69K -33 -1%
RIA
627
Realta Investment Advisors
Delaware
$265K +$36.7K +450 +16%
M
628
MOTCO
Texas
$265K +$108K +1,321 +69%
CA
629
Crewe Advisors
Utah
$264K -$332K -4,077 -56%
WCG
630
Weaver Consulting Group
California
$262K -$16.3K -200 -6%
Two Sigma Investments
631
Two Sigma Investments
New York
$262K +$262K +3,209 New
CCT
632
Country Club Trust
Missouri
$261K +$261K +3,210 New
KPWS
633
Kestra Private Wealth Services
Texas
$259K +$259K +3,180 New
WPA
634
West Paces Advisors
Georgia
$257K
RWB
635
RMR Wealth Builders
New Jersey
$255K +$220K +2,693 +619%
AFAS
636
Acorn Financial Advisory Services
Virginia
$250K +$978 +12 +0.4%
TGAM
637
TBH Global Asset Management
Tennessee
$249K -$3.1K -38 -1%
NB
638
Northwest Bancshares
Pennsylvania
$249K
SFWC
639
Strategic Family Wealth Counselors
New Jersey
$249K +$1.95K +24 +0.8%
HWA
640
Heritage Wealth Advisors
Virginia
$246K
NIC
641
Northwest Investment Counselors
Oregon
$245K -$3.26K -40 -1%
NC
642
NewSquare Capital
Pennsylvania
$244K -$8.56K -105 -3%
AP
643
Appleton Partners
Massachusetts
$244K
MG
644
Mather Group
Illinois
$243K -$365K -4,477 -60%
NAMP
645
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K
IF
646
IRON Financial
Illinois
$241K +$2.04K +25 +0.9%
WIC
647
Woodmont Investment Counsel
Tennessee
$240K
PAS
648
Partnervest Advisory Services
California
$239K -$326 -4 -0.1%
MMPW
649
Mitchell McLeod Pugh & Williams
Alabama
$239K
AA
650
AlphaMark Advisors
Kentucky
$238K -$8.31K -102 -3%