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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 %
JSC
676
Jackson Square Capital
California
$232K +$168K +2,080 +261%
EWP
677
Engrave Wealth Partners
Texas
$232K +$170K +2,105 +271%
FFA
678
First Foundation Advisors
California
$231K -$23.7K -294 -9%
FLPIM
679
F.L. Putnam Investment Management
Massachusetts
$230K -$16.7K -207 -7%
TCOV
680
Trust Company of Vermont
Vermont
$230K
MIM
681
Marco Investment Management
Georgia
$229K -$20.2K -250 -8%
SW
682
SkyOak Wealth
Michigan
$228K -$99.5K -1,230 -30%
CWM
683
Cabot Wealth Management
Massachusetts
$228K -$12.5K -156 -5%
CFS
684
CRA Financial Services
New Jersey
$226K -$44.5K -550 -16%
RIA
685
Realta Investment Advisors
Delaware
$226K +$226K +2,795 New
PCA
686
Providence Capital Advisors
North Carolina
$223K -$21.9K -271 -9%
LWP
687
Legacy Wealth Planning
Nevada
$223K -$8.08K -100 -3%
ST
688
Sentinel Trust
Texas
$222K
HL
689
HeadInvest LLC
Maine
$221K -$131K -1,625 -37%
SIA
690
Soltis Investment Advisors
Utah
$221K -$82.2K -1,019 -27%
FMC
691
First Merchants Corp
Indiana
$221K
SAM
692
Strategy Asset Managers
California
$219K -$15.3K -190 -7%
AOWM
693
Alpha Omega Wealth Management
Virginia
$219K +$219K +2,715 New
LC
694
LCNB Corp
Ohio
$218K -$16.9K -210 -7%
DAC
695
Dividend Assets Capital
South Carolina
$216K -$77.1K -953 -26%
WIA
696
World Investment Advisors
California
$216K -$25K -289 -10%
BB
697
Bell Bank
North Dakota
$214K -$159K -1,968 -43%
Asset Management One
698
Asset Management One
Japan
$212K -$25.8K -320 -11%
MCM
699
Maryland Capital Management
Maryland
$211K -$28.3K -350 -12%
BAAM
700
Baker Avenue Asset Management
California
$210K +$210K +2,600 New