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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 %
GFS
676
GYL Financial Synergies
Connecticut
$210K
EP
677
Eudaimonia Partners
Tennessee
$209K -$74.4K -913 -26%
RG
678
Retirement Group
California
$208K -$57.4K -705 -22%
FFA
679
First Foundation Advisors
California
$206K -$27.7K -339 -12%
HZ
680
Hixon Zuercher
Ohio
$206K +$206K +2,523 New
AOWM
681
Alpha Omega Wealth Management
Virginia
$205K -$16.1K -198 -7%
AIFAIM
682
American Institute for Advanced Investment Management
Arizona
$204K
SNBOSCI
683
Security National Bank of Sioux City Iowa
Iowa
$204K
HTHT
684
Hemenway Trust Hemenway Trust
New Hampshire
$204K
AFC
685
AFT Forsyth & Company
Florida
$204K
CHA
686
Carmichael Hill & Associates
Maryland
$204K +$18K +220 +10%
WIA
687
World Investment Advisors
California
$203K
MIM
688
Moseley Investment Management
Florida
$203K
GAM
689
Grandview Asset Management
Pennsylvania
$202K -$1.88K -23 -0.9%
FCCM
690
First City Capital Management
Georgia
$202K +$202K +2,350 New
FWM
691
Fairhaven Wealth Management
Illinois
$202K +$202K +2,475 New
RFN
692
RDA Financial Network
Iowa
$202K +$202K +2,476 New
CFA
693
Carroll Financial Associates
North Carolina
$201K
SNT
694
Security National Trust
West Virginia
$201K +$17.4K +213 +9%
UBV
695
United Bank (Virginia)
Virginia
$200K +$200K +2,459 New
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$197K -$61.7K -755 -24%
GWS
697
Glassman Wealth Services
Virginia
$197K
RCM
698
Rain Capital Management
Oregon
$197K +$1.63K +20 +0.8%
CTB
699
Country Trust Bank
Illinois
$190K +$119K +1,460 +169%
AIM
700
Anchor Investment Management
South Carolina
$190K +$163 +2 +0.1%