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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 %
RWA
701
Ropes Wealth Advisors
Massachusetts
$188K
BFO
702
Biltmore Family Office
North Carolina
$184K
CB
703
CNB Bank
Pennsylvania
$184K
CF
704
Centaurus Financial
California
$183K -$276K -3,378 -60%
GC
705
Grace Capital
Massachusetts
$180K -$542K -6,662 -75%
PMFA
706
Plante Moran Financial Advisors
Michigan
$179K -$19.8K -243 -10%
PCFFS
707
Pacific Center for Financial Services
California
$170K -$4.17K -51 -2%
CWM
708
Cedar Wealth Management
California
$168K
GWMIA
709
Global Wealth Management Investment Advisory
Florida
$162K -$43.4K -532 -21%
BWA
710
BDO Wealth Advisors
Florida
$153K -$16.6K -204 -10%
GSWM
711
Golden State Wealth Management
California
$150K +$150K +1,836 New
FEG
712
Financial Enhancement Group
Indiana
$139K +$17.3K +212 +14%
MMG
713
Monetary Management Group
Missouri
$139K +$81.3K +1,000 +141%
FCM
714
Firestone Capital Management
Florida
$137K
FFC
715
First Financial Corp
Indiana
$136K -$9.77K -120 -7%
WB
716
West Bancorporation
Iowa
$131K -$976 -12 -0.7%
LWS
717
Lucia Wealth Services
California
$129K -$720K -8,805 -85%
SA
718
SRH Advisors
Kansas
$128K
FRA
719
Front Row Advisors
California
$124K
CICI
720
Capital Investment Counsel Inc
North Carolina
$123K +$19.6K +240 +19%
PR
721
Payden & Rygel
California
$122K
AC
722
Asio Capital
Kentucky
$122K
CIAS
723
CBIZ Investment Advisory Services
Ohio
$121K -$119K
ATC
724
Adirondack Trust Company
New York
$115K
EWM
725
Edge Wealth Management
New York
$114K +$93.6K +1,150 +460%