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iShares Select Dividend ETF

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$19.4M -$12.5K -130 -0.1%
FNBTCON
52
First National Bank & Trust Co of Newtown
Pennsylvania
$18.6M -$201K -2,091 -1%
OWA
53
One Wealth Advisors
California
$18M -$1.65M -17,111 -8%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$17.5M +$1.82M +18,271 +12%
EIP
55
Ellis Investment Partners
Pennsylvania
$17.2M -$956K -9,941 -5%
GT
56
Glenmede Trust
Pennsylvania
$16.3M -$1.68M -17,449 -9%
William Blair & Company
57
William Blair & Company
Illinois
$16.1M +$1.45M +15,038 +10%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$15.8M +$3.39M +35,259 +27%
KAS
59
Kestra Advisory Services
Texas
$15.7M +$994K +10,423 +7%
Franklin Resources
60
Franklin Resources
California
$15.6M -$806K -8,380 -5%
CIA
61
Capital Investment Advisors
Georgia
$15.3M -$310K -3,226 -2%
CFB
62
Cullen/Frost Bankers
Texas
$14M -$322K -3,344 -2%
NAM
63
NorthCoast Asset Management
Connecticut
$13.9M -$306K -3,173 -2%
MHI
64
Miller Howard Investments
New York
$13.7M +$10M +104,351 +278%
PCIA
65
Prime Capital Investment Advisors
Kansas
$13.1M -$812K -8,446 -6%
HFA
66
High Falls Advisors
New York
$12.3M +$2.53M +26,297 +26%
LW
67
Linscomb Wealth
Texas
$11.9M -$527K -5,478 -4%
PP
68
Prudential plc
United Kingdom
$11.8M -$2.37M -24,630 -17%
NAM
69
NTV Asset Management
West Virginia
$11.6M +$308K +3,203 +3%
KCM
70
Karp Capital Management
California
$11.1M +$352K +3,660 +3%
Charles Schwab
71
Charles Schwab
California
$10.8M +$8.22M +85,450 +319%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$10.6M +$3.51M +36,461 +50%
LF
73
Lee Financial
Texas
$10.6M -$260K -2,705 -2%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$10.2M +$5M +51,982 +96%
NEAM
75
New England Asset Management
Connecticut
$10.2M +$2.34M +24,300 +30%