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iShares Select Dividend ETF

907 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 261 increasing their positions, 407 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-105
Holders Change %
-10.38%
% of All Funds
20.04%
Holding in Top 10
35
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-28.57%
% of All Funds
0.77%
New
68
Increased
261
Reduced
407
Closed
160
Calls
$25.1M
Puts
$32.8M
Net Calls
-$7.71M
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
726
Sentinel Trust
Texas
$203K
DBT
727
Dubuque Bank & Trust
Iowa
$202K +$7.35K +100 +4%
CIAS
728
Capital Investment Advisory Services
North Carolina
$202K +$57K +774 +39%
FMC
729
First Merchants Corp
Indiana
$201K
SW
730
SVB Wealth
Massachusetts
$196K -$6.39M -87,017 -97%
NC
731
NewSquare Capital
Pennsylvania
$195K
TRCT
732
Tower Research Capital (TRC)
New York
$188K +$188K +2,549 New
AA
733
Ancora Advisors
Ohio
$187K -$41.5K -565 -18%
GWS
734
Glassman Wealth Services
Virginia
$185K +$7.36K +100 +4%
GSWM
735
Golden State Wealth Management
California
$182K +$182K +2,470 New
BFO
736
Biltmore Family Office
North Carolina
$181K +$63.3K +860 +54%
PMFA
737
Plante Moran Financial Advisors
Michigan
$179K -$44.1K -600 -20%
CBT
738
Capital Bank & Trust
California
$178K +$105K +1,429 +144%
TFGT
739
TS Financial Group (TSFG)
Illinois
$173K +$125K +1,697 +259%
SMFS
740
Squar Milner Financial Services
California
$171K -$94.3K -1,288 -36%
AIM
741
Anchor Investment Management
South Carolina
$170K -$8.16K -111 -5%
RWA
742
Ropes Wealth Advisors
Massachusetts
$170K +$2.94K +40 +2%
ECM
743
Elgethun Capital Management
South Dakota
$167K
CHA
744
Carmichael Hill & Associates
Maryland
$167K +$3.45K +47 +2%
CB
745
CNB Bank
Pennsylvania
$166K
LSA
746
Lion Street Advisors
Texas
$166K +$166K +2,254 New
SNT
747
Security National Trust
West Virginia
$165K
PCFFS
748
Pacific Center for Financial Services
California
$163K
LWA
749
Lenox Wealth Advisors
New York
$163K +$22K +300 +16%
CWM
750
Cedar Wealth Management
California
$151K +$6.75K +92 +5%