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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 %
ICP
726
Interchange Capital Partners
Pennsylvania
$245K +$245K +2,556 New
FFA
727
First Foundation Advisors
California
$244K +$963 +10 +0.4%
HZ
728
Hixon Zuercher
Ohio
$243K
NAG
729
Northstar Advisory Group
New Jersey
$243K +$243K +2,531 New
TCWM
730
Total Clarity Wealth Management
Illinois
$242K +$242K +2,515 New
SIC
731
Sigma Investment Counselors
Michigan
$242K +$242K +2,521 New
MCM
732
Maryland Capital Management
Maryland
$241K -$9.6K -100 -4%
SNBOSCI
733
Security National Bank of Sioux City Iowa
Iowa
$241K
AIFAIM
734
American Institute for Advanced Investment Management
Arizona
$241K
SAM
735
Secure Asset Management
Michigan
$240K -$144K -1,500 -38%
NWA
736
Navis Wealth Advisors
New York
$240K +$240K +2,500 New
MCM
737
Mengis Capital Management
Oregon
$240K +$240K +2,500 New
MIM
738
Moseley Investment Management
Florida
$239K
CFA
739
Carroll Financial Associates
North Carolina
$238K
LWP
740
Legacy Wealth Planning
Nevada
$237K -$28.6K -297 -11%
UBV
741
United Bank (Virginia)
Virginia
$237K
PP
742
Professional Planning
California
$237K +$237K +2,465 New
AOWM
743
Alpha Omega Wealth Management
Virginia
$236K -$5.76K -60 -2%
KPCM
744
Kings Point Capital Management
New York
$234K -$94.4K -983 -29%
GWS
745
Glassman Wealth Services
Virginia
$232K
EP
746
Eudaimonia Partners
Tennessee
$229K -$17.6K -183 -7%
CCA
747
Clearwater Capital Advisors
Illinois
$229K +$229K +2,378 New
FMW
748
Farr Miller & Washington
District of Columbia
$228K +$228K +2,375 New
FFA
749
Founders Financial Alliance
North Carolina
$227K -$1.13M -11,741 -83%
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
$227K -$36.1K -375 -14%