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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 %
PAI
776
Pittenger & Anderson Inc
Nebraska
$89K
PFGIA
777
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$61K -829 -41%
RTC
778
Riverview Trust Company
Washington
$88K
CS
779
Capital Square
Tennessee
$88K +$88K +1,197 New
DI
780
Disciplined Investments
Oklahoma
$87K
AP
781
Arlington Partners
Alabama
$85K +$85K +1,155 New
FPFS
782
First Personal Financial Services
North Carolina
$84K
IFA
783
Interactive Financial Advisors
Illinois
$83K -$114K -1,558 -58%
TL
784
TrueWealth LLC
Georgia
$83K
BCA
785
Bray Capital Advisors
Florida
$81K -$21.4K -293 -21%
PA
786
Procyon Advisors
Connecticut
$81K
SCA
787
Stuart Chaussee & Associates
California
$79K
FEG
788
Financial Enhancement Group
Indiana
$79K +$1.03K +14 +1%
BWM
789
Baystate Wealth Management
Massachusetts
$79K +$1.03K +14 +1%
GRP
790
Global Retirement Partners
California
$79K +$62.4K +844 +377%
WOC
791
West Oak Capital
California
$77K
RCM
792
Rain Capital Management
Oregon
$75K
CB
793
Community Bank
New York
$74K
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$74K
IRAG
795
Investment Research & Advisory Group
Georgia
$74K
LWANC
796
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K +$2.49K +34 +4%
WEC
797
Winslow Evans & Crocker
Massachusetts
$70K
MWM
798
MBE Wealth Management
Wisconsin
$70K +$70K +956 New
TFS
799
TrustCore Financial Services
Tennessee
$69K -$5.46K -74 -7%
HDIM
800
Hanson & Doremus Investment Management
Vermont
$69K