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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 %
RWG
776
Regal Wealth Group
California
$47K +$568 +7 +1%
CHAM
777
Clear Harbor Asset Management
Connecticut
$46.8K +$46.8K +574 New
EWM
778
Endurance Wealth Management
Rhode Island
$46K
CP
779
Covenant Partners
Tennessee
$46K
TFGT
780
TS Financial Group (TSFG)
Illinois
$45K -$150K -1,823 -77%
BWP
781
Baldwin Wealth Partners
Massachusetts
$45K
SIS
782
Sound Income Strategies
Florida
$45K
FFW
783
Fusion Family Wealth
New York
$44K -$815 -10 -2%
TCM
784
Tradewinds Capital Management
Washington
$42K -$8.08K -100 -16%
LWM
785
Liberty Wealth Management
California
$42K +$408 +5 +1%
MM
786
Main Management
California
$41K -$82K -1,000 -67%
FA
787
Financial Advantage
Maryland
$40K
BA
788
Ballast Advisors
Minnesota
$40K
FPB
789
First PREMIER Bank
South Dakota
$37K
GFPC
790
Global Financial Private Client
Florida
$36.6K
AWA
791
Artemis Wealth Advisors
New York
$36.1K +$408 +5 +1%
CDIA
792
Capital Directions Investment Advisors
Georgia
$36K
OFG
793
Oxford Financial Group
Indiana
$35K +$35K +429 New
FMTCOCP
794
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K
ACA
795
Aptus Capital Advisors
Alabama
$31K
ME
796
McIlrath & Eck
Washington
$31K
FPFS
797
First Personal Financial Services
North Carolina
$29K -$7.79K -97 -21%
RCA
798
Ranch Capital Advisors
Florida
$29K -$1.6K -20 -5%
ANBT
799
American National Bank & Trust
Texas
$29K
LB
800
Legacy Bridge
Iowa
$29K