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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 %
CP
826
Covenant Partners
Tennessee
$42K -$19K -255 -31%
JCM
827
Jacobi Capital Management
Pennsylvania
$42K +$22.9K +311 +120%
HS
828
Horan Securities
United States
$42K +$42K +577 New
EWM
829
Endurance Wealth Management
Rhode Island
$41K
BWP
830
Baldwin Wealth Partners
Massachusetts
$40K -$4.83K -66 -11%
FFW
831
Fusion Family Wealth
New York
$40K
MSFP
832
Mark Sheptoff Financial Planning
Connecticut
$40K
WFMPM
833
Woodley Farra Manion Portfolio Management
Indiana
$39K
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$38K
AC
835
AlphaCore Capital
California
$37K -$44.8K -606 -55%
JFA
836
JNBA Financial Advisors
Minnesota
$37K
LWM
837
Liberty Wealth Management
California
$37K +$365 +5 +1%
PP
838
Pacifica Partners
Canada
$37K +$37K +500 New
AF
839
Advisornet Financial
Minnesota
$36K -$11.3K -155 -24%
BA
840
Ballast Advisors
Minnesota
$36K
FPB
841
First PREMIER Bank
South Dakota
$34K -$37.3K -500 -52%
AWA
842
Artemis Wealth Advisors
New York
$32.2K
CDIA
843
Capital Directions Investment Advisors
Georgia
$32K
GFPC
844
Global Financial Private Client
Florida
$31.4K
DWM
845
Darwin Wealth Management
Florida
$30K +$30K +422 New
ClearBridge Investments
846
ClearBridge Investments
New York
$29K
BC
847
Barnett & Company
Tennessee
$29K
FMTCOCP
848
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K -$9.33K -125 -25%
ACA
849
Aptus Capital Advisors
Alabama
$28K
ME
850
McIlrath & Eck
Washington
$28K