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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 %
RCA
851
Ranch Capital Advisors
Florida
$26K -$53.7K -750 -67%
ANBT
852
American National Bank & Trust
Texas
$26K
LB
853
Legacy Bridge
Iowa
$26K
SWM
854
Selective Wealth Management
Virginia
$26K +$3.9K +52 +18%
MWP
855
Meridian Wealth Partners
Pennsylvania
$24K +$24K +322 New
CIA
856
Cascade Investment Advisors
Oregon
$23.9K
POIA
857
Pin Oak Investment Advisors
Texas
$23K
BCM
858
Blume Capital Management
California
$23K +$23K +315 New
CCA
859
Column Capital Advisors
Indiana
$22K
SFG
860
Sowa Financial Group
Rhode Island
$22K
TC
861
Truvestments Capital
Florida
$22K +$22K +309 New
KTC
862
Kistler-Tiffany Companies
Pennsylvania
$21K
WT
863
Washington Trust
Rhode Island
$21K +$21K +284 New
EK
864
Evensky & Katz
Florida
$21K +$21K +284 New
IF
865
Ironwood Financial
Arizona
$20K -$364K -4,967 -95%
VRM
866
Vectors Research Management
New York
$20K
TFA
867
Toth Financial Advisory
Virginia
$20K
IWP
868
IAG Wealth Partners
Wisconsin
$20K +$2.53K +33 +14%
EWM
869
Edge Wealth Management
New York
$19K -$66.5K -875 -78%
BWM
870
BerganKDV Wealth Management
Minnesota
$18K -$41K -570 -70%
HWA
871
HHM Wealth Advisors
Tennessee
$18K +$18K +246 New
KFI
872
Key Financial Inc
Pennsylvania
$16K +$16K +216 New
HCM
873
Highlander Capital Management
New Jersey
$15K
AF
874
Affiance Financial
Minnesota
$15K
SIAS
875
Shine Investment Advisory Services
Colorado
$13K -$47.3K -637 -78%