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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 %
MDCM
876
Morgan Dempsey Capital Management
Wisconsin
$13K
PWMG
877
Prestige Wealth Management Group
New Jersey
$13K +$1.87K +26 +17%
SAM
878
S.A. Mason
Michigan
$12K -$25.2K -350 -68%
PK
879
Pflug Koory
Nebraska
$12K
LFG
880
Larson Financial Group
Missouri
$11K +$7.14K +100 +185%
SWA
881
Stratos Wealth Advisors
Ohio
$11K +$11K +155 New
FM
882
Family Management
New York
$10K
QCMC
883
Quantum Capital Management (California)
California
$9K -$1.71K -24 -16%
RFA
884
Reilly Financial Advisors
California
$9K
LPWM
885
Lake Point Wealth Management
Texas
$8K -$28.9K -401 -78%
HFM
886
Hartford Financial Management
Connecticut
$8K
WAM
887
Wolverine Asset Management
Illinois
$7K -$6.99M -99,900 -100%
MCM
888
Manchester Capital Management
Vermont
$7K
QCG
889
Quadrant Capital Group
Ohio
$7K
JWBC
890
John W. Brooker & Co
California
$7K
DAM
891
Delta Asset Management
Tennessee
$6K -$2K -25 -25%
MF
892
Manchester Financial
California
$4K
PFSC
893
Peoples Financial Services Corp
Pennsylvania
$4K
LGWM
894
Litman Gregory Wealth Management
California
$4K
GFPC
895
Global Financial Private Capital
Florida
$3K -$833 -10 -22%
SFA
896
Stewardship Financial Advisors
Georgia
$3K
OFG
897
OmniStar Financial Group
North Carolina
$3K +$3K +43 New
FP
898
Financial Perspectives
Minnesota
$2.05K +$73 +1 +4%
CI
899
CX Institutional
Indiana
$2K -$741 -10 -27%
SFA
900
Semmax Financial Advisors
North Carolina
$2K