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iShares Select Dividend ETF
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Overview Fund Activity

959 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 243 increasing their positions, 361 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+106
Holders Change %
+12.43%
% of All Funds
17.02%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
243
Reduced
361
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$51M
2
Wells Fargo
Wells Fargo
California
+$46.1M
3
PI
PFS Investments
Georgia
+$28.6M
4
VFP
Verus Financial Partners
Virginia
+$20.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$19.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
HNB
Huntington National Bank
Ohio
-$18.3M
3
AAS
Avantax Advisory Services
Texas
-$14.4M
4
UBS Group
UBS Group
Switzerland
-$10.7M
5
HWA
Heartwood Wealth Advisors
Virginia
-$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
976
Aveo Capital Partners
Colorado
– -$333K -4,088 Closed
SHJ
977
Sharkey, Howes & Javer
Colorado
– -$305K -3,740 Closed
SC
978
Searle & Co
Connecticut
– -$304K -3,725 Closed
SPA
979
Sentinel Pension Advisors
Massachusetts
– -$266K -3,263 Closed
AP
980
Appleton Partners
Massachusetts
– -$244K -2,987 Closed
MMPW
981
Mitchell McLeod Pugh & Williams
Alabama
– -$239K -2,937 Closed
SYBT
982
Stock Yards Bank & Trust
Kentucky
– -$226K -2,778 Closed
CFS
983
CRA Financial Services
New Jersey
– -$220K -2,695 Closed
PCMK
984
Paragon Capital Management (Kansas)
Kansas
– -$218K -2,677 Closed
AFC
985
AFT Forsyth & Company
Florida
– -$204K -2,505 Closed
HTHT
986
Hemenway Trust Hemenway Trust
New Hampshire
– -$204K -2,500 Closed
FCCM
987
First City Capital Management
Georgia
– -$202K -2,350 Closed
GSWM
988
Golden State Wealth Management
California
– -$150K -1,836 Closed
SXL
989
Summit X LLC
Missouri
– -$897 -1,775 Closed
CPW
990
Catalyst Private Wealth
California
– -$82K -1,000 Closed
EFSCE
991
Enterprise Financial Services Corp (EFSC)
Missouri
– -$82K -1,000 Closed
BBL
992
Beck Bode LLC
Massachusetts
– -$59K -728 Closed
CHAM
993
Clear Harbor Asset Management
Connecticut
– -$46.8K -574 Closed
CDIA
994
Capital Directions Investment Advisors
Georgia
– -$36K -440 Closed
LFASL
995
Lugano Financial Advisors SA (LFA)
Switzerland
– -$28K -331 Closed
S
996
SignatureFD
Georgia
– -$23K -281 Closed
BWM
997
BNC Wealth Management
Oregon
– -$15K -180 Closed
PFWA
998
Paces Ferry Wealth Advisors
Georgia
– -$14K -169 Closed
TF
999
TimeScale Financial
Massachusetts
– -$12K -150 Closed
TWP
1000
TFO Wealth Partners
Ohio
– -$8K -102 Closed
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