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iShares Select Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$6.15M +$73.9K +768 +1%
DBIA
102
Dumont & Blake Investment Advisors
New Jersey
$6.12M -$481 -5 -0%
SW
103
SVB Wealth
Massachusetts
$6.03M -$162K -1,682 -3%
ASN
104
Advisory Services Network
Georgia
$5.98M -$132K -1,375 -2%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M +$41.8K +435 +0.7%
RFC
106
Regions Financial Corp
Alabama
$5.86M +$1.55M +16,149 +36%
OFG
107
Omega Financial Group
California
$5.86M -$75.5K -785 -1%
SI
108
Stephens Inc
Arkansas
$5.82M +$17.6K +183 +0.3%
WANY
109
Wealthspire Advisors (New York)
New York
$5.81M +$89.9K +935 +2%
PFP
110
Pinnacle Financial Partners
Tennessee
$5.75M -$13.8K -144 -0.2%
KIA
111
KCM Investment Advisors
California
$5.74M -$1.57M -16,358 -22%
CPO
112
Cerity Partners OCIO
New York
$5.64M +$283K +2,940 +5%
HCMT
113
Highland Capital Management (Tennessee)
Tennessee
$5.53M -$206K -2,140 -4%
ONB
114
Old National Bancorp
Indiana
$5.5M +$142K +1,476 +3%
HB
115
Homrich & Berg
Georgia
$5.36M -$49.3K -513 -0.9%
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$5.31M +$4.31M +44,759 +427%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$5.19M +$382K +3,976 +8%
RG
118
Rathbones Group
United Kingdom
$5.19M -$715K -7,429 -12%
SWA
119
SOA Wealth Advisors
New York
$5.15M +$5.15M +49,877 New
Edgewood Management
120
Edgewood Management
Connecticut
$4.99M -$15.2K -158 -0.3%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$4.92M -$53.6K -557 -1%
ST
122
Smithfield Trust
Pennsylvania
$4.77M -$24K -250 -0.5%
NC
123
NinePointTwo Capital
California
$4.7M +$4.7M +48,910 New
UCFA
124
United Capital Financial Advisors
Texas
$4.51M -$1.49M -15,506 -25%
KL
125
KWMG LLC
Kansas
$4.48M +$346K +3,597 +8%