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iShares Select Dividend ETF

1,001 hedge funds and large institutions have $7.56B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 275 increasing their positions, 365 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+42
Holders Change %
+4.38%
% of All Funds
17.63%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.67%
New
107
Increased
275
Reduced
365
Closed
56
Calls
$136M
Puts
$39.5M
Net Calls
+$96.5M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
101
Bard Financial Services
Connecticut
$7.41M -$1.14M -9,987 -13%
OA
102
Oxbow Advisors
Texas
$7.38M -$278K -2,440 -4%
KL
103
KWMG LLC
Kansas
$7.24M +$1.93M +16,914 +36%
SW
104
SVB Wealth
Massachusetts
$7.22M +$67.9K +595 +0.9%
OWA
105
One Wealth Advisors
California
$7.18M -$14.2M -124,389 -66%
SDWIA
106
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.11M +$154K +1,353 +2%
RFC
107
Regions Financial Corp
Alabama
$7.1M +$141K +1,232 +2%
ASN
108
Advisory Services Network
Georgia
$7.07M -$21.5K -188 -0.3%
GB
109
Gunma Bank
Japan
$7.02M +$5.76M +50,500 +459%
OFG
110
Omega Financial Group
California
$6.9M -$58.5K -513 -0.8%
SI
111
Stephens Inc
Arkansas
$6.88M -$17.3K -152 -0.3%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$6.84M -$454K -3,983 -6%
WANY
113
Wealthspire Advisors (New York)
New York
$6.82M -$74.1K -649 -1%
TWM
114
Tradition Wealth Management
Minnesota
$6.77M +$5.22M +45,763 +336%
CPO
115
Cerity Partners OCIO
New York
$6.76M +$74K +649 +1%
KIA
116
KCM Investment Advisors
California
$6.71M -$102K -891 -1%
PFP
117
Pinnacle Financial Partners
Tennessee
$6.66M -$165K -1,442 -2%
Edgewood Management
118
Edgewood Management
Connecticut
$6.65M +$729K +6,390 +12%
SWA
119
SOA Wealth Advisors
New York
$6.52M +$831K +7,283 +15%
HB
120
Homrich & Berg
Georgia
$6.47M +$116K +1,021 +2%
ONB
121
Old National Bancorp
Indiana
$6.33M -$195K -1,708 -3%
MML Investors Services
122
MML Investors Services
Massachusetts
$6.12M +$1.61M +14,146 +36%
GLLW
123
Graves Light Lenhart Wealth
Virginia
$6.12M +$281K +2,459 +5%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$6.04M -$121K -1,063 -2%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$6.03M -$533K -4,671 -8%