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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 %
RPGK
126
Retirement Planning Group (Kansas)
Kansas
$4.32M -$36.8K -501 -0.8%
JGIA
127
Jackson Grant Investment Advisers
Connecticut
$4.26M -$913K -12,410 -18%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.26M -$1.53M -20,848 -26%
DADC
129
D.A. Davidson & Co
Montana
$4.18M +$2.46M +33,409 +143%
OPCM
130
Osborne Partners Capital Management
California
$4.16M -$307K -4,173 -7%
PIA
131
Powell Investment Advisors
Florida
$4.11M +$1.18M +16,093 +40%
RA
132
RFG Advisory
Alabama
$4.06M +$1.94M +26,405 +91%
TCM
133
Twele Capital Management
Minnesota
$4M +$15.6K +212 +0.4%
JIC
134
Joel Isaacson & Co
New York
$3.91M -$88.7K -1,206 -2%
SDWIA
135
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.91M +$459K +6,237 +13%
Edgewood Management
136
Edgewood Management
Connecticut
$3.89M
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$3.88M +$355K +5,096 +10%
Citigroup
138
Citigroup
New York
$3.86M -$286K -3,893 -7%
SVWAG
139
Sound View Wealth Advisors Group
Georgia
$3.82M -$115K -1,568 -3%
RFC
140
Regions Financial Corp
Alabama
$3.82M +$75.4K +1,026 +2%
HTC
141
Haverford Trust Company
Pennsylvania
$3.75M -$89.9K -1,222 -2%
IA
142
IFG Advisors
Missouri
$3.7M -$879K -11,952 -19%
SS
143
Simplicity Solutions
Minnesota
$3.62M +$859K +11,674 +31%
SWP
144
Stratos Wealth Partners
Ohio
$3.6M -$743K -10,102 -17%
CWM
145
Connecticut Wealth Management
Connecticut
$3.56M -$416K -5,658 -10%
HCM
146
Howland Capital Management
Massachusetts
$3.47M +$201K +2,735 +6%
MA
147
MUFG Americas
New York
$3.43M -$147K -1,997 -4%
SPC
148
Sigma Planning Corp
Michigan
$3.39M -$74.2K -1,009 -2%
EVM
149
Eaton Vance Management
Massachusetts
$3.38M -$128K -1,744 -4%
JIP
150
Jaffetilchin Investment Partners
Florida
$3.38M +$2.9M +39,491 +608%