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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 %
MBTD
151
Mechanics Bank - Trust Department
California
$3.37M +$7.72K +105 +0.2%
MIAN
152
Mariner Independent Advisor Network
Kansas
$3.35M -$867K -12,312 -21%
GLLW
153
Graves Light Lenhart Wealth
Virginia
$3.31M -$41.4K -563 -1%
MCM
154
MAI Capital Management
Ohio
$3.26M +$233K +3,162 +8%
MCM
155
MV Capital Management
Maryland
$3.25M +$104K +1,416 +3%
SDAM
156
Shulman DeMeo Asset Management
New York
$3.12M -$114K -1,548 -4%
AR
157
Advisory Research
Illinois
$3.1M
GG
158
Gofen & Glossberg
Illinois
$3.05M +$13K +177 +0.4%
ST
159
Smithfield Trust
Pennsylvania
$3.05M -$142K -1,926 -4%
LP
160
LGL Partners
Pennsylvania
$3.02M -$2.69M -36,644 -47%
KA
161
Klingman & Associates
New York
$2.98M -$89K -1,210 -3%
HSA
162
HBK Sorce Advisory
Pennsylvania
$2.94M +$2.22M +30,138 +308%
CFSG
163
Community Financial Services Group
Vermont
$2.87M +$419K +5,695 +17%
BC
164
Brinker Capital
Pennsylvania
$2.76M +$451K +6,137 +20%
PNC
165
Park National Corp
Ohio
$2.74M -$158K -2,152 -5%
GPA
166
Guidance Point Advisors
Massachusetts
$2.72M -$461K -6,276 -15%
FWM
167
FFT Wealth Management
Pennsylvania
$2.7M +$6.62K +90 +0.2%
Franklin Resources
168
Franklin Resources
California
$2.69M -$2.87K -39 -0.1%
CAL
169
Capital Analysts LLC
Pennsylvania
$2.69M -$168K -2,288 -6%
IWC
170
Integrated Wealth Concepts
Massachusetts
$2.68M +$1.57M +21,406 +143%
NF
171
Nikulski Financial
Iowa
$2.67M +$40.1K +546 +2%
FCFC
172
First Commonwealth Financial Corp
Pennsylvania
$2.66M +$256K +3,479 +11%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$2.63M -$116K -1,580 -4%
RJT
174
Raymond James Trust
Florida
$2.63M +$512K +6,964 +24%
FCBT
175
First Citizens Bank & Trust
North Carolina
$2.62M +$849K +11,539 +48%