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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 %
DC
151
Davenport & Co
Virginia
$4.34M +$346K +3,032 +9%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$4.3M -$119K -1,039 -3%
RJT
153
Raymond James Trust
Florida
$4.26M +$33.1K +290 +0.8%
TFA
154
Tranquilli Financial Advisor
New Jersey
$4.19M +$2.48M +21,761 +146%
CAM
155
Carret Asset Management
New York
$4.18M +$379K +3,325 +10%
VCM
156
Vivaldi Capital Management
Illinois
$4.15M +$21K +171 +0.5%
TPCW
157
TD Private Client Wealth
New York
$4.15M +$22.9K +201 +0.6%
MCM
158
MV Capital Management
Maryland
$4.12M -$162K -1,417 -4%
SFG
159
Summit Financial Group
West Virginia
$4.08M +$267K +2,343 +7%
CFG
160
Citizens Financial Group
Rhode Island
$4.07M -$9.01K -79 -0.2%
Charles Schwab
161
Charles Schwab
California
$4.04M -$8.76M -76,813 -68%
AA
162
Argent Advisors
Louisiana
$3.98M -$539K -4,727 -12%
MHI
163
Miller Howard Investments
New York
$3.95M -$12.2M -107,290 -76%
WT
164
Whittier Trust
California
$3.93M +$159K +1,395 +4%
FAM
165
Flaharty Asset Management
Florida
$3.92M -$45.2K -396 -1%
BRWA
166
B. Riley Wealth Advisors
Florida
$3.92M +$2.78M +24,346 +243%
FWP
167
FAS Wealth Partners
Kansas
$3.9M +$128K +1,120 +3%
IAIM
168
International Assets Investment Management
Florida
$3.89M +$1.87M +17,853 +93%
OPCM
169
Osborne Partners Capital Management
California
$3.87M -$276K -2,416 -7%
MAWCM
170
Mine & Arao Wealth Creation & Management
California
$3.87M +$398K +3,485 +11%
SPC
171
Sigma Planning Corp
Michigan
$3.86M +$409K +3,581 +12%
PA
172
Pinnacle Associates
New York
$3.83M +$28.5K +250 +0.8%
BOTW
173
Bank of the West
California
$3.79M +$1.84M +16,166 +95%
NF
174
Nikulski Financial
Iowa
$3.77M +$144K +1,259 +4%
NA
175
NewEdge Advisors
Louisiana
$3.76M +$20.1K +176 +0.5%