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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
226
Smith Shellnut Wilson
Mississippi
$3.28M
GWM
227
Geneos Wealth Management
Colorado
$3.23M -$222K -2,075 -6%
HIA
228
Harbor Investment Advisory
Maryland
$3.22M +$1.68M +15,626 +109%
GTAM
229
Global Trust Asset Management
Florida
$3.21M +$138K +1,290 +4%
SFS
230
Stiles Financial Services
Minnesota
$3.17M +$2.39M +32,841 +310%
LC
231
Landaas & Company
Wisconsin
$3.12M +$795K +7,419 +34%
CA
232
Clearstead Advisors
Ohio
$3.11M +$331K +3,084 +12%
NL
233
NWAM LLC
Washington
$3.1M +$229K +2,132 +8%
FANJ
234
Financial Architects (New Jersey)
New Jersey
$3.08M +$3.08M +28,725 New
VWM
235
Venturi Wealth Management
Texas
$2.94M -$430K -4,009 -13%
LP
236
LGL Partners
Pennsylvania
$2.94M -$3.52M -32,851 -55%
JWCA
237
J.W. Cole Advisors
Florida
$2.86M +$80.8K +754 +3%
ATC
238
Argent Trust Co
Tennessee
$2.84M
TPWA
239
TRUE Private Wealth Advisors
Oregon
$2.83M -$515K -4,800 -15%
WT
240
Whittier Trust
California
$2.83M -$398K -3,712 -12%
TFS
241
Thoroughbred Financial Services
Tennessee
$2.82M +$759K +7,077 +37%
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$2.8M +$226K +2,105 +9%
HW
243
Hancock Whitney
Mississippi
$2.79M +$56K +522 +2%
ASFA
244
All Season Financial Advisors
Colorado
$2.78M -$38.5K -359 -1%
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$2.78M -$77K -718 -3%
GPA
246
Guidance Point Advisors
Massachusetts
$2.78M -$1.18K -11 -0%
PWA
247
Providence Wealth Advisors
Illinois
$2.77M +$571K +4,804 +26%
CT
248
Coastline Trust
Rhode Island
$2.76M +$2.76M +25,720 New
CAG
249
Csenge Advisory Group
Florida
$2.73M +$35.8K +334 +1%
FA
250
Flagstar Advisors
New York
$2.71M +$202K +1,883 +8%