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iShares Select Dividend ETF

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
226
Guidance Point Advisors
Massachusetts
$2.72M -$32.4K -301 -1%
HW
227
Hancock Whitney
Mississippi
$2.72M +$17.3K +161 +0.6%
Wealthfront Advisers
228
Wealthfront Advisers
California
$2.71M +$1.48M +13,775 +121%
SC
229
Scotia Capital
Ontario, Canada
$2.69M +$49.1K +456 +2%
HGERS
230
Householder Group Estate & Retirement Specialist
Arizona
$2.68M +$2.68M +24,878 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.67M +$331K +3,078 +14%
AIM
232
Allen Investment Management
New York
$2.66M
JIC
233
Joel Isaacson & Co
New York
$2.65M +$43.6K +405 +2%
SAG
234
SageView Advisory Group
California
$2.63M +$41.7K +387 +2%
SS
235
Simplicity Solutions
Minnesota
$2.61M -$351K -3,261 -12%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$244K -2,264 -9%
CIA
237
Caerus Investment Advisors
Texas
$2.59M
AAS
238
Ameritas Advisory Services
Nebraska
$2.59M +$697K +6,484 +37%
HCM
239
Howland Capital Management
Massachusetts
$2.57M -$86.6K -794 -3%
IIC
240
Ironwood Investment Counsel
Arizona
$2.57M
KFA
241
Kapstone Financial Advisors
Ohio
$2.56M +$12.9K +120 +0.5%
TWC
242
TD Waterhouse Canada
Ontario, Canada
$2.56M +$79.3K +612 +3%
DADC
243
D.A. Davidson & Co
Montana
$2.55M +$46.8K +435 +2%
WWM
244
Western Wealth Management
Colorado
$2.55M +$207K +1,923 +9%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$2.54M -$172K -1,600 -6%
FA
246
Fermata Advisors
California
$2.54M +$2.54M +23,551 New
SQA
247
Simon Quick Advisors
New Jersey
$2.5M +$249K +2,310 +11%
MCCA
248
Mill Creek Capital Advisors
Pennsylvania
$2.48M -$528K -4,902 -18%
APWA
249
Atlas Private Wealth Advisors
New Jersey
$2.48M -$309K -2,873 -11%
CTC
250
Corundum Trust Company
South Dakota
$2.45M