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iShares Select Dividend ETF

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Shares
Change %
State Street
251
State Street
Massachusetts
$2.96M +$13.7K +117 +0.5%
SFS
252
Sowell Financial Services
Arkansas
$2.93M -$506K -4,321 -15%
BAM
253
Belpointe Asset Management
Nevada
$2.91M -$1.14M -9,729 -28%
PFT
254
Providence First Trust
Arizona
$2.91M -$23.1K -197 -0.8%
AIM
255
Allen Investment Management
New York
$2.89M
KFA
256
Kapstone Financial Advisors
Ohio
$2.88M
FB
257
Fulton Bank
Pennsylvania
$2.87M +$103K +881 +4%
HCM
258
Howland Capital Management
Massachusetts
$2.87M +$76.2K +650 +3%
VWA
259
Visionary Wealth Advisors
Illinois
$2.87M +$234K +2,001 +9%
SC
260
Scotia Capital
Ontario, Canada
$2.87M +$32.3K +276 +1%
NCM
261
Narwhal Capital Management
Georgia
$2.85M +$618K +5,270 +28%
JIC
262
Joel Isaacson & Co
New York
$2.84M +$1.17K +10 +0%
MOS
263
MGO One Seven
Ohio
$2.82M -$427K -3,648 -13%
CIA
264
Caerus Investment Advisors
Texas
$2.82M
HR
265
Hardy Reed
Mississippi
$2.81M
AA
266
Argent Advisors
Louisiana
$2.81M +$1.25M +10,638 +80%
AP
267
Arlington Partners
Alabama
$2.8M +$93.7K +800 +3%
MPCL
268
My Personal CFO LLC
Washington
$2.75M +$1.4M +11,990 +105%
CGA
269
Crescent Grove Advisors
Illinois
$2.74M +$8.32K +71 +0.3%
CWS
270
Cypress Wealth Services
California
$2.73M -$150K -1,283 -5%
SIA
271
SkyView Investment Advisors
New Jersey
$2.72M -$184K -1,566 -6%
FCAG
272
First Capital Advisors Group
New Jersey
$2.72M -$184K -1,566 -6%
PCA
273
Private Capital Advisors
Connecticut
$2.72M
CAL
274
Capital Analysts LLC
Pennsylvania
$2.71M +$21.3K +182 +0.8%
MBT
275
Montecito Bank & Trust
California
$2.7M -$127K -1,088 -5%