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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 %
FA
251
Flagstar Advisors
New York
$2.44M +$56.5K +518 +2%
ATC
252
Argent Trust Co
Tennessee
$2.43M -$323K -3,000 -12%
PCA
253
Private Capital Advisors
Connecticut
$2.43M
HNWAG
254
High Net Worth Advisory Group
Florida
$2.42M +$68K +632 +3%
SWP
255
Stratos Wealth Partners
Ohio
$2.41M -$56.2K -522 -2%
FB
256
Fulton Bank
Pennsylvania
$2.41M -$136K -1,260 -5%
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$2.4M -$2.53M -23,470 -51%
AA
258
Argent Advisors
Louisiana
$2.39M -$193K -1,790 -7%
HTC
259
Haverford Trust Company
Pennsylvania
$2.39M -$72.1K -670 -3%
HBW
260
Hazlett, Burt & Watson
West Virginia
$2.37M +$7.33K +68 +0.3%
RMAM
261
Raab & Moskowitz Asset Management
New Jersey
$2.37M +$306K +2,842 +15%
IC
262
IEQ Capital
California
$2.37M -$566K -5,254 -19%
CGA
263
Crescent Grove Advisors
Illinois
$2.35M -$205K -1,876 -8%
MAM
264
MMA Asset Management
Pennsylvania
$2.34M -$686K -6,370 -23%
NEPWA
265
New England Private Wealth Advisors
Massachusetts
$2.33M -$1.44M -13,333 -38%
MPCL
266
My Personal CFO LLC
Washington
$2.32M -$11.5K -107 -0.5%
KeyBank National Association
267
KeyBank National Association
Ohio
$2.3M -$165K -1,532 -7%
MBT
268
Montecito Bank & Trust
California
$2.29M -$63.6K -591 -3%
WWM
269
Wolff Wiese Magana
California
$2.28M +$113K +1,053 +5%
CWS
270
Cypress Wealth Services
California
$2.27M -$222K -2,059 -9%
IA
271
IFP Advisors
Florida
$2.26M -$670K -6,221 -23%
ICM
272
IMS Capital Management
Oregon
$2.24M +$238K +2,215 +12%
OA
273
Oxbow Advisors
Texas
$2.24M -$5.7M -52,990 -72%
OPCM
274
Osborne Partners Capital Management
California
$2.22M -$91.5K -850 -4%
VFA
275
Valeo Financial Advisors
Indiana
$2.21M +$250K +2,320 +13%