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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 %
CAL
276
Capital Analysts LLC
Pennsylvania
$2.38M +$17.9K +167 +0.8%
OPCM
277
Osborne Partners Capital Management
California
$2.36M -$79.9K -745 -3%
State Street
278
State Street
Massachusetts
$2.35M -$1.5K -14 -0.1%
SQA
279
Simon Quick Advisors
New Jersey
$2.35M
HTC
280
Haverford Trust Company
Pennsylvania
$2.34M -$197K -1,841 -8%
APA
281
American Portfolios Advisors
New York
$2.32M -$978K -9,121 -30%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.32M -$32.8K -306 -1%
ZF
283
Zhang Financial
Michigan
$2.32M +$251K +2,342 +12%
MDCM
284
Morgan Dempsey Capital Management
Wisconsin
$2.3M +$2.3M +21,407 New
PL
285
Plancorp LLC
Missouri
$2.24M
CFCI
286
Comprehensive Financial Consultants Institutional
Indiana
$2.23M -$163K -1,473 -7%
EWM
287
Evercore Wealth Management
New York
$2.22M
CGA
288
Crescent Grove Advisors
Illinois
$2.2M +$163K +1,516 +8%
HBW
289
Hazlett, Burt & Watson
West Virginia
$2.19M +$26.7K +249 +1%
JWA
290
JFS Wealth Advisors
Pennsylvania
$2.13M -$24.3K -227 -1%
BRWA
291
B. Riley Wealth Advisors
Florida
$2.12M +$815K +7,596 +62%
AFS
292
Access Financial Services
Minnesota
$2.11M +$54K +504 +3%
BDS
293
Banco de Sabadell
Florida
$2.11M +$28.3K +263 +1%
FBB
294
Fulton Breakefield Broenniman
Maryland
$2.09M -$325K -3,030 -13%
BIP
295
Bouvel Investment Partners
Pennsylvania
$2.08M -$28.5K -266 -1%
PNC
296
Park National Corp
Ohio
$2.07M -$71.7K -669 -3%
WLPWM
297
Walled Lake Planning & Wealth Management
Illinois
$2.06M +$36K +336 +2%
NCM
298
Narwhal Capital Management
Georgia
$2.05M +$64.3K +600 +3%
AIM
299
Alhambra Investment Management
Florida
$2.04M +$110K +1,030 +6%
AIM
300
Aspen Investment Management
Michigan
$2.04M +$17.6K +164 +0.9%