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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 %
HW
276
Hancock Whitney
Mississippi
$2.7M -$282K -2,403 -9%
WWM
277
Western Wealth Management
Colorado
$2.69M -$21.7K -185 -0.8%
Squarepoint
278
Squarepoint
New York
$2.69M +$2.69M +22,967 New
CG
279
Colony Group
Massachusetts
$2.69M +$1.08M +9,238 +67%
AIM
280
Aspen Investment Management
Michigan
$2.68M +$185K +1,580 +7%
HNWAG
281
High Net Worth Advisory Group
Florida
$2.63M +$586 +5 +0%
TWC
282
TD Waterhouse Canada
Ontario, Canada
$2.62M +$1.13K +8 +0%
HBW
283
Hazlett, Burt & Watson
West Virginia
$2.59M +$129K +1,099 +5%
SAG
284
SageView Advisory Group
California
$2.58M +$2.58M +22,028 New
AF
285
Allworth Financial
California
$2.57M -$369K -3,147 -13%
HTC
286
Haverford Trust Company
Pennsylvania
$2.57M +$25.4K +217 +1%
IA
287
IFP Advisors
Florida
$2.57M -$387K -5,155 -13%
EFS
288
Essex Financial Services
Connecticut
$2.53M -$125K -1,065 -5%
OPCM
289
Osborne Partners Capital Management
California
$2.53M -$15.8K -135 -0.6%
FAIM
290
Financial Advocates Investment Management
Washington
$2.52M +$856K +7,309 +51%
VWM
291
Venturi Wealth Management
Texas
$2.51M -$676K -5,769 -21%
KeyBank National Association
292
KeyBank National Association
Ohio
$2.5M +$35.2K +300 +1%
SQA
293
Simon Quick Advisors
New Jersey
$2.47M +$16.4K +140 +0.7%
PL
294
Plancorp LLC
Missouri
$2.45M
DADC
295
D.A. Davidson & Co
Montana
$2.43M -$61.5K -525 -2%
EWM
296
Evercore Wealth Management
New York
$2.42M
Wealthfront Advisers
297
Wealthfront Advisers
California
$2.42M +$1M +8,551 +71%
DWA
298
Dorsey Wright & Associates
California
$2.41M +$211K +1,804 +10%
TPWA
299
TRUE Private Wealth Advisors
Oregon
$2.41M -$1.05M -8,939 -30%
SPWG
300
Syntegra Private Wealth Group
Missouri
$2.4M -$40.4M -344,353 -94%