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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 %
PL
276
Plancorp LLC
Missouri
$2.21M -$46.8K -435 -2%
SAF
277
Smith Anglin Financial
Texas
$2.2M -$198K -1,839 -8%
WLPWM
278
Walled Lake Planning & Wealth Management
Illinois
$2.2M +$28.6K +266 +1%
CAG
279
Csenge Advisory Group
Florida
$2.2M -$659K -6,119 -23%
CAL
280
Capital Analysts LLC
Pennsylvania
$2.2M -$135K -1,258 -6%
MWM
281
Mission Wealth Management
California
$2.18M -$42.2K -392 -2%
CFGS
282
Concourse Financial Group Securities
Alabama
$2.18M +$82.9K +760 +4%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$2.18M +$95.7K +889 +5%
MMG
284
Monetary Management Group
Missouri
$2.15M
ECG
285
Edge Capital Group
Georgia
$2.15M
SPWG
286
Syntegra Private Wealth Group
Missouri
$2.14M -$15.7K -146 -0.7%
BRWA
287
B. Riley Wealth Advisors
Florida
$2.14M +$94.8K +869 +5%
PPP
288
Private Portfolio Partners
New Jersey
$2.13M -$35.1K -326 -2%
SGCA
289
Steel Grove Capital Advisors
Tennessee
$2.12M -$1.06M -9,834 -33%
WT
290
Whittier Trust
California
$2.09M +$37.1K +345 +2%
AFS
291
Access Financial Services
Minnesota
$2.08M -$1.83K -17 -0.1%
OIA
292
OneDigital Investment Advisors
Kansas
$2.07M +$152K +1,411 +8%
BDS
293
Banco de Sabadell
Florida
$2.07M -$204K -1,893 -9%
ZF
294
Zhang Financial
Michigan
$2.07M -$4.63K -43 -0.2%
TC
295
Trilogy Capital
California
$2.06M +$2.06M +19,105 New
OA
296
Operose Advisors
Wisconsin
$2.05M
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$2.05M +$108K +1,000 +6%
FNBT
298
FineMark National Bank & Trust
Florida
$2.04M -$150K -1,390 -7%
IAIM
299
International Assets Investment Management
Florida
$2.03M -$59.4K -553 -3%
BIP
300
Bouvel Investment Partners
Pennsylvania
$2.03M +$4.84K +45 +0.2%