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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 %
MPCL
301
My Personal CFO LLC
Washington
$2.03M -$1.79M -8,716 -47%
CPIA
302
Cornell Pochily Investment Advisors
New York
$2M +$15.8K +147 +0.8%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$1.98M +$227K +2,121 +13%
KeyBank National Association
304
KeyBank National Association
Ohio
$1.96M +$53.2K +496 +3%
CGH
305
Crossmark Global Holdings
Texas
$1.96M -$16.5K -154 -0.8%
MFG
306
Magnus Financial Group
New York
$1.96M +$28.1K +262 +1%
DADC
307
D.A. Davidson & Co
Montana
$1.96M +$55.3K +565 +3%
FNBT
308
FineMark National Bank & Trust
Florida
$1.93M
NSCM
309
New South Capital Management
Tennessee
$1.92M
PIMG
310
Patriot Investment Management Group
Tennessee
$1.91M
PPP
311
Private Portfolio Partners
New Jersey
$1.91M +$36.3K +339 +2%
CHC
312
City Holding Co
West Virginia
$1.91M +$135K +1,258 +8%
Allianz Asset Management
313
Allianz Asset Management
Germany
$1.9M -$1.55M -14,500 -45%
ECG
314
Edge Capital Group
Georgia
$1.89M +$234K +2,185 +14%
HFA
315
High Falls Advisors
New York
$1.89M -$91.3K -852 -5%
WAM
316
Weinberger Asset Management
California
$1.86M -$30K -280 -2%
AWM
317
Aberdeen Wealth Management
Illinois
$1.86M
FWCM
318
Ferguson Wellman Capital Management
Oregon
$1.86M -$67K -625 -3%
EAM
319
Evanson Asset Management
California
$1.86M -$812K -7,571 -30%
WB
320
WesBanco Bank
West Virginia
$1.85M -$2.57K -24 -0.1%
FIM
321
Fernwood Investment Management
Massachusetts
$1.85M -$247K -2,304 -12%
KWM
322
Kaydan Wealth Management
Michigan
$1.84M -$32.6K -304 -2%
PA
323
Parallel Advisors
California
$1.83M +$42.1K +393 +2%
BCA
324
Bay Colony Advisors
Massachusetts
$1.82M -$1.61K -15 -0.1%
CG
325
Colony Group
Massachusetts
$1.81M +$366K +3,416 +25%