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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 %
ZF
301
Zhang Financial
Michigan
$2.4M +$234 +2 +0%
MWM
302
Mission Wealth Management
California
$2.39M +$2.39M +20,395 New
PPP
303
Private Portfolio Partners
New Jersey
$2.37M +$117K +995 +5%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$2.34M +$90.7K +774 +4%
WLPWM
305
Walled Lake Planning & Wealth Management
Illinois
$2.33M +$128K +1,089 +6%
AFS
306
Access Financial Services
Minnesota
$2.33M -$108K -920 -4%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M -$149K -1,270 -6%
MFG
308
Magnus Financial Group
New York
$2.32M +$13.1K +112 +0.6%
BDS
309
Banco de Sabadell
Florida
$2.32M +$117K +1,001 +5%
GIA
310
Gladstone Institutional Advisory
Florida
$2.3M +$156K +1,331 +7%
MDCM
311
Morgan Dempsey Capital Management
Wisconsin
$2.29M -$1.18M -10,086 -34%
WWM
312
Wolff Wiese Magana
California
$2.29M +$861K +7,350 +60%
SWP
313
Stratos Wealth Partners
Ohio
$2.28M -$446K -3,805 -16%
FNBT
314
FineMark National Bank & Trust
Florida
$2.28M +$119K +1,016 +6%
JWA
315
JFS Wealth Advisors
Pennsylvania
$2.27M -$704K -6,010 -24%
BRWA
316
B. Riley Wealth Advisors
Florida
$2.27M -$441K -3,767 -16%
CFCI
317
Comprehensive Financial Consultants Institutional
Indiana
$2.27M -$92.5K -789 -4%
ECG
318
Edge Capital Group
Georgia
$2.27M +$703K +5,997 +45%
BIP
319
Bouvel Investment Partners
Pennsylvania
$2.26M +$25K +213 +1%
RMAM
320
Raab & Moskowitz Asset Management
New Jersey
$2.24M +$85.5K +730 +4%
FBB
321
Fulton Breakefield Broenniman
Maryland
$2.23M -$53.4K -456 -2%
FTUS
322
Flow Traders U.S.
New York
$2.22M +$2.22M +18,960 New
PA
323
Parallel Advisors
California
$2.22M +$221K +1,890 +11%
IAIM
324
International Assets Investment Management
Florida
$2.22M -$642K -5,480 -22%
SFWA
325
Summit Financial Wealth Advisors
Louisiana
$2.21M