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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 %
CCWA
301
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M -$54.7K -508 -3%
FAIM
303
Financial Advocates Investment Management
Washington
$2M -$209K -1,939 -9%
AFO
304
Arrowroot Family Office
California
$1.96M -$24.7K -229 -1%
BCA
305
Bay Colony Advisors
Massachusetts
$1.96M +$134K +1,241 +7%
PA
306
Parallel Advisors
California
$1.95M -$2.15K -20 -0.1%
CFCI
307
Comprehensive Financial Consultants Institutional
Indiana
$1.93M -$52K -483 -3%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$105K +973 +6%
MFWP
309
Mosaic Family Wealth Partners
Missouri
$1.9M +$6.03K +56 +0.3%
FHC
310
First Heartland Consultants
Missouri
$1.9M +$1.64M +15,219 +629%
USB
311
Union Savings Bank
Connecticut
$1.87M -$54K -502 -3%
WAM
312
Weinberger Asset Management
California
$1.86M
AI
313
Atria Investments
North Carolina
$1.86M -$1.26M -11,695 -40%
AWM
314
Aberdeen Wealth Management
Illinois
$1.86M
FIM
315
Fernwood Investment Management
Massachusetts
$1.84M +$35.2K +327 +2%
MWM
316
Meridian Wealth Management
Kentucky
$1.84M +$915K +8,500 +99%
PNC
317
Park National Corp
Ohio
$1.82M -$27.6K -256 -1%
PLU
318
Performa Ltd (US)
South Carolina
$1.82M
APWM
319
Atlas Private Wealth Management
New York
$1.82M -$140K -1,305 -7%
CCG
320
Cypress Capital Group
Florida
$1.8M -$25.5K -237 -1%
EWM
321
Evercore Wealth Management
New York
$1.79M -$393K -3,653 -18%
CGH
322
Crossmark Global Holdings
Texas
$1.79M
FBB
323
Fulton Breakefield Broenniman
Maryland
$1.79M -$142K -1,320 -7%
PAA
324
Peregrine Asset Advisers
Oregon
$1.78M +$1.2M +11,123 +207%
AIM
325
Alhambra Investment Management
Florida
$1.77M +$7.21K +67 +0.4%