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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 %
CPIA
326
Cornell Pochily Investment Advisors
New York
$2.21M +$19.7K +168 +0.9%
SI
327
Stephens Inc
Arkansas
$2.19M -$1.92M -16,384 -47%
Neuberger Berman Group
328
Neuberger Berman Group
New York
$2.17M +$474K +4,045 +28%
CFGS
329
Concourse Financial Group Securities
Alabama
$2.15M +$9.73K +83 +0.5%
AFO
330
Arrowroot Family Office
California
$2.14M +$2.14M +18,305 New
OA
331
Operose Advisors
Wisconsin
$2.14M +$207K +1,766 +11%
GA
332
GoalVest Advisory
New York
$2.12M -$126K -1,072 -6%
OIA
333
OneDigital Investment Advisors
Kansas
$2.1M +$474K +4,044 +29%
IC
334
IEQ Capital
California
$2.1M +$75.2K +642 +4%
ICM
335
IMS Capital Management
Oregon
$2.09M +$583K +4,973 +39%
WB
336
WesBanco Bank
West Virginia
$2.08M -$6.33K -54 -0.3%
VFA
337
Valeo Financial Advisors
Indiana
$2.08M +$7.73K +66 +0.4%
CCM
338
Coldstream Capital Management
Washington
$2.07M -$206K -1,759 -9%
SFG
339
Sterling Financial Group
California
$2.06M
MFWP
340
Mosaic Family Wealth Partners
Missouri
$2.05M +$38.6K +329 +2%
WAM
341
Weinberger Asset Management
California
$2.04M +$17.3K +148 +0.9%
APWM
342
Atlas Private Wealth Management
New York
$2.04M +$165K +1,409 +9%
AWM
343
Aberdeen Wealth Management
Illinois
$2.02M
PNC
344
Park National Corp
Ohio
$2.01M -$108K -925 -5%
CCG
345
Cypress Capital Group
Florida
$2.01M -$1.29K -11 -0.1%
FIM
346
Fernwood Investment Management
Massachusetts
$1.98M -$35.2K -300 -2%
PLU
347
Performa Ltd (US)
South Carolina
$1.98M +$1.98M +16,899 New
CGH
348
Crossmark Global Holdings
Texas
$1.97M -$103K -882 -5%
BCA
349
Bay Colony Advisors
Massachusetts
$1.96M -$5.68K -49 -0.3%
CCWA
350
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M