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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 %
WAM
351
WFA Asset Management
Wisconsin
$1.95M -$39.7K -339 -2%
LFAS
352
Level Four Advisory Services
Texas
$1.92M -$154K -1,317 -7%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$149K +1,273 +8%
NSCM
354
New South Capital Management
Tennessee
$1.91M -$11.7K -100 -0.6%
IAG
355
Investment Advisory Group
Massachusetts
$1.91M -$18.3K -156 -0.9%
AIM
356
Alhambra Investment Management
Florida
$1.9M -$8.91K -76 -0.5%
KWM
357
Kaydan Wealth Management
Michigan
$1.89M -$98.8K -843 -5%
HCM
358
HMS Capital Management
Tennessee
$1.89M -$14.4K -123 -0.8%
CGH
359
CMG Global Holdings
Texas
$1.89M -$7.97K -68 -0.4%
FSA
360
Franklin Street Advisors
North Carolina
$1.88M
EAM
361
Evanson Asset Management
California
$1.87M -$74.6K -637 -4%
JE
362
JMAC Enterprises
Pennsylvania
$1.87M +$60.8K +519 +3%
TCA
363
Transcend Capital Advisors
New Jersey
$1.84M +$703 +6 +0%
AMG
364
Asset Management Group
Connecticut
$1.84M +$15.8K +135 +0.9%
MFA
365
Mayflower Financial Advisors
Massachusetts
$1.83M -$54.5K -465 -3%
PIMG
366
Patriot Investment Management Group
Tennessee
$1.81M -$175K -1,496 -9%
AI
367
Arrien Investments
Idaho
$1.79M +$1.79M +15,316 New
MSFS
368
Main Street Financial Solutions
Pennsylvania
$1.79M +$4.22K +36 +0.2%
WPW
369
Waldron Private Wealth
Pennsylvania
$1.79M -$49.9K -426 -3%
TAM
370
Townsend Asset Management
North Carolina
$1.79M -$1.29K -11 -0.1%
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$1.78M -$344K -2,934 -16%
WA
372
Wambolt & Associates
Colorado
$1.78M -$39.3K -335 -2%
SIC
373
Salem Investment Counselors
North Carolina
$1.76M
PAM
374
Peak Asset Management
Colorado
$1.76M +$81.8K +698 +5%
CB
375
Cadence Bank
Mississippi
$1.75M -$101K -862 -5%