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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 %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$1.59M -$7.11K -66 -0.4%
MSFS
352
Main Street Financial Solutions
Pennsylvania
$1.59M -$4.74K -44 -0.3%
HH
353
Hilltop Holdings
Texas
$1.58M +$55.4K +515 +4%
MFG
354
Magnus Financial Group
New York
$1.57M
CAM
355
Cozad Asset Management
Illinois
$1.55M -$2.69K -25 -0.2%
RIA
356
Regal Investment Advisors
Michigan
$1.55M +$16.8K +156 +1%
GFP
357
Gryphon Financial Partners
Ohio
$1.55M +$29.4K +273 +2%
EWM
358
Edge Wealth Management
New York
$1.54M
WCM
359
WealthBridge Capital Management
Ohio
$1.53M +$63.3K +588 +4%
LWANC
360
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.52M
NS
361
NBC Securities
Alabama
$1.51M +$1.51M +13,991 New
WF
362
Welch & Forbes
Massachusetts
$1.5M +$26K +242 +2%
CCM
363
Coldstream Capital Management
Washington
$1.5M -$30.9K -287 -2%
CB
364
Cadence Bank
Mississippi
$1.49M
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$1.49M +$1.49M +13,805 New
SWP
366
Summit Wealth Partners
Florida
$1.49M -$46.7K -434 -3%
SI
367
Stephens Inc
Arkansas
$1.48M -$34.1K -317 -2%
WPW
368
Waldron Private Wealth
Pennsylvania
$1.48M -$159K -1,478 -10%
GBWM
369
Granite Bay Wealth Management
New Hampshire
$1.46M +$1.46M +12,852 New
SB
370
Simmons Bank
Arkansas
$1.46M
RIA
371
Richwood Investment Advisors
Ohio
$1.45M +$3.01K +28 +0.2%
CG
372
Colony Group
Massachusetts
$1.45M -$91.6K -851 -6%
CWM
373
Circle Wealth Management
New Jersey
$1.45M +$1.45M +13,455 New
CFP
374
Catalyst Financial Partners
Massachusetts
$1.44M +$646K +6,000 +81%
FHA
375
Flagship Harbor Advisors
Massachusetts
$1.44M +$170K +1,582 +13%