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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 %
CIC
376
Carnegie Investment Counsel
Ohio
$1.42M -$5.38K -50 -0.4%
GEA
377
Glen Eagle Advisors
New Jersey
$1.42M -$82.5K -766 -5%
WP
378
WealthSource Partners
California
$1.42M -$62.6K -582 -4%
VVP
379
Venture Visionary Partners
Ohio
$1.41M -$1.29K -12 -0.1%
NCM
380
NCM Capital Management
New Jersey
$1.41M
GIA
381
Gladstone Institutional Advisory
Florida
$1.41M -$12.8K -119 -0.9%
BFPW
382
BOK Financial Private Wealth
Colorado
$1.41M -$138K -1,267 -9%
ONST
383
Old North State Trust
North Carolina
$1.4M -$48.3K -449 -3%
UL
384
Unionview LLC
Washington
$1.37M +$18.9K +176 +1%
WB
385
Webster Bank
Connecticut
$1.37M -$40.8K -379 -3%
LPT
386
Legacy Private Trust
Wisconsin
$1.37M
BWA
387
Blodgett Wealth Advisors
California
$1.36M +$22.3K +207 +2%
RFC
388
Regions Financial Corp
Alabama
$1.36M +$33K +307 +2%
TCMP
389
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.36M -$33.9K -315 -2%
LFAS
390
Level Four Advisory Services
Texas
$1.36M -$320K -2,971 -19%
AP
391
Adero Partners
California
$1.36M
CWM
392
Curi Wealth Management
North Carolina
$1.33M +$103K +954 +8%
MCCP
393
Mission Creek Capital Partners
California
$1.33M
PB
394
Pinnacle Bancorp
Nebraska
$1.32M +$8.61K +80 +0.7%
CPIG
395
Chicago Partners Investment Group
Illinois
$1.32M +$3.01K +29 +0.2%
HFA
396
High Falls Advisors
New York
$1.31M -$141K -1,312 -10%
EW
397
Evoke Wealth
California
$1.31M
ATPW
398
Ashton Thomas Private Wealth
Arizona
$1.31M -$100K -931 -7%
VPP
399
Vertex Planning Partners
Illinois
$1.3M -$26.3K -244 -2%
FNT
400
First National Trust
Pennsylvania
$1.3M -$49.5K -460 -4%