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iShares Select Dividend ETF

1,166 hedge funds and large institutions have $8.45B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+144
Holders Change %
+14.09%
% of All Funds
18.01%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.59%
New
209
Increased
397
Reduced
305
Closed
45
Calls
$105M
Puts
$23.5M
Net Calls
+$81.4M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
401
Colony Group
Massachusetts
$1.43M +$9.19K +75 +0.6%
BAS
402
Brown Advisory Securities
Maryland
$1.41M -$334K -2,726 -19%
OPS
403
Orion Portfolio Solutions
Nebraska
$1.41M +$42.3K +345 +3%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$1.41M +11,526 New
UL
405
Unionview LLC
Washington
$1.41M +$1.41M +11,528 New
CP
406
Cumberland Partners
Ontario, Canada
$1.41M +$405K +3,300 +40%
RIM
407
Rockbridge Investment Management
New York
$1.4M +$25.1K +205 +2%
AIM
408
Aspen Investment Management
Michigan
$1.4M +$1.4M +11,379 New
SFG
409
StrategIQ Financial Group
Indiana
$1.39M +$18K +147 +1%
PB
410
Pinnacle Bancorp
Nebraska
$1.39M -$40K -326 -3%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$1.38M +$31.5K +257 +2%
TFCP
412
Twin Focus Capital Partners
Massachusetts
$1.37M -$1.1K -9 -0.1%
ZB
413
Zions Bancorporation
Utah
$1.37M +$1.35M +10,981 +5,229%
KTA
414
Keeley-Teton Advisors
Illinois
$1.37M
AI
415
Atria Investments
North Carolina
$1.37M -$603K -4,918 -31%
TF
416
TIAA FSB
Florida
$1.36M +$1.36M +11,112 New
OIA
417
Optimum Investment Advisors
Illinois
$1.35M -$110K -897 -8%
GIA
418
Gladstone Institutional Advisory
Florida
$1.35M +$335K +2,732 +33%
LWM
419
Laidlaw Wealth Management
New York
$1.35M +$1.35M +11,041 New
TFS
420
Thoroughbred Financial Services
Tennessee
$1.35M -$4.17K -34 -0.3%
Canada Pension Plan Investment Board
421
Canada Pension Plan Investment Board
Ontario, Canada
$1.35M +$1.35M +11,000 New
BL
422
Balentine LLC
Georgia
$1.34M +$99K +807 +8%
WP
423
WealthSource Partners
California
$1.34M +$12.9K +105 +1%
MMA
424
Miracle Mile Advisors
California
$1.34M +$30.9K +252 +2%
LWAC
425
Laurel Wealth Advisors (California)
California
$1.32M +$56.6K +462 +4%