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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 %
CIC
401
Carnegie Investment Counsel
Ohio
$1.59M +$14.5K +124 +0.9%
WFM
402
Wolff Financial Management
Michigan
$1.58M -$58.8K -502 -4%
VVP
403
Venture Visionary Partners
Ohio
$1.57M +$18.7K +160 +1%
ONST
404
Old North State Trust
North Carolina
$1.57M +$234K +2,000 +18%
FCBT
405
First Citizens Bank & Trust
North Carolina
$1.57M -$10.7K -91 -0.7%
TCMP
406
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.56M +$11.8K +102 +0.8%
LIG
407
Lokken Investment Group
Delaware
$1.55M +$1.55M +13,196 New
HH
408
Hilltop Holdings
Texas
$1.54M -$165K -1,407 -10%
WB
409
Webster Bank
Connecticut
$1.54M -$9.73K -83 -0.6%
NCM
410
NCM Capital Management
New Jersey
$1.54M
FCH
411
Freestone Capital Holdings
Washington
$1.52M -$271K -2,314 -15%
Wolverine Trading
412
Wolverine Trading
Illinois
$1.52M +$1.52M +13,104 New
SFM
413
Signet Financial Management
New Jersey
$1.52M -$60.1K -513 -4%
PS
414
Planned Solutions
California
$1.51M +$57.1K +487 +4%
CPIG
415
Chicago Partners Investment Group
Illinois
$1.5M +$2.01K +17 +0.1%
LPT
416
Legacy Private Trust
Wisconsin
$1.49M
AP
417
Adero Partners
California
$1.48M
FNT
418
First National Trust
Pennsylvania
$1.48M -$36.3K -310 -2%
WF
419
Welch & Forbes
Massachusetts
$1.48M -$20K -171 -1%
BWA
420
Blodgett Wealth Advisors
California
$1.47M
RFC
421
Regions Financial Corp
Alabama
$1.47M +$62.1K +530 +4%
UL
422
Unionview LLC
Washington
$1.47M +$7.38K +63 +0.5%
MCCP
423
Mission Creek Capital Partners
California
$1.45M +$2.23K +19 +0.2%
LNC
424
Lincoln National Corp
Pennsylvania
$1.44M +$72.1K +615 +5%
VPP
425
Vertex Planning Partners
Illinois
$1.43M +$1.22M +10,401 +574%