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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 %
TWA
426
TCI Wealth Advisors
Arizona
$1.43M -$58K -495 -4%
SCA
427
Snowden Capital Advisors
New York
$1.43M -$28.6K -244 -2%
IRC
428
Investors Research Corp
Georgia
$1.42M -$352 -3 -0%
NL
429
NWAM LLC
Washington
$1.42M -$2.07M -17,694 -59%
PWP
430
Perfromance Wealth Partners
Illinois
$1.41M -$28.8K -246 -2%
PB
431
Pinnacle Bancorp
Nebraska
$1.41M +$1.99K +17 +0.1%
EW
432
Evoke Wealth
California
$1.41M
SWM
433
Sugarloaf Wealth Management
Georgia
$1.4M +$703 +6 +0.1%
FHA
434
Flagship Harbor Advisors
Massachusetts
$1.39M +$15.2K +130 +1%
WA
435
WBH Advisory
Maryland
$1.39M +$1.39M +11,845 New
AF
436
Advisornet Financial
Minnesota
$1.38M +$101K +860 +8%
AL
437
Aspiriant LLC
California
$1.38M +$67.4K +575 +5%
RWA
438
River Wealth Advisors
Pennsylvania
$1.38M -$33.6K -287 -2%
XF
439
XML Financial
Maryland
$1.36M +$23K +196 +2%
MA
440
MKT Advisors
California
$1.35M -$23K -196 -2%
E
441
ETFidea
New York
$1.35M +$270K +2,304 +25%
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$1.35M +$128K +1,092 +10%
SWA
443
Sutton Wealth Advisors
Florida
$1.35M -$7.97K -68 -0.6%
CW
444
CreativeOne Wealth
Kansas
$1.35M -$25.2K -215 -2%
ADL
445
Asset Dedication LLC
California
$1.33M
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$235K -2,003 -15%
RCAG
447
Rehmann Capital Advisory Group
Michigan
$1.32M -$12.9K -110 -1%
Citigroup
448
Citigroup
New York
$1.3M -$3.32M -28,352 -72%
TF
449
Tompkins Financial
New York
$1.3M
RA
450
RFG Advisory
Alabama
$1.29M +$58.1K +496 +5%