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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 %
JAG
426
Journey Advisory Group
Kentucky
$1.13M
RBC
427
Romano Brothers & Co
Illinois
$1.13M
FCFC
428
First Citizens Financial Corp
Iowa
$1.13M
TWP
429
Tempus Wealth Planning
California
$1.12M -$1.08K -10 -0.1%
XF
430
XML Financial
Maryland
$1.11M -$77K -715 -6%
AAMC
431
Asset Allocation & Management Company
Illinois
$1.11M
PA
432
PFG Advisors
Arizona
$1.1M -$3.67M -34,076 -77%
SC
433
Savant Capital
Illinois
$1.1M -$9.47K -88 -0.9%
TFCP
434
Twin Focus Capital Partners
Massachusetts
$1.1M
IWM
435
IHT Wealth Management
Illinois
$1.1M -$33.7K -313 -3%
AC
436
Abbrea Capital
California
$1.09M
PS
437
Planned Solutions
California
$1.09M -$251K -2,333 -19%
RWA
438
River Wealth Advisors
Pennsylvania
$1.08M -$62.8K -583 -5%
IBOK
439
Independence Bank of Kentucky
Kentucky
$1.08M -$129K -1,200 -11%
RWP
440
RWA Wealth Partners
Massachusetts
$1.08M +$314K +2,913 +41%
WWC
441
Waypoint Wealth Counsel
Georgia
$1.07M -$100K -933 -9%
MA
442
MKT Advisors
California
$1.07M -$61.5K -585 -5%
SFG
443
StrategIQ Financial Group
Indiana
$1.07M -$18.9K -176 -2%
FFN
444
Focus Financial Network
Minnesota
$1.07M -$53.8K -500 -5%
FCP
445
Fidelis Capital Partners
Florida
$1.07M
NL
446
NWAM LLC
Washington
$1.07M -$1.69M -15,685 -61%
KBFS
447
Kohmann Bosshard Financial Services
Ohio
$1.06M +$15.1K +140 +1%
CNBTD
448
Citizens National Bank Trust Department
Mississippi
$1.05M +$25.5K +237 +2%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$1.05M -$16.6K -154 -2%
BAM
450
Belpointe Asset Management
Nevada
$1.05M -$23.4K -217 -2%