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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 %
CAL
451
Capital Advisors Ltd
Ohio
$1.29M +$43.7K +373 +4%
EIA
452
Eldridge Investment Advisors
New Hampshire
$1.28M +$62.8K +536 +5%
SYBT
453
Stock Yards Bank & Trust
Kentucky
$1.28M +$14.9K +127 +1%
KTA
454
Keeley-Teton Advisors
Illinois
$1.27M
WWC
455
Waypoint Wealth Counsel
Georgia
$1.27M -$45.8K -391 -3%
TRCT
456
Tower Research Capital (TRC)
New York
$1.26M +$1.13M +9,676 +927%
JAG
457
Journey Advisory Group
Kentucky
$1.23M +$52K +444 +4%
RBC
458
Romano Brothers & Co
Illinois
$1.23M -$11.7K -100 -0.9%
SWA
459
Sax Wealth Advisors
New Jersey
$1.22M +$59.5K +508 +5%
SFG
460
StrategIQ Financial Group
Indiana
$1.22M +$89.6K +765 +8%
FFN
461
Focus Financial Network
Minnesota
$1.22M +$30.9K +264 +3%
TWP
462
Tempus Wealth Planning
California
$1.22M +$17.6K +150 +1%
AAMC
463
Asset Allocation & Management Company
Illinois
$1.2M
RPCONE
464
Retirement Planning Company of New England
Rhode Island
$1.2M +$11.3K +96 +0.9%
TFCP
465
Twin Focus Capital Partners
Massachusetts
$1.2M
DJYG
466
David J. Yvars Group
Florida
$1.18M -$110K -941 -9%
HF
467
HRT Financial
New York
$1.18M +$1.18M +10,054 New
JCM
468
Jag Capital Management
Missouri
$1.18M -$481K -4,109 -29%
IBOK
469
Independence Bank of Kentucky
Kentucky
$1.17M
HI
470
HBK Investments
Texas
$1.17M +$1.17M +10,010 New
JFG
471
JMG Financial Group
Illinois
$1.17M -$8.09K -69 -0.7%
IWM
472
IHT Wealth Management
Illinois
$1.17M -$93.4K -797 -7%
PWM
473
Perigon Wealth Management
California
$1.16M +$4.1K +35 +0.4%
KBFS
474
Kohmann Bosshard Financial Services
Ohio
$1.16M
FCP
475
Fidelis Capital Partners
Florida
$1.15M +$874K +7,665 +312%