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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 %
BAM
476
Berkshire Asset Management
Pennsylvania
$944K
CW
477
Connectus Wealth
Ohio
$939K -$12.4K -115 -1%
PTP
478
Platform Technology Partners
New York
$936K -$1.62K -15 -0.2%
FMTC
479
Farmers & Merchants Trust Company
California
$932K
TPWA
480
TRUE Private Wealth Advisors
Oregon
$926K
FNB
481
Farmers National Bank
Kentucky
$923K -$71.4K -663 -7%
PIA
482
Pinion Investment Advisors
Kansas
$921K +$367K +3,413 +66%
AIP
483
ARS Investment Partners
New York
$916K
JCM
484
Jag Capital Management
Missouri
$916K -$89.1K -828 -9%
FCH
485
Freestone Capital Holdings
Washington
$910K -$457K -4,247 -33%
ACP
486
Aveo Capital Partners
Colorado
$908K -$13.2K -123 -1%
SVWAG
487
Sound View Wealth Advisors Group
Georgia
$903K +$108 +1 +0%
FA
488
Fiducient Advisors
Illinois
$900K +$900K +8,361 New
LNB
489
Ledyard National Bank
$900K -$47.7K -443 -5%
MC
490
Moors & Cabot
Massachusetts
$899K -$33.3K -309 -4%
CCG
491
Chatham Capital Group
Georgia
$893K +$14K +130 +2%
PPC
492
Park Place Capital
Alabama
$890K +$1.51K +14 +0.2%
SNBOSD
493
Security National Bank of So Dak
Iowa
$880K -$86.1K -800 -9%
BFA
494
Beacon Financial Advisory
Ohio
$878K +$9.69K +90 +1%
KMWM
495
Keudell/Morrison Wealth Management
Oregon
$878K
PP
496
Patten & Patten
Tennessee
$877K -$16.9K -157 -2%
QCM
497
Quantinno Capital Management
New York
$877K +$546K +5,068 +165%
ABC
498
Associated Banc-Corp
Wisconsin
$865K +$14.1K +131 +2%
AWA
499
Arkadios Wealth Advisors
Georgia
$864K +$199K +1,848 +30%
LC
500
Lindbrook Capital
California
$864K