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iShares Select Dividend ETF

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
501
Viewpoint Capital Management
Washington
$988K -$17.5K -149 -2%
CCM
502
Covington Capital Management
California
$979K +$7.65K +65 +0.8%
KMWM
503
Keudell/Morrison Wealth Management
Oregon
$976K -$3.53K -30 -0.4%
SSWM
504
Sheets Smith Wealth Management
North Carolina
$970K -$14.2K -121 -1%
SMC
505
Smith, Moore & Co
Missouri
$969K +$13.4K +114 +1%
ABC
506
Associated Banc-Corp
Wisconsin
$962K
CFO
507
CVA Family Office
Colorado
$959K +$589 +5 +0.1%
ES
508
Eagle Strategies
New York
$958K +$211K +1,792 +28%
CA
509
CapWealth Advisors
Tennessee
$956K +$15.9K +135 +2%
WAG
510
Winthrop Advisory Group
Massachusetts
$955K +$60.4K +513 +7%
STCOSD
511
Sageworth Trust Company of South Dakota
South Dakota
$952K +$952K +8,091 New
LC
512
Lindbrook Capital
California
$945K
IBOK
513
Independence Bank of Kentucky
Kentucky
$943K
BWA
514
Blodgett Wealth Advisors
California
$938K +$67.1K +570 +8%
TC
515
Titleist Capital
Texas
$929K
FMTC
516
Farmers & Merchants Trust Company
California
$922K
SS
517
Sunbelt Securities
Texas
$920K +$237K +2,011 +35%
JIP
518
Jaffetilchin Investment Partners
Florida
$919K +$3.88K +33 +0.4%
IWN
519
Independent Wealth Network
Iowa
$914K +$23.1K +196 +3%
PAA
520
Peregrine Asset Advisers
Oregon
$913K -$35.3K -300 -4%
AWM
521
Avior Wealth Management
Nebraska
$913K +$107K +913 +13%
WAL
522
W Advisors LLC
Tennessee
$911K -$1.41K -12 -0.2%
AG
523
Ascent Group
Virginia
$904K -$148K -1,208 -14%
KPWS
524
Kestra Private Wealth Services
Texas
$897K -$35.2K -299 -4%
FHB
525
First Hawaiian Bank
Hawaii
$896K -$3.65K -31 -0.4%