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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
501
Grimes & Company
Massachusetts
$909K +$3K +28 +0.3%
Jane Street
502
Jane Street
New York
$908K +$638K +5,950 +237%
WAG
503
Winthrop Advisory Group
Massachusetts
$904K +$33.5K +312 +4%
SMFG
504
Sumitomo Mitsui Financial Group
Japan
$903K -$205K -1,908 -18%
VCM
505
Viewpoint Capital Management
Washington
$901K +$1.07K +10 +0.1%
APA
506
Astoria Portfolio Advisors
New York
$898K +$109K +1,018 +14%
FWTB
507
First Western Trust Bank
Colorado
$896K -$7.72K -72 -0.9%
RTS
508
Round Table Services
New Jersey
$894K -$49.7K -464 -5%
KPWS
509
Kestra Private Wealth Services
Texas
$894K +$76.7K +715 +9%
KMWM
510
Keudell/Morrison Wealth Management
Oregon
$889K
SSWM
511
Sheets Smith Wealth Management
North Carolina
$888K +$4.29K +40 +0.5%
STCOSD
512
Sageworth Trust Company of South Dakota
South Dakota
$877K +$9.01K +84 +1%
AG
513
Ascent Group
Virginia
$873K -$1.06K -9 -0.1%
CFO
514
CVA Family Office
Colorado
$873K
ABC
515
Associated Banc-Corp
Wisconsin
$869K -$6.97K -65 -0.8%
LC
516
Lindbrook Capital
California
$861K
IBOK
517
Independence Bank of Kentucky
Kentucky
$859K
HWA
518
Heartwood Wealth Advisors
Virginia
$858K +$297K +2,774 +53%
TC
519
Titleist Capital
Texas
$846K
CT
520
Cambridge Trust
Massachusetts
$844K -$94.7K -883 -10%
JIP
521
Jaffetilchin Investment Partners
Florida
$844K +$6.11K +57 +0.7%
FMTC
522
Farmers & Merchants Trust Company
California
$840K
PWM
523
Perigon Wealth Management
California
$840K +$33.4K +311 +4%
BFS
524
Bradley Foster & Sargent
Connecticut
$834K +$83.3K +777 +11%
IWN
525
Independent Wealth Network
Iowa
$833K +$322 +3 +0%