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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 %
SWM
501
Sculati Wealth Management
Michigan
$1.04M
SMFG
502
Sumitomo Mitsui Financial Group
Japan
$1.04M -$88.1K -752 -8%
TW
503
Transform Wealth
Colorado
$1.04M -$94.7K -808 -8%
MKA
504
M. Kulyk & Associates
Georgia
$1.04M -$15.7K -134 -1%
BA
505
Ballew Advisors
Mississippi
$1.03M +$296K +2,644 +40%
PTC
506
Private Trust Company
Ohio
$1.03M +$28K +239 +3%
HT
507
HighTower Trust
Texas
$1.02M
PTP
508
Platform Technology Partners
New York
$1.02M -$13.5K -115 -1%
BAM
509
Berkshire Asset Management
Pennsylvania
$1.02M -$145K -1,237 -12%
MWM
510
Meridian Wealth Management
Kentucky
$1.02M -$17.6K -150 -2%
PGA
511
Portland Global Advisors
Maine
$1.01M
BCWM
512
Bartlett & Co Wealth Management
Ohio
$1.01M +$115K +983 +13%
BC
513
Bartlett & Co
Ohio
$1.01M +$115K +983 +13%
NFG
514
Nations Financial Group
Iowa
$1.01M +$54.8K +468 +6%
PP
515
Patten & Patten
Tennessee
$1M -$6.45K -55 -0.6%
AIP
516
ARS Investment Partners
New York
$997K -$3.98K -34 -0.4%
FFS
517
Founders Financial Securities
Maryland
$997K -$1.7M -14,515 -63%
VCM
518
Viewpoint Capital Management
Washington
$996K +$8.79K +75 +0.9%
TF
519
TIAA FSB
Florida
$993K -$130K -1,106 -12%
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$983K +$83K +708 +9%
SB
521
Strategic Blueprint
Georgia
$981K -$91.6K -782 -9%
ACP
522
Aveo Capital Partners
Colorado
$980K +$19.6K +167 +2%
KC
523
Kades & Cheifetz
Pennsylvania
$980K -$3.75K -32 -0.4%
APA
524
Astoria Portfolio Advisors
New York
$978K -$358K -3,073 -27%
FWTB
525
First Western Trust Bank
Colorado
$974K -$1.06K -9 -0.1%