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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 %
FIA
501
Foundations Investment Advisors
Arizona
$862K -$14K -130 -2%
RPCONE
502
Retirement Planning Company of New England
Rhode Island
$858K -$220K -2,041 -20%
AIC
503
Archer Investment Corporation
Indiana
$854K
WTC
504
WhitTier Trust Company
Nevada
$852K
DWM
505
Dakota Wealth Management
Florida
$851K +$102K +943 +14%
FTWA
506
Fifth Third Wealth Advisors
Ohio
$851K +$538 +5 +0.1%
TAM
507
Titleist Asset Management
Texas
$850K
SSWM
508
Sheets Smith Wealth Management
North Carolina
$849K
FFS
509
Founders Financial Securities
Maryland
$845K -$1.39M -12,873 -62%
TI
510
Trexquant Investment
Connecticut
$844K +$515K +4,786 +157%
CT
511
Cambridge Trust
Massachusetts
$842K +$2.48K +23 +0.3%
GAM
512
Gould Asset Management
California
$834K +$1.18K +11 +0.1%
E
513
ETFidea
New York
$830K -$236K -2,194 -22%
ORC
514
O'Rourke & Company
Massachusetts
$823K -$2.8K -26 -0.3%
CCB
515
Country Club Bank
Missouri
$822K
ICM
516
Islay Capital Management
Texas
$819K -$12.1K -112 -1%
FCBT
517
First Citizens Bank & Trust
North Carolina
$816K -$1.24M -11,557 -60%
AWM
518
Axxcess Wealth Management
California
$815K +$815K +7,575 New
FCIM
519
Fairview Capital Investment Management
California
$815K
CAAS
520
Capital Asset Advisory Services
Michigan
$810K -$45.1K -418 -5%
BC
521
Bartlett & Co
Ohio
$807K -$16.4K -150 -2%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$807K -$16.4K -150 -2%
APP
523
Avantax Planning Partners
Iowa
$805K +$14.6K +136 +2%
MPI
524
Mairs & Power Inc
Minnesota
$802K +$802K +7,450 New
BHWM
525
Bar Harbor Wealth Management
New Hampshire
$795K