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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 %
WAL
526
W Advisors LLC
Tennessee
$833K +$2.57K +24 +0.3%
AWM
527
Avior Wealth Management
Nebraska
$832K +$107 +1 +0%
SMC
528
Smith, Moore & Co
Missouri
$826K -$57.4K -535 -6%
AWM
529
Aprio Wealth Management
Georgia
$822K +$476K +4,444 +138%
Marshall Wace
530
Marshall Wace
United Kingdom
$820K +$85.7K +800 +12%
WIM
531
WealthPlan Investment Management
Nebraska
$817K +$817K +6,698 New
FHB
532
First Hawaiian Bank
Hawaii
$816K
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$814K +$70.5K +658 +9%
SB
534
Strategic Blueprint
Georgia
$812K +$812K +7,569 New
FCIM
535
Fairview Capital Investment Management
California
$811K
BA
536
Ballew Advisors
Mississippi
$808K +$9.33K +86 +1%
PA
537
PFG Advisors
Arizona
$808K +$808K +7,538 New
AIC
538
Archer Investment Corporation
Indiana
$806K
CA
539
CapWealth Advisors
Tennessee
$805K -$66.2K -617 -8%
LIA
540
LS Investment Advisors
Michigan
$805K
SBIA
541
Sheaff Brock Investment Advisors
Indiana
$799K +$8.69K +81 +1%
OHWP
542
Oak Harbor Wealth Partners
North Carolina
$794K +$215 +2 +0%
RSWM
543
Robertson Stephens Wealth Management
California
$794K +$393K +3,664 +98%
BHWM
544
Bar Harbor Wealth Management
New Hampshire
$792K
CCG
545
Chatham Capital Group
Georgia
$783K
TYCC
546
Texas Yale Capital Corp
Florida
$782K
CM
547
Columbus Macro
Pennsylvania
$777K
VAS
548
Vestmark Advisory Solutions
Massachusetts
$775K +$205K +1,913 +36%
TNB
549
Thomasville National Bank
Georgia
$773K -$10.2K -95 -1%
PO
550
Private Ocean
California
$773K +$211K +1,968 +38%