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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 %
PPC
526
Park Place Capital
Alabama
$966K -$405K -3,459 -30%
GVAG
527
Great Valley Advisor Group
Delaware
$961K +$63.8K +544 +7%
SMC
528
Smith, Moore & Co
Missouri
$961K +$52.7K +450 +6%
CCG
529
Chatham Capital Group
Georgia
$957K
KMWM
530
Keudell/Morrison Wealth Management
Oregon
$956K -$16.4K -140 -2%
FMTC
531
Farmers & Merchants Trust Company
California
$948K +$20.7K +177 +2%
BFA
532
Beacon Financial Advisory
Ohio
$943K +$50.7K +433 +6%
LC
533
Lindbrook Capital
California
$941K
CFO
534
CVA Family Office
Colorado
$934K +$703 +6 +0.1%
WTC
535
WhitTier Trust Company
Nevada
$927K +$171K +1,459 +23%
ABC
536
Associated Banc-Corp
Wisconsin
$926K -$23.8K -203 -3%
BCG
537
Breakwater Capital Group
New Jersey
$925K -$188K -1,605 -17%
TAM
538
Titleist Asset Management
Texas
$925K +$925K +7,893 New
SSWM
539
Sheets Smith Wealth Management
North Carolina
$923K -$46.6K -398 -5%
GAM
540
Gould Asset Management
California
$914K -$535K -4,562 -37%
CCB
541
Country Club Bank
Missouri
$908K +$302K +2,606 +50%
IWN
542
Independent Wealth Network
Iowa
$904K -$18.2K -155 -2%
SWM
543
Spire Wealth Management
Virginia
$903K +$171K +1,456 +23%
ICM
544
Islay Capital Management
Texas
$900K -$23.6K -201 -3%
FCIM
545
Fairview Capital Investment Management
California
$887K
CT
546
Cambridge Trust
Massachusetts
$886K -$16.6K -142 -2%
AIMC
547
Alley Investment Management Company
Illinois
$885K +$4.1K +35 +0.5%
FHB
548
First Hawaiian Bank
Hawaii
$874K -$7.27K -62 -0.8%
WI
549
Wintrust Investments
Illinois
$871K +$247K +2,109 +40%
SSWM
550
Strait & Sound Wealth Management
California
$869K +$23.4K +200 +3%