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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 %
AIMC
526
Alley Investment Management Company
Illinois
$792K +$2.37K +22 +0.3%
AWM
527
Aprio Wealth Management
Georgia
$787K
WSTAM
528
Wilbanks Smith & Thomas Asset Management
Virginia
$786K -$53.6K -498 -6%
BFS
529
Bradley Foster & Sargent
Connecticut
$782K
TNB
530
Thomasville National Bank
Georgia
$774K
PGA
531
Portland Global Advisors
Maine
$772K -$43.1K -400 -5%
MWM
532
Modera Wealth Management
New Jersey
$769K -$174K -1,615 -18%
JEST
533
JTC Employer Solutions Trustee
Jersey
$767K
RCA
534
Resonant Capital Advisors
Wisconsin
$764K
RBFC
535
Roman Butler Fullerton & Co
Missouri
$762K +$960 +9 +0.1%
DJYG
536
David J. Yvars Group
Florida
$761K -$284K -2,638 -27%
EL
537
EMFO LLC
Florida
$755K +$53.8K +500 +8%
RIA
538
Realta Investment Advisors
Delaware
$751K
CFO
539
CVA Family Office
Colorado
$751K -$86.1K -800 -10%
OHWP
540
Oak Harbor Wealth Partners
North Carolina
$749K
TW
541
Transform Wealth
Colorado
$746K -$226K -2,071 -23%
HPC
542
HM Payson & Co
Maine
$745K -$80.7K -750 -10%
SWM
543
Spire Wealth Management
Virginia
$740K -$107K -997 -13%
WI
544
Wintrust Investments
Illinois
$740K -$26.2K -243 -3%
CFS
545
CRA Financial Services
New Jersey
$731K +$28.2K +262 +4%
CTC
546
Central Trust Company
Missouri
$727K +$107K +990 +17%
AL
547
Aspiriant LLC
California
$726K
FHB
548
First Hawaiian Bank
Hawaii
$726K -$77.5K -720 -10%
BTI
549
Blue Trust Inc
Georgia
$725K +$206K +1,822 +40%
FPAS
550
Focus Partners Advisor Solutions
Missouri
$706K +$23.3K +216 +3%