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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 %
CFP
551
Catalyst Financial Partners
Massachusetts
$868K +$392K +3,345 +82%
OHWP
552
Oak Harbor Wealth Partners
North Carolina
$868K +$117 +1 +0%
BHWM
553
Bar Harbor Wealth Management
New Hampshire
$866K
APP
554
Avantax Planning Partners
Iowa
$862K +$1.52K +13 +0.2%
TNB
555
Thomasville National Bank
Georgia
$861K +$43.9K +375 +5%
TYCC
556
Texas Yale Capital Corp
Florida
$855K
SFS
557
Stiles Financial Services
Minnesota
$853K -$3.7M -31,537 -81%
AIC
558
Archer Investment Corporation
Indiana
$852K
CAAS
559
Capital Asset Advisory Services
Michigan
$851K -$1.29K -11 -0.2%
BFS
560
Bradley Foster & Sargent
Connecticut
$851K
KPWS
561
Kestra Private Wealth Services
Texas
$850K -$54.6K -466 -6%
FTS
562
Fifth Third Securities
Ohio
$849K +$607K +5,176 +250%
CM
563
Columbus Macro
Pennsylvania
$849K
UBS AM
564
UBS AM
Illinois
$841K +$841K +7,173 New
JEST
565
JTC Employer Solutions Trustee
Jersey
$835K
First Manhattan
566
First Manhattan
New York
$826K -$11.7K -100 -1%
AWM
567
Aprio Wealth Management
Georgia
$824K
RCA
568
Resonant Capital Advisors
Wisconsin
$820K
BFG
569
Bleakley Financial Group
New Jersey
$818K -$398K -3,397 -33%
LIA
570
LS Investment Advisors
Michigan
$809K -$70.3K -600 -8%
ORC
571
O'Rourke & Company
Massachusetts
$804K -$9.14K -78 -1%
DAS
572
Dynamic Advisor Solutions
Arizona
$802K +$86.9K +742 +12%
GCM
573
G2 Capital Management
Ohio
$801K
EL
574
EMFO LLC
Florida
$799K +$79.5K +678 +11%
DWM
575
Dakota Wealth Management
Florida
$792K -$23.4K -200 -3%