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iShares Select Dividend ETF

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
TYCC
551
Texas Yale Capital Corp
Florida
$827K
TNB
552
Thomasville National Bank
Georgia
$815K -$17.4K -154 -2%
JEST
553
JTC Employer Solutions Trustee
Jersey
$807K
WI
554
Wintrust Investments
Illinois
$806K -$35.7K -315 -4%
RWP
555
RWA Wealth Partners
Massachusetts
$804K +$452K +3,985 +128%
RCA
556
Resonant Capital Advisors
Wisconsin
$793K
IWN
557
Independent Wealth Network
Iowa
$792K -$81.3K -718 -9%
DWM
558
Dakota Wealth Management
Florida
$789K +$22.7K +200 +3%
OHWP
559
Oak Harbor Wealth Partners
North Carolina
$788K -$50.9K -449 -6%
LIA
560
LS Investment Advisors
Michigan
$783K
BFS
561
Bradley Foster & Sargent
Connecticut
$782K -$40.4K -357 -5%
GCM
562
G2 Capital Management
Ohio
$774K
NW
563
NewEdge Wealth
Pennsylvania
$769K +$330K +2,910 +75%
BWA
564
BDO Wealth Advisors
Florida
$769K +$13.4K +118 +2%
AL
565
Aspiriant LLC
California
$765K -$571K -5,040 -43%
BFG
566
Bleakley Financial Group
New Jersey
$756K -$35.2K -311 -4%
RIA
567
Realta Investment Advisors
Delaware
$751K +$182K +1,606 +32%
SFS
568
Stiles Financial Services
Minnesota
$748K -$76.9K -679 -9%
JIP
569
Jaffetilchin Investment Partners
Florida
$746K -$1.36K -12 -0.2%
RWS
570
Resolute Wealth Strategies
Mississippi
$745K -$12K -106 -2%
WP
571
WealthPLAN Partners
Nebraska
$741K -$15.5K -137 -2%
CFS
572
CRA Financial Services
New Jersey
$739K +$25.7K +227 +4%
Toronto Dominion Bank
573
Toronto Dominion Bank
Ontario, Canada
$739K
EL
574
EMFO LLC
Florida
$738K -$35.3K -312 -5%
NFG
575
Nations Financial Group
Iowa
$737K -$236K -2,085 -24%