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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 %
IWN
551
Independent Wealth Network
Iowa
$706K -$46.9K -436 -6%
Toronto Dominion Bank
552
Toronto Dominion Bank
Ontario, Canada
$703K +$431 +4 +0.1%
GVAG
553
Great Valley Advisor Group
Delaware
$701K +$14.7K +137 +2%
SC
554
SouthState Corp
Florida
$700K
JWM
555
Jupiter Wealth Management
Colorado
$698K +$698K +6,548 New
AGC
556
Aspen Grove Capital
Colorado
$696K +$164K +1,500 +31%
WAL
557
W Advisors LLC
Tennessee
$694K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$693K +$218K +2,008 +46%
KC
559
Kades & Cheifetz
Pennsylvania
$692K -$203K -1,887 -23%
WP
560
WealthPLAN Partners
Nebraska
$681K -$23.1K -215 -3%
FGA
561
Fortis Group Advisors
New Jersey
$681K +$44.5K +380 +7%
RWS
562
Resolute Wealth Strategies
Mississippi
$680K -$28K -260 -4%
MKA
563
M. Kulyk & Associates
Georgia
$680K -$193K -1,792 -22%
IFPG
564
Intrepid Financial Planning Group
Indiana
$679K +$184K +1,710 +37%
PAS
565
Park Avenue Securities
New York
$679K +$679K +6,308 New
LIA
566
LS Investment Advisors
Michigan
$679K -$64.6K -600 -9%
AWM
567
Apollon Wealth Management
South Carolina
$679K -$1.15M -10,658 -63%
HI
568
Harbour Investments
Wisconsin
$676K -$7.11K -66 -1%
DAS
569
Dynamic Advisor Solutions
Arizona
$668K +$6.89K +64 +1%
AP
570
Appleton Partners
Massachusetts
$666K +$666K +6,184 New
UCB
571
United Community Bank
South Carolina
$662K +$662K +6,151 New
TCA
572
Trifecta Capital Advisors
Illinois
$660K
SMC
573
Smith, Moore & Co
Missouri
$654K +$48.3K +449 +8%
GCM
574
G2 Capital Management
Ohio
$653K -$83.1K -772 -11%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$651K