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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
576
Peoples Bank (Ohio)
Ohio
$685K +$167K +1,561 +32%
FIA
577
Foundations Investment Advisors
Arizona
$685K +$397K +3,699 +138%
NP
578
NorthRock Partners
Minnesota
$683K +$55.2K +515 +9%
SVWAG
579
Sound View Wealth Advisors Group
Georgia
$675K -$2.68K -25 -0.4%
CA
580
Calton & Associates
Florida
$667K +$42.5K +396 +7%
HAIM
581
Hunter Associates Investment Management
Pennsylvania
$663K
DAS
582
Dynamic Advisor Solutions
Arizona
$654K -$120K -1,115 -15%
FNBOSM
583
First National Bank of South Miami
Florida
$653K +$18.2K +170 +3%
SWM
584
Spire Wealth Management
Virginia
$652K -$4.6M -42,878 -88%
WDG
585
Wealth Dimensions Group
Ohio
$649K -$25.7K -240 -4%
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$649K -$8.58K -80 -1%
EL
587
EMFO LLC
Florida
$645K
FCA
588
FinTrust Capital Advisors
South Carolina
$643K -$5.4K -48 -0.8%
DIP
589
DT Investment Partners
Pennsylvania
$643K
GPA
590
Guerra Pan Advisors
New Jersey
$639K +$53K +489 +9%
AF
591
Alerus Financial
North Dakota
$638K -$98K -915 -13%
KP
592
Keel Point
Alabama
$636K +$7.4K +69 +1%
HI
593
Harbour Investments
Wisconsin
$633K
MPW
594
Monterey Private Wealth
California
$633K +$7.16K +66 +1%
DY
595
Dowling & Yahnke
California
$629K +$53.6K +500 +9%
AWM
596
Apollon Wealth Management
South Carolina
$628K -$11K -103 -2%
CBFP
597
Cedar Brook Financial Partners
Ohio
$625K +$751 +7 +0.1%
EWM
598
Evermay Wealth Management
Virginia
$623K +$49.3K +460 +9%
WF
599
Warner Financial
Maryland
$622K
FA
600
Fagan Associates
New York
$621K