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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 %
WA
576
WealthTrust Axiom
Pennsylvania
$789K -$11.7K -100 -1%
SPL
577
Smart Portfolios LLC
Washington
$787K -$469 -4 -0.1%
RWS
578
Resolute Wealth Strategies
Mississippi
$783K +$783K +6,682 New
WP
579
WealthPLAN Partners
Nebraska
$783K -$2.23K -19 -0.3%
BWA
580
BDO Wealth Advisors
Florida
$781K +$36.2K +309 +5%
OIA
581
Optimum Investment Advisors
Illinois
$779K -$117K -999 -13%
JIP
582
Jaffetilchin Investment Partners
Florida
$773K -$130K -1,110 -14%
RBFC
583
Roman Butler Fullerton & Co
Missouri
$766K +$35.9K +308 +5%
Toronto Dominion Bank
584
Toronto Dominion Bank
Ontario, Canada
$765K
SC
585
SouthState Corp
Florida
$762K -$17.5K -149 -2%
CCMG
586
Clark Capital Management Group
Pennsylvania
$761K +$289K +2,464 +61%
AWA
587
Arkadios Wealth Advisors
Georgia
$756K +$45.3K +387 +6%
WAL
588
W Advisors LLC
Tennessee
$755K -$155K -1,326 -17%
MC
589
Moors & Cabot
Massachusetts
$753K -$8.2K -70 -1%
WG
590
Welch Group
Alabama
$743K -$3.16M -26,946 -81%
C
591
Certuity
Florida
$741K +$240K +2,044 +48%
CFS
592
CRA Financial Services
New Jersey
$738K +$106K +907 +17%
CA
593
CapWealth Advisors
Tennessee
$735K -$145K -1,237 -16%
AWM
594
Apollon Wealth Management
South Carolina
$727K +$8.79K +75 +1%
FNBOSM
595
First National Bank of South Miami
Florida
$725K -$9.96K -85 -1%
AG
596
Ascent Group
Virginia
$719K +$43.6K +372 +6%
MPW
597
Monterey Private Wealth
California
$718K +$2.46K +21 +0.3%
TCA
598
Trifecta Capital Advisors
Illinois
$718K -$46.9K -400 -6%
KM
599
Kalos Management
Georgia
$713K
HI
600
Harbour Investments
Wisconsin
$713K +$67.7K +578 +10%