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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 %
SC
576
SouthState Corp
Florida
$737K
CCMG
577
Clark Capital Management Group
Pennsylvania
$736K
KWA
578
Kingswood Wealth Advisors
California
$733K +$733K +6,469 New
WAL
579
W Advisors LLC
Tennessee
$730K
GVAG
580
Great Valley Advisor Group
Delaware
$723K -$206K -1,822 -22%
DWM
581
Denver Wealth Management
Colorado
$720K -$356K -3,146 -33%
FPAS
582
Focus Partners Advisor Solutions
Missouri
$719K +$49.4K +436 +7%
HI
583
Harbour Investments
Wisconsin
$719K +$29.5K +260 +4%
DIP
584
DT Investment Partners
Pennsylvania
$703K
WA
585
WealthTrust Axiom
Pennsylvania
$701K -$61.2K -540 -8%
AWA
586
Arkadios Wealth Advisors
Georgia
$700K -$30.7K -271 -4%
FNBOSM
587
First National Bank of South Miami
Florida
$697K -$3.63K -32 -0.5%
DAS
588
Dynamic Advisor Solutions
Arizona
$696K -$79.5K -702 -10%
TCA
589
Trifecta Capital Advisors
Illinois
$695K
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$685K
MPW
591
Monterey Private Wealth
California
$681K -$14.1K -124 -2%
USCWA
592
U.S. Capital Wealth Advisors
Texas
$679K
JWS
593
Juncture Wealth Strategies
Arizona
$678K +$678K +5,988 New
GT
594
Greenleaf Trust
Michigan
$677K
BCG
595
Breakwater Capital Group
New Jersey
$676K -$218K -1,926 -24%
RSWM
596
Robertson Stephens Wealth Management
California
$674K +$22.3K +197 +3%
MIM
597
Marco Investment Management
Georgia
$670K +$42.9K +379 +7%
GSB
598
Greenfield Savings Bank
Massachusetts
$670K
CL
599
Choreo LLC
Illinois
$668K
LBC
600
Lowe Brockenbrough & Co
Virginia
$667K