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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 %
CRC
576
Curi RMB Capital
Illinois
$649K +$103K +955 +19%
DIP
577
DT Investment Partners
Pennsylvania
$646K
USCWA
578
U.S. Capital Wealth Advisors
Texas
$645K
MPW
579
Monterey Private Wealth
California
$644K -$2.58K -24 -0.4%
LBC
580
Lowe Brockenbrough & Co
Virginia
$642K
MIM
581
Marco Investment Management
Georgia
$636K -$538 -5 -0.1%
WF
582
Warner Financial
Maryland
$631K
FA
583
Fagan Associates
New York
$629K
SCA
584
Snowden Capital Advisors
New York
$627K -$578K -5,372 -48%
GSB
585
Greenfield Savings Bank
Massachusetts
$626K -$10.8K -100 -2%
JWS
586
Juncture Wealth Strategies
Arizona
$626K -$18.9K -176 -3%
TYCC
587
Texas Yale Capital Corp
Florida
$624K -$161K -1,500 -21%
CA
588
CapWealth Advisors
Tennessee
$619K -$2.05K -19 -0.3%
PFA
589
Pathway Financial Advisers
Indiana
$619K +$619K +5,754 New
SFS
590
Stiles Financial Services
Minnesota
$618K -$92.8K -862 -13%
FPCP
591
Fort Point Capital Partners
California
$615K
WA
592
WealthTrust Axiom
Pennsylvania
$612K -$53.8K -500 -8%
NW
593
NewEdge Wealth
Pennsylvania
$611K -$120K -1,113 -16%
WDG
594
Wealth Dimensions Group
Ohio
$607K -$19.7K -183 -3%
OIA
595
Optimum Investment Advisors
Illinois
$607K -$10.8K -100 -2%
TA
596
TruWealth Advisors
Louisiana
$606K +$7.11K +66 +1%
GPA
597
Guerra Pan Advisors
New Jersey
$601K +$753 +7 +0.1%
DWT
598
Dorsey & Whitney Trust
South Dakota
$601K
PWLP
599
Prio Wealth Limited Partnership
Massachusetts
$599K
KP
600
Keel Point
Alabama
$597K