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iShares Select Dividend ETF

1,166 hedge funds and large institutions have $9.64B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 449 increasing their positions, 316 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
19.72%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
0.96%
New
81
Increased
449
Reduced
316
Closed
79
Calls
$53.7M
Puts
$24.8M
Net Calls
+$28.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
601
Trinity Legacy Partners
Texas
$652K
AIMC
602
Alley Investment Management Company
Illinois
$651K +$8.35K +71 +1%
MPCG
603
Matrix Private Capital Group
New York
$646K +$27.5K +234 +4%
SWA
604
SFMG Wealth Advisors
Texas
$640K -$2K -17 -0.3%
BSW
605
Buckingham Strategic Wealth
Missouri
$640K +$420K +3,571 +191%
VCM
606
Versant Capital Management
Arizona
$639K
SC
607
SouthState Corp
Florida
$634K -$39.8K -338 -6%
KCM
608
Kanawha Capital Management
Virginia
$633K -$270K -2,296 -30%
HI
609
Harbour Investments
Wisconsin
$633K +$633K +5,382 New
DLHL
610
Donald L. Hagan LLC
Florida
$632K
CG
611
Caprock Group
Idaho
$632K +$318K +2,705 +101%
DY
612
Dowling & Yahnke
California
$631K -$16K -136 -2%
EWM
613
Evermay Wealth Management
Virginia
$630K
GIM
614
Grassi Investment Management
California
$628K -$58.1K -494 -8%
CWM
615
Cahaba Wealth Management
Georgia
$627K +$3.18K +27 +0.5%
VAS
616
Vestmark Advisory Solutions
Massachusetts
$625K +$217K +1,843 +53%
LPIC
617
LeJeune Puetz Investment Counsel
Michigan
$623K
PPW
618
Parcion Private Wealth
Washington
$623K
LWA
619
Lineweaver Wealth Advisors
Ohio
$623K +$26.8K +228 +4%
CIA
620
Choate Investment Advisors
Massachusetts
$622K -$85.2K -725 -12%
WPWM
621
Western Pacific Wealth Management
Illinois
$622K +$4.71K +40 +0.8%
PO
622
Private Ocean
California
$617K -$118K -1,000 -16%
BFA
623
Beacon Financial Advisory
Ohio
$615K -$121K -1,026 -16%
HWA
624
Heartwood Wealth Advisors
Virginia
$615K -$42.6K -362 -6%
NFC
625
Northeast Financial Consultants
Connecticut
$607K -$47.1K -400 -7%