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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 %
BFO
601
Biltmore Family Office
North Carolina
$620K +$172K +1,599 +38%
CTC
602
Central Trust Company
Missouri
$617K
CPSAC
603
Chas P. Smith & Associates (CPS)
Florida
$613K
LWP
604
Legacy Wealth Planning
Nevada
$607K -$12.2K -114 -2%
BWA
605
BDO Wealth Advisors
Florida
$606K -$31.4K -293 -5%
BAM
606
Brave Asset Management
New Jersey
$602K -$4.12M -38,431 -87%
DWT
607
Dorsey & Whitney Trust
South Dakota
$599K -$26.8K -250 -4%
GIM
608
Grassi Investment Management
California
$597K +$24.1K +225 +4%
MIM
609
Marco Investment Management
Georgia
$594K
AIMC
610
Alley Investment Management Company
Illinois
$594K +$964 +9 +0.2%
TA
611
TruWealth Advisors
Louisiana
$593K -$10.9K -102 -2%
BFA
612
Beacon Financial Advisory
Ohio
$591K +$30.6K +286 +5%
Bank of Nova Scotia
613
Bank of Nova Scotia
Ontario, Canada
$590K -$3.36M -31,300 -85%
CA
614
CoreCap Advisors
Michigan
$586K +$33.3K +311 +6%
SWA
615
SFMG Wealth Advisors
Texas
$584K +$537 +5 +0.1%
VCM
616
Versant Capital Management
Arizona
$582K
PFM
617
Phillips Financial Management
Indiana
$580K +$580K +5,413 New
SC
618
SouthState Corp
Florida
$577K
DLHL
619
Donald L. Hagan LLC
Florida
$576K
CWM
620
Cahaba Wealth Management
Georgia
$576K +$4.4K +41 +0.8%
GLA
621
Good Life Advisors
Pennsylvania
$575K +$27.5K +257 +5%
CG
622
Caprock Group
Idaho
$568K -$8.59K -80 -1%
LPIC
623
LeJeune Puetz Investment Counsel
Michigan
$568K
PPW
624
Parcion Private Wealth
Washington
$567K
KCM
625
Kanawha Capital Management
Virginia
$566K -$10.7K -100 -2%