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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 %
WF
601
Warner Financial
Maryland
$664K
FA
602
Fagan Associates
New York
$662K +$6.01K +53 +0.9%
VAS
603
Vestmark Advisory Solutions
Massachusetts
$662K +$4.08K +36 +0.6%
FCA
604
FinTrust Capital Advisors
South Carolina
$661K
WDG
605
Wealth Dimensions Group
Ohio
$660K -$9.29K -82 -1%
KM
606
Kalos Management
Georgia
$656K -$33.8K -298 -5%
CA
607
CapWealth Advisors
Tennessee
$654K -$56.3K -497 -8%
CTC
608
Central Trust Company
Missouri
$653K -$16.3K -144 -2%
OIA
609
Optimum Investment Advisors
Illinois
$650K -$103K -909 -14%
CBFP
610
Cedar Brook Financial Partners
Ohio
$650K -$24K -212 -4%
FPCP
611
Fort Point Capital Partners
California
$647K +$70.2K +620 +12%
GLA
612
Good Life Advisors
Pennsylvania
$643K +$17.3K +153 +3%
WA
613
Waverly Advisors
Alabama
$640K -$30.3K -267 -5%
SMC
614
Smith, Moore & Co
Missouri
$638K -$292K -2,574 -31%
DWT
615
Dorsey & Whitney Trust
South Dakota
$632K
GPA
616
Guerra Pan Advisors
New Jersey
$632K -$14.4K -127 -2%
TA
617
TruWealth Advisors
Louisiana
$631K -$17.1K -151 -3%
AIA
618
Armor Investment Advisors
North Carolina
$631K -$43.8K -387 -6%
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$631K -$49.9K -440 -7%
AG
620
Ascent Group
Virginia
$630K -$78.2K -677 -11%
KP
621
Keel Point
Alabama
$628K -$22.7K -200 -3%
C
622
Certuity
Florida
$627K -$89.2K -787 -12%
Bank of Nova Scotia
623
Bank of Nova Scotia
Ontario, Canada
$623K -$227 -2 -0%
HAIM
624
Hunter Associates Investment Management
Pennsylvania
$621K -$56.6K -500 -8%
PVAMC
625
PPS&V Asset Management Consultants
Michigan
$618K