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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 %
C
601
Certuity
Florida
$596K
NFG
602
Nations Financial Group
Iowa
$594K -$106K -988 -15%
BA
603
Ballew Advisors
Mississippi
$594K -$375K -3,582 -39%
Bank of Nova Scotia
604
Bank of Nova Scotia
Ontario, Canada
$592K +$215 +2 +0%
PVAMC
605
PPS&V Asset Management Consultants
Michigan
$587K
CIA
606
Compass Ion Advisors
Pennsylvania
$587K +$587K +5,455 New
CL
607
Choreo LLC
Illinois
$587K -$48.4K -450 -8%
AWM
608
Avior Wealth Management
Nebraska
$582K -$5.38K -50 -0.9%
HAIM
609
Hunter Associates Investment Management
Pennsylvania
$581K -$11.9K -110 -2%
GLA
610
Good Life Advisors
Pennsylvania
$580K -$30.8K -286 -5%
KWM
611
KFG Wealth Management
Indiana
$579K +$32.3K +300 +6%
SBIA
612
Sheaff Brock Investment Advisors
Indiana
$577K
AIA
613
Armor Investment Advisors
North Carolina
$575K -$24K -223 -4%
KCM
614
Kanawha Capital Management
Virginia
$570K -$10.8K -100 -2%
GI
615
GAMCO Investors
Connecticut
$565K
VCM
616
Versant Capital Management
Arizona
$565K -$19.2K -178 -3%
FCA
617
FinTrust Capital Advisors
South Carolina
$565K -$25K -232 -4%
PCM
618
Parsons Capital Management
Rhode Island
$560K -$21.5K -200 -4%
PFM
619
Phillips Financial Management
Indiana
$560K
FIA
620
FNY Investment Advisers
New York
$559K +$559K +5,200 New
NP
621
NorthRock Partners
Minnesota
$556K
NFC
622
Northeast Financial Consultants
Connecticut
$555K
EWM
623
Evermay Wealth Management
Virginia
$555K -$20.7K -190 -4%
HWMG
624
Hurlow Wealth Management Group
Indiana
$555K
RL
625
Rogco LP
Oklahoma
$555K +$555K +5,154 New