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iShares Select Dividend ETF

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
626
TruWealth Advisors
Louisiana
$670K +$1.17K +10 +0.2%
GPA
627
Guerra Pan Advisors
New Jersey
$668K -$22.4K -191 -3%
PAA
628
Peregrine Asset Advisers
Oregon
$666K
FCA
629
FinTrust Capital Advisors
South Carolina
$661K
GFS
630
GYL Financial Synergies
Connecticut
$660K -$228K -1,942 -26%
PI
631
PFG Investments
New York
$659K +$659K +5,624 New
PO
632
Private Ocean
California
$658K
FGA
633
Fortis Group Advisors
New Jersey
$657K +$657K +5,590 New
DWT
634
Dorsey & Whitney Trust
South Dakota
$654K
BTI
635
Blue Trust Inc
Georgia
$653K +$40.7K +337 +7%
Jane Street
636
Jane Street
New York
$652K -$1.68M -14,338 -72%
MIM
637
Marco Investment Management
Georgia
$649K
GLA
638
Good Life Advisors
Pennsylvania
$647K +$2.11K +18 +0.3%
PFA
639
Pathway Financial Advisers
Indiana
$644K +$88K +751 +16%
Bank of Nova Scotia
640
Bank of Nova Scotia
Ontario, Canada
$644K
CWM
641
Cahaba Wealth Management
Georgia
$643K -$269K -2,292 -29%
PFM
642
Phillips Financial Management
Indiana
$641K +$6.68K +57 +1%
GIM
643
Grassi Investment Management
California
$640K -$31.4K -268 -5%
PVAMC
644
PPS&V Asset Management Consultants
Michigan
$639K
AWM
645
Avior Wealth Management
Nebraska
$639K -$12.5K -107 -2%
RCG
646
Regatta Capital Group
California
$638K
VCM
647
Versant Capital Management
Arizona
$636K
DLHL
648
Donald L. Hagan LLC
Florida
$629K
LPIC
649
LeJeune Puetz Investment Counsel
Michigan
$621K
Kovitz Investment Group Partners
650
Kovitz Investment Group Partners
Illinois
$621K +$29.3K +250 +5%