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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 %
PWM
626
Perigon Wealth Management
California
$554K -$393K -3,648 -41%
VWM
627
Venturi Wealth Management
Texas
$553K -$12.6K -117 -2%
CBFP
628
Cedar Brook Financial Partners
Ohio
$548K -$69.6K -647 -11%
IAS
629
Insigneo Advisory Services
Florida
$546K +$546K +5,000 New
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$543K
WG
631
Welch Group
Alabama
$539K +$190K +1,762 +54%
RCG
632
Regatta Capital Group
California
$538K -$16.9K -157 -3%
GT
633
Greenleaf Trust
Michigan
$537K -$106K -985 -16%
PCA
634
Peddock Capital Advisors
Massachusetts
$537K
AFAS
635
Acorn Financial Advisory Services
Virginia
$536K -$3.17K -30 -0.6%
MCA
636
MSH Capital Advisors
Arizona
$533K +$163K +1,515 +44%
API
637
Advisor Partners II
California
$531K -$5.49K -51 -1%
CWM
638
Cahaba Wealth Management
Georgia
$531K -$12.1K -112 -2%
GIM
639
Grassi Investment Management
California
$529K -$3.23K -30 -0.6%
PFA
640
Pinnacle Family Advisors
Missouri
$528K +$15.5K +144 +3%
WAM
641
Weatherly Asset Management
California
$526K -$46.8K -429 -8%
SWM
642
SeaCrest Wealth Management
New York
$523K -$16.8K -156 -3%
WIM
643
Warwick Investment Management
Texas
$522K
PAM
644
Palisade Asset Management
Minnesota
$517K
BBHC
645
Brown Brothers Harriman & Co
New York
$516K +$167K +1,554 +48%
CNB
646
Camden National Bank
Maine
$515K -$15.6K -145 -3%
GFS
647
GYL Financial Synergies
Connecticut
$514K -$7.97K -74 -2%
BW
648
BIP Wealth
Georgia
$512K -$45.5K -423 -8%
CG
649
Caprock Group
Idaho
$511K
KWS
650
Keystone Wealth Services
California
$509K -$108 -1 -0%