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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 %
CG
651
Caprock Group
Idaho
$620K
PPW
652
Parcion Private Wealth
Washington
$620K
WAM
653
Weatherly Asset Management
California
$615K
KCM
654
Kanawha Capital Management
Virginia
$611K -$10.3K -88 -2%
GI
655
GAMCO Investors
Connecticut
$609K
NFC
656
Northeast Financial Consultants
Connecticut
$605K
KWM
657
KFG Wealth Management
Indiana
$604K +$6.67K +56 +1%
HWMG
658
Hurlow Wealth Management Group
Indiana
$604K
DT
659
Diversified Trust
Tennessee
$602K -$24K -205 -4%
IP
660
Investment Partners
Ohio
$601K +$937 +8 +0.2%
TC
661
Telemus Capital
Michigan
$599K +$28.7K +245 +5%
FPCP
662
Fort Point Capital Partners
California
$597K +$31.9K +272 +6%
CNB
663
Camden National Bank
Maine
$597K +$28.5K +243 +5%
CRC
664
Curi RMB Capital
Illinois
$593K
CPSAC
665
Chas P. Smith & Associates (CPS)
Florida
$592K -$72.4K -618 -11%
JHCP
666
Jackson Hole Capital Partners
Oklahoma
$591K
PCA
667
Peddock Capital Advisors
Massachusetts
$591K -$3.75K -32 -0.6%
RIA
668
Realta Investment Advisors
Delaware
$588K +$52.5K +448 +10%
SWM
669
SeaCrest Wealth Management
New York
$588K -$195K -1,667 -25%
HWA
670
Heartwood Wealth Advisors
Virginia
$586K -$26.6K -227 -4%
GHAM
671
Gilman Hill Asset Management
Connecticut
$584K -$2.38M -20,325 -80%
BJL
672
Brighton Jones LLC
Washington
$577K +$106K +903 +22%
TCWM
673
Total Clarity Wealth Management
Illinois
$576K +$26.8K +229 +5%
AGC
674
Aspen Grove Capital
Colorado
$572K
PAM
675
Palisade Asset Management
Minnesota
$572K