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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 %
TC
651
Telemus Capital
Michigan
$571K -$7.82K -69 -1%
BJL
652
Brighton Jones LLC
Washington
$568K +$10.3K +91 +2%
SWM
653
SeaCrest Wealth Management
New York
$568K +$113 +1 +0%
PCA
654
Peddock Capital Advisors
Massachusetts
$565K -$6.23K -55 -1%
API
655
Advisor Partners II
California
$565K +$565K +4,982 New
GIM
656
Grassi Investment Management
California
$560K -$58.8K -519 -10%
CNB
657
Camden National Bank
Maine
$558K -$18.7K -165 -3%
AGC
658
Aspen Grove Capital
Colorado
$553K
LA
659
LexAurum Advisors
Kansas
$551K +$10.1K +89 +2%
GFS
660
GYL Financial Synergies
Connecticut
$550K -$88K -777 -14%
WIM
661
Warwick Investment Management
Texas
$550K
PAM
662
Palisade Asset Management
Minnesota
$544K -$8.95K -79 -2%
CWM
663
Cornerstone Wealth Management
Missouri
$544K +$1.59K +14 +0.3%
PFA
664
Pinnacle Family Advisors
Missouri
$539K +$3.63K +32 +0.7%
BTI
665
Blue Trust Inc
Georgia
$536K -$97.8K -835 -15%
KWS
666
Keystone Wealth Services
California
$536K -$11.2K -99 -2%
LPAM
667
Lodestar Private Asset Management
California
$534K +$3.63K +32 +0.7%
CIA
668
Choate Investment Advisors
Massachusetts
$533K
CG
669
Caprock Group
Idaho
$532K -$67.9K -599 -11%
CGPCS
670
Capital Group Private Client Services
California
$525K +$9.74K +86 +2%
SWM
671
Selective Wealth Management
Virginia
$522K +$522K +4,614 New
IFPG
672
Intrepid Financial Planning Group
Indiana
$521K -$13.6K -120 -3%
SFS
673
Summit Financial Strategies
Ohio
$521K
WCG
674
Weaver Consulting Group
California
$518K
VIP
675
Vantage Investment Partners
Missouri
$518K