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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 %
LPAM
651
Lodestar Private Asset Management
California
$507K
CIA
652
Choate Investment Advisors
Massachusetts
$506K
CCMG
653
Clark Capital Management Group
Pennsylvania
$505K -$194K -1,798 -28%
HWA
654
Heartwood Wealth Advisors
Virginia
$500K -$350K -3,256 -41%
TC
655
Telemus Capital
Michigan
$497K -$45.9K -426 -8%
SFS
656
Summit Financial Strategies
Ohio
$495K
VIP
657
Vantage Investment Partners
Missouri
$492K
PO
658
Private Ocean
California
$492K
EWA
659
Exencial Wealth Advisors
Oklahoma
$491K +$15.6K +145 +3%
NAM
660
NorthCrest Asset Manangement
Minnesota
$490K +$3.23K +30 +0.7%
SWM
661
Selective Wealth Management
Virginia
$487K +$3.04K +29 +0.6%
RA
662
RFG Advisory
Alabama
$486K -$642K -5,966 -57%
WCG
663
Weaver Consulting Group
California
$484K -$8.07K -75 -2%
TCWM
664
Total Clarity Wealth Management
Illinois
$479K +$1.4K +13 +0.3%
IP
665
Investment Partners
Ohio
$477K +$69.5K +646 +17%
CCWM
666
Cassaday & Co Wealth Management
Virginia
$476K
BFG
667
Bleakley Financial Group
New Jersey
$476K -$242K -2,244 -34%
MFS
668
Madrona Financial Services
Washington
$475K
ERWM
669
Elk River Wealth Management
Colorado
$471K
FMC
670
First Merchants Corp
Indiana
$470K
TAM
671
TCP Asset Management
Ohio
$468K +$15.1K +140 +3%
LA
672
Lane & Associates
New Jersey
$467K +$7.32K +68 +2%
OFG
673
Oxford Financial Group
Indiana
$467K
ML
674
Mayport LLC
Massachusetts
$466K
LA
675
LexAurum Advisors
Kansas
$466K -$57.6K -535 -11%