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iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
651
KFG Wealth Management
Indiana
$599K -$31.8K -271 -5%
C
652
Certuity
Florida
$598K -$50.2K -428 -8%
EWM
653
Evermay Wealth Management
Virginia
$598K
EWA
654
Exencial Wealth Advisors
Oklahoma
$598K +$63.3K +540 +12%
OIA
655
Optimum Investment Advisors
Illinois
$598K -$62.8K -536 -10%
CRC
656
Curi RMB Capital
Illinois
$597K -$109K -934 -15%
TVAMP
657
Tennessee Valley Asset Management Partners
Tennessee
$596K +$305K +2,599 +104%
VWM
658
Venturi Wealth Management
Texas
$596K -$6.8K -58 -1%
JHCP
659
Jackson Hole Capital Partners
Oklahoma
$591K
PCA
660
Peddock Capital Advisors
Massachusetts
$587K +$2.46K +21 +0.4%
BW
661
BIP Wealth
Georgia
$579K +$22.3K +190 +4%
CWM
662
Cahaba Wealth Management
Georgia
$575K -$2.34K -20 -0.4%
GT
663
Greenleaf Trust
Michigan
$570K -$15K -128 -3%
WIM
664
Warwick Investment Management
Texas
$569K
WAM
665
Weatherly Asset Management
California
$565K
LPAM
666
Lodestar Private Asset Management
California
$561K +$8.79K +75 +2%
NAM
667
NorthCrest Asset Manangement
Minnesota
$560K +$26.8K +229 +5%
BCM
668
BluePointe Capital Management
California
$558K +$558K +4,760 New
MDCM
669
Morgan Dempsey Capital Management
Wisconsin
$558K +$437K +3,727 +361%
CNB
670
Camden National Bank
Maine
$555K -$5.63K -48 -1%
CIA
671
Choate Investment Advisors
Massachusetts
$551K
KWS
672
Keystone Wealth Services
California
$550K -$3.87K -33 -0.7%
GIM
673
Grassi Investment Management
California
$546K -$30.5K -260 -5%
TC
674
Telemus Capital
Michigan
$541K
AFAS
675
Acorn Financial Advisory Services
Virginia
$538K -$61.7K -523 -10%