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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
676
Bank of New Hampshire
New Hampshire
$467K
OFG
677
Oxford Financial Group
Indiana
$465K
VNA
678
Valley National Advisers
Pennsylvania
$465K
ERWM
679
Elk River Wealth Management
Colorado
$465K
GCA
680
Greenwood Capital Associates
South Carolina
$463K +$463K +4,322 New
MHS
681
M Holdings Securities
Oregon
$460K +$215 +2 +0%
BAM
682
Bellevue Asset Management
Washington
$458K -$1.98K -18 -0.4%
KWS
683
Keystone Wealth Services
California
$458K
HIP
684
HUB Investment Partners
Texas
$452K -$229K -2,139 -34%
HC
685
Hoese & Co
Minnesota
$452K
PIA
686
Pinion Investment Advisors
Kansas
$452K +$67.6K +630 +18%
MA
687
Montag & Associates
Georgia
$450K
CCMG
688
Clark Capital Management Group
Pennsylvania
$448K +$21.5K +200 +5%
CWM
689
Castle Wealth Management
Florida
$448K +$55K +513 +14%
HHGA
690
Halbert Hargrove Global Advisors
California
$447K +$5.36K +50 +1%
TFA
691
Tranquilli Financial Advisor
New Jersey
$439K -$473K -4,415 -52%
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$439K -$193K -1,774 -30%
MWM
693
Mattern Wealth Management
Kansas
$439K +$21.4K +200 +5%
FA
694
FDx Advisors
Illinois
$439K +$59.3K +553 +16%
NFG
695
Nations Financial Group
Iowa
$439K +$126K +1,176 +40%
TSWM
696
Triangle Securities Wealth Management
North Carolina
$436K
ESB
697
Essex Savings Bank
Connecticut
$435K
CCT
698
Capital City Trust
Florida
$435K
TCWM
699
Total Clarity Wealth Management
Illinois
$433K
ICP
700
Interchange Capital Partners
Pennsylvania
$429K +$110K +1,024 +34%