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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 %
WIM
676
Warwick Investment Management
Texas
$568K
SBH
677
Segall Bryant & Hamill
Illinois
$568K +$80.6K +688 +17%
PCM
678
Parsons Capital Management
Rhode Island
$567K
KWS
679
Keystone Wealth Services
California
$566K -$17.3K -148 -3%
AWE
680
Avidian Wealth Enterprises
Texas
$564K +$242K +2,064 +75%
PBO
681
Peoples Bank (Ohio)
Ohio
$562K -$110K -935 -16%
HIM
682
Hanlon Investment Management
New Jersey
$562K +$226K +1,927 +67%
CWM
683
Cornerstone Wealth Management
Missouri
$561K +$561K +4,785 New
GFA
684
Gallagher Fiduciary Advisors
Illinois
$560K +$560K +4,779 New
LA
685
LexAurum Advisors
Kansas
$559K +$469 +4 +0.1%
PFA
686
Pinnacle Family Advisors
Missouri
$554K -$2.18M -18,581 -80%
IFPG
687
Intrepid Financial Planning Group
Indiana
$553K +$68.7K +586 +14%
CIA
688
Choate Investment Advisors
Massachusetts
$551K -$38.7K -330 -7%
LPAM
689
Lodestar Private Asset Management
California
$549K +$3.87K +33 +0.7%
LIM
690
Leavell Investment Management
Alabama
$548K
AF
691
Alerus Financial
North Dakota
$542K -$144K -1,231 -21%
AFAS
692
Acorn Financial Advisory Services
Virginia
$540K +$23.3K +199 +5%
MA
693
Montag & Associates
Georgia
$539K -$23.4K -200 -4%
SFS
694
Summit Financial Strategies
Ohio
$539K
NAM
695
NorthCrest Asset Manangement
Minnesota
$538K +$538K +4,593 New
VIP
696
Vantage Investment Partners
Missouri
$536K
WCG
697
Weaver Consulting Group
California
$536K
JSW
698
Journey Strategic Wealth
New Jersey
$534K -$16.4K -140 -3%
CGPCS
699
Capital Group Private Client Services
California
$533K +$321K +2,742 +152%
SWP
700
Strategic Wealth Partners
Ohio
$533K -$36.4K -311 -6%