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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 %
CA
676
CoreCap Advisors
Michigan
$463K +$117K +1,089 +34%
CPSAC
677
Chas P. Smith & Associates (CPS)
Florida
$463K
HHGA
678
Halbert Hargrove Global Advisors
California
$462K +$1.61K +15 +0.4%
IWM
679
Integris Wealth Management
California
$461K +$8.5K +79 +2%
Bessemer Group
680
Bessemer Group
New Jersey
$459K -$501K -4,652 -52%
BFC
681
Bedel Financial Consulting
Indiana
$458K
SWA
682
Strategies Wealth Advisors
Michigan
$456K
VA
683
Vident Advisory
Georgia
$454K +$454K +4,215 New
HC
684
Hoese & Co
Minnesota
$454K
BB
685
Busey Bank
Illinois
$454K +$65.9K +612 +17%
PC
686
Pecaut & Co
Iowa
$453K +$45.1K +419 +11%
JIP
687
Jaffetilchin Investment Partners
Florida
$453K -$255K -2,373 -36%
DCS
688
Destiny Capital Securities
Colorado
$453K +$453K +4,206 New
SWP
689
Strategic Wealth Partners
Ohio
$451K -$38.2K -355 -8%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$448K -$12.4K -115 -3%
PWM
691
PBMares Wealth Management
Virginia
$447K +$30.4K +282 +7%
BJL
692
Brighton Jones LLC
Washington
$444K -$96.2K -894 -18%
CWM
693
Cornerstone Wealth Management
Missouri
$442K -$74.2K -689 -14%
TCOT
694
Trust Company of Toledo
Ohio
$438K +$438K +4,071 New
TSWM
695
Triangle Securities Wealth Management
North Carolina
$438K
DWM
696
Denver Wealth Management
Colorado
$438K -$247K -2,291 -36%
AMCA
697
Arthur M. Cohen & Associates
Illinois
$437K
CAG
698
Crestwood Advisors Group
Massachusetts
$437K +$437K +4,058 New
CCT
699
Capital City Trust
Florida
$437K
NCM
700
Neumann Capital Management
California
$435K