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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 %
VIP
676
Vantage Investment Partners
Missouri
$536K
First Manhattan
677
First Manhattan
New York
$536K +$63.3K +540 +13%
MSWM
678
Mowery & Schoenfeld Wealth Management
Illinois
$533K +$533K +4,545 New
TCWM
679
Total Clarity Wealth Management
Illinois
$529K +$8.09K +69 +2%
FFW
680
Fusion Family Wealth
New York
$528K +$528K +4,502 New
NFG
681
Nations Financial Group
Iowa
$524K -$123K -1,053 -19%
Bessemer Group
682
Bessemer Group
New Jersey
$522K +$21.9K +187 +4%
BA
683
Ballew Advisors
Mississippi
$520K -$133K -1,151 -20%
CCWM
684
Cassaday & Co Wealth Management
Virginia
$519K
WCG
685
Weaver Consulting Group
California
$518K -$8.79K -75 -2%
CWM
686
Congress Wealth Management
Massachusetts
$518K +$518K +4,419 New
FWM
687
Fonville Wealth Management
Virginia
$518K +$518K +4,418 New
PCM
688
Parsons Capital Management
Rhode Island
$517K -$92.6K -790 -15%
CAS
689
Coppell Advisory Solutions
Texas
$516K -$5.78M -49,286 -92%
SFS
690
Summit Financial Strategies
Ohio
$515K -$23.9K -204 -4%
IWM
691
Integris Wealth Management
California
$513K +$11.6K +99 +2%
HHGA
692
Halbert Hargrove Global Advisors
California
$513K +$10.3K +88 +2%
HIP
693
HUB Investment Partners
Texas
$513K +$120K +1,026 +31%
FMC
694
First Merchants Corp
Indiana
$512K
LA
695
LexAurum Advisors
Kansas
$509K +$2.11K +18 +0.4%
OFG
696
Oxford Financial Group
Indiana
$509K
ERWM
697
Elk River Wealth Management
Colorado
$505K -$1.76K -15 -0.3%
CPSAC
698
Chas P. Smith & Associates (CPS)
Florida
$504K
GCIM
699
Gunn & Company Investment Management
Florida
$504K +$504K +4,300 New
MWM
700
MGB Wealth Management
Texas
$503K +$503K +4,295 New