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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 %
SWP
701
Semus Wealth Partners
Florida
$530K +$109K +929 +26%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$526K -$3.4K -29 -0.6%
EWA
703
Exencial Wealth Advisors
Oklahoma
$523K -$2.93K -25 -0.6%
WOSD
704
WFA of San Diego
California
$523K
MFS
705
Madrona Financial Services
Washington
$523K +$2.46K +21 +0.5%
BNP Paribas Financial Markets
706
BNP Paribas Financial Markets
France
$520K +$4.57K +39 +0.9%
CCWM
707
Cassaday & Co Wealth Management
Virginia
$519K -$387K -3,301 -43%
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$517K -$63.4K -541 -11%
FMC
709
First Merchants Corp
Indiana
$511K
HC
710
Hoese & Co
Minnesota
$510K
OFG
711
Oxford Financial Group
Indiana
$508K
AR
712
Apeiron RIA
Texas
$508K +$508K +4,334 New
ML
713
Mayport LLC
Massachusetts
$507K +$507K +4,329 New
SWA
714
Strategies Wealth Advisors
Michigan
$507K +$4.45K +38 +0.9%
ERWM
715
Elk River Wealth Management
Colorado
$506K
FHC
716
First Heartland Consultants
Missouri
$505K +$216K +1,844 +75%
MWM
717
Modera Wealth Management
New Jersey
$505K +$264K +2,257 +110%
MHS
718
M Holdings Securities
Oregon
$503K +$117 +1 +0%
PCMC
719
Private Capital Management (Colorado)
Colorado
$503K -$15.2K -130 -3%
LWA
720
Lineweaver Wealth Advisors
Ohio
$502K -$63.7K -544 -11%
LA
721
Lane & Associates
New Jersey
$500K +$117 +1 +0%
Bessemer Group
722
Bessemer Group
New Jersey
$500K +$7.86K +67 +2%
BFC
723
Bedel Financial Consulting
Indiana
$498K
HHGA
724
Halbert Hargrove Global Advisors
California
$497K +$4.34K +37 +0.9%
GWM
725
GSB Wealth Management
Connecticut
$492K +$492K +4,203 New