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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 %
First Manhattan
701
First Manhattan
New York
$434K +$14K +130 +3%
Kovitz Investment Group Partners
702
Kovitz Investment Group Partners
Illinois
$432K -$6.46K -60 -1%
T
703
TNF
Montana
$432K +$14.1K +133 +3%
B
704
Bailard
California
$428K
KFC
705
Klingenstein Fields & Co
New York
$422K
HCP
706
Hexagon Capital Partners
Arkansas
$422K
SSB
707
Sandy Spring Bank
Maryland
$421K -$2.69K -25 -0.6%
DT
708
Diversified Trust
Tennessee
$421K -$10.9K -101 -3%
FA
709
FC Advisory
Pennsylvania
$419K
TCOV
710
Trust Company of Vermont
Vermont
$417K +$79.1K +735 +23%
HCM
711
Highview Capital Management
Illinois
$417K
SCM
712
Schnieders Capital Management
California
$412K
CSIC
713
Clifford Swan Investment Counsel
California
$409K
PWA
714
Provenance Wealth Advisors
Florida
$408K +$408K +3,795 New
ST
715
Sabal Trust
Florida
$408K -$7.54K -70 -2%
RWG
716
Ratio Wealth Group
Colorado
$406K
WPA
717
West Paces Advisors
Georgia
$399K -$40.6K -377 -9%
LIM
718
Leavell Investment Management
Alabama
$393K -$11.2K -103 -3%
BSB
719
Bangor Savings Bank
Maine
$393K -$24.2K -225 -6%
BAM
720
Bellevue Asset Management
Washington
$392K -$7.11K -66 -2%
GA
721
GFS Advisors
Texas
$391K +$151K +1,402 +63%
1WA
722
180 Wealth Advisors
Washington
$391K +$28.7K +267 +8%
LT
723
Legacy Trust
Michigan
$390K -$56.6K -526 -13%
BSA
724
Bull Street Advisors
Georgia
$390K
RTL
725
Red Tortoise LLC
Georgia
$388K