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iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
726
Financial Consulate
Maryland
$517K +$517K +4,291 New
SWA
727
Strategies Wealth Advisors
Michigan
$517K +$517K +4,288 New
MHS
728
M Holdings Securities
Oregon
$517K +$121 +1 +0%
C
729
Certuity
Florida
$516K -$18.5K -153 -3%
LA
730
Lane & Associates
New Jersey
$515K +$515K +4,268 New
BFC
731
Bedel Financial Consulting
Indiana
$513K
HHGA
732
Halbert Hargrove Global Advisors
California
$507K +$4.34K +36 +0.9%
Bessemer Group
733
Bessemer Group
New Jersey
$506K +$41.2K +342 +9%
SSB
734
Sandy Spring Bank
Maryland
$505K -$65.1K -540 -11%
LFG
735
Lockerman Financial Group
California
$504K +$504K +4,178 New
SBH
736
Segall Bryant & Hamill
Illinois
$501K -$108K -900 -18%
LT
737
Legacy Trust
Michigan
$501K +$501K +4,152 New
IFPG
738
Intrepid Financial Planning Group
Indiana
$499K +$499K +4,135 New
WPA
739
West Paces Advisors
Georgia
$493K +$47.5K +394 +11%
MWM
740
Mattern Wealth Management
Kansas
$491K -$3.02K -25 -0.6%
TSWM
741
Triangle Securities Wealth Management
North Carolina
$491K
CFP
742
Catalyst Financial Partners
Massachusetts
$490K +$490K +4,060 New
CCT
743
Capital City Trust
Florida
$489K
BA
744
Bristlecone Advisors
Washington
$487K +$95.9K +795 +24%
BSB
745
Bangor Savings Bank
Maine
$487K +$42.5K +352 +10%
CCMG
746
Clark Capital Management Group
Pennsylvania
$486K -$17.7K -147 -4%
BJL
747
Brighton Jones LLC
Washington
$485K +$3.38K +28 +0.7%
HWA
748
HCR Wealth Advisors
California
$485K -$76K -630 -14%
BAM
749
Bellevue Asset Management
Washington
$481K -$17.9K -149 -4%
WF
750
WoodTrust Financial
Wisconsin
$481K +$29.3K +243 +6%