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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 %
TAM
726
TCP Asset Management
Ohio
$492K +$135K +1,151 +38%
IWM
727
Integris Wealth Management
California
$492K -$43.5K -371 -8%
SSB
728
Sandy Spring Bank
Maryland
$492K +$1.17K +10 +0.2%
LFG
729
Lockerman Financial Group
California
$491K +$1.29K +11 +0.3%
TC
730
TownSquare Capital
Utah
$489K +$92.1K +786 +23%
BSB
731
Bangor Savings Bank
Maine
$487K +$13.8K +118 +3%
LT
732
Legacy Trust
Michigan
$487K
AFG
733
Atomi Financial Group
New York
$486K +$486K +4,147 New
BA
734
Bristlecone Advisors
Washington
$480K +$5.98K +51 +1%
WPA
735
West Paces Advisors
Georgia
$479K
TSWM
736
Triangle Securities Wealth Management
North Carolina
$477K
BSW
737
Buckingham Strategic Wealth
Missouri
$476K
CT
738
Colonial Trust
South Carolina
$476K +$248K +2,120 +109%
CCT
739
Capital City Trust
Florida
$475K
AMCA
740
Arthur M. Cohen & Associates
Illinois
$474K +$6.68K +57 +1%
NCM
741
Neumann Capital Management
California
$473K -$58.5K -499 -11%
LDB
742
Lee, Danner & Bass
Tennessee
$471K +$35.1K +300 +8%
LA
743
Latitude Advisors
Florida
$470K -$136K -1,162 -22%
LWM
744
Lyell Wealth Management
California
$468K +$230K +1,965 +97%
MCC
745
Money Concepts Capital
Florida
$465K +$255K +13,142 +121%
T
746
TNF
Montana
$465K -$27.2K -231 -6%
TWM
747
Thrive Wealth Management
Pennsylvania
$463K +$3.98K +34 +0.9%
KFC
748
Klingenstein Fields & Co
New York
$460K
HCP
749
Hexagon Capital Partners
Arkansas
$459K +$51.1K +436 +13%
GA
750
Greenspring Advisors
Maryland
$459K +$40.3K +344 +10%