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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 %
MLL
726
Moody Lynn & Lieberson
Massachusetts
$388K
LDB
727
Lee, Danner & Bass
Tennessee
$387K -$64.6K -600 -14%
EWM
728
Empirical Wealth Management
Washington
$387K
BONH
729
Bank of New Hampshire
New Hampshire
$386K -$2.15K -20 -0.6%
VNA
730
Valley National Advisers
Pennsylvania
$384K -$17.7K -165 -4%
BWM
731
Birchcreek Wealth Management
Ohio
$382K
AFG
732
Atomi Financial Group
New York
$381K +$431 +4 +0.1%
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$381K -$4.41K -41 -1%
GKIM
734
GW&K Investment Management
Massachusetts
$379K +$360K +3,344 +1,848%
SIC
735
Samalin Investment Counsel
New York
$379K +$16.1K +150 +4%
BCG
736
Breakwater Capital Group
New Jersey
$376K -$252K -2,397 -40%
JWCA
737
J.W. Coons Advisors
Ohio
$376K
CST
738
Charles Schwab Trust
Nevada
$375K +$375K +3,480 New
FG
739
Fiduciary Group
Georgia
$370K
CPSC
740
Carl P. Sherr & Co
Massachusetts
$369K
Financial Engines Advisors
741
Financial Engines Advisors
California
$367K -$3.71K -34 -1%
PMG
742
ProVise Management Group
Florida
$367K -$16.1K -150 -4%
MM
743
Main Management
California
$366K
WP
744
Westmount Partners
California
$365K -$5.38K -50 -1%
G
745
Gainplan
Michigan
$364K +$83.6K +777 +30%
PTC
746
Philadelphia Trust Company
Pennsylvania
$364K
LCM
747
LVM Capital Management
Michigan
$364K +$79.6K +740 +28%
IAMOG
748
Investors Asset Management of Georgia
Georgia
$364K
LA
749
Latitude Advisors
Florida
$363K -$11.9K -111 -3%
CWM
750
Castle Wealth Management
Florida
$361K -$46K -422 -11%