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iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SCTC
726
Sanibel Captiva Trust Company
Florida
$463K +$463K +3,950 New
KFC
727
Klingenstein Fields & Co
New York
$460K
Kovitz Investment Group Partners
728
Kovitz Investment Group Partners
Illinois
$458K -$12.7K -108 -3%
CPG
729
Custom Portfolio Group
Colorado
$457K +$457K +3,900 New
AFG
730
Atomi Financial Group
New York
$457K +$42.4K +362 +10%
HCM
731
Highview Capital Management
Illinois
$454K
T
732
TNF
Montana
$450K -$26.3K -225 -6%
DWM
733
Denver Wealth Management
Colorado
$447K -$30K -256 -6%
CIA
734
Concurrent Investment Advisors
Florida
$444K +$444K +3,789 New
RWG
735
Ratio Wealth Group
Colorado
$442K
SW
736
SkyOak Wealth
Michigan
$440K +$106K +905 +32%
WPA
737
West Paces Advisors
Georgia
$439K +$3.87K +33 +0.9%
SIC
738
Samalin Investment Counsel
New York
$435K +$22.3K +190 +5%
SWA
739
Strategies Wealth Advisors
Michigan
$432K -$64.4K -549 -13%
WG
740
Welch Group
Alabama
$430K -$157K -1,341 -27%
BSB
741
Bangor Savings Bank
Maine
$428K
GA
742
GFS Advisors
Texas
$425K
BSA
743
Bull Street Advisors
Georgia
$425K
RTL
744
Red Tortoise LLC
Georgia
$424K +$1.17K +10 +0.3%
1WA
745
180 Wealth Advisors
Washington
$424K -$5.92K -50 -1%
GFS
746
GYL Financial Synergies
Connecticut
$424K -$137K -1,165 -24%
BAM
747
Bellevue Asset Management
Washington
$423K -$3.4K -29 -0.8%
LIM
748
Leavell Investment Management
Alabama
$422K
MLL
749
Moody Lynn & Lieberson
Massachusetts
$422K
EWM
750
Empirical Wealth Management
Washington
$421K