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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 %
HIP
751
HUB Investment Partners
Texas
$458K +$234 +2 +0.1%
DC
752
Destiny Capital
Colorado
$457K +$457K +3,899 New
BB
753
Busey Bank
Illinois
$456K -$1.99K -17 -0.4%
FA
754
FC Advisory
Pennsylvania
$455K +$58.7K +501 +15%
NW
755
NewEdge Wealth
Pennsylvania
$454K +$91.3K +779 +25%
B
756
Bailard
California
$454K +$14.5K +124 +3%
HCM
757
Highview Capital Management
Illinois
$453K
CWM
758
Castle Wealth Management
Florida
$452K -$126K -1,073 -22%
AA
759
Advisory Alpha
Michigan
$451K +$73K +623 +19%
SCM
760
Schnieders Capital Management
California
$448K
CSIC
761
Clifford Swan Investment Counsel
California
$445K
VNA
762
Valley National Advisers
Pennsylvania
$441K -$9.45K -80 -2%
FC
763
Financial Consulate
Maryland
$440K -$62.6K -534 -12%
HWA
764
HCR Wealth Advisors
California
$436K -$35.2K -300 -7%
BAM
765
Bellevue Asset Management
Washington
$435K -$35K -299 -7%
CA
766
Claro Advisors
Massachusetts
$433K +$433K +3,699 New
AWG
767
Altus Wealth Group
Colorado
$427K -$11.1K -95 -3%
BSA
768
Bull Street Advisors
Georgia
$425K
BONH
769
Bank of New Hampshire
New Hampshire
$423K
RTL
770
Red Tortoise LLC
Georgia
$422K -$281K -2,398 -40%
MLL
771
Moody Lynn & Lieberson
Massachusetts
$422K
OCM
772
Orion Capital Management
California
$420K
IWS
773
Insight Wealth Strategies
California
$419K -$5.98K -51 -1%
BCM
774
Brookstone Capital Management
Illinois
$419K +$61.3K +514 +17%
PMG
775
ProVise Management Group
Florida
$417K -$11.7K -100 -3%