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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 %
FFA
776
First Foundation Advisors
California
$415K -$6.33K -54 -2%
CA
777
Cambridge Advisors
Nebraska
$412K
ACA
778
Atlas Capital Advisors
Wyoming
$412K +$151K +1,288 +58%
JWCA
779
J.W. Coons Advisors
Ohio
$409K
ICP
780
Interchange Capital Partners
Pennsylvania
$409K -$3.05M -26,010 -88%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$406K
1WA
782
180 Wealth Advisors
Washington
$405K -$14.6K -125 -3%
WP
783
Westmount Partners
California
$404K
CA
784
Cornerstone Advisory
Maryland
$403K
FG
785
Fiduciary Group
Georgia
$402K +$402K +3,435 New
CPSC
786
Carl P. Sherr & Co
Massachusetts
$402K
TP
787
Tranquility Partners
Tennessee
$402K
PWM
788
PBMares Wealth Management
Virginia
$402K -$12.3K -105 -3%
PTC
789
Philadelphia Trust Company
Pennsylvania
$396K
SIC
790
Samalin Investment Counsel
New York
$395K +$5.86K +50 +2%
MWM
791
Mattern Wealth Management
Kansas
$395K -$82K -700 -17%
HSG
792
Helen Stephens Group
Texas
$393K +$3.4K +29 +0.9%
OSAM
793
O'Shaughnessy Asset Management
Connecticut
$392K +$52.3K +446 +15%
SL
794
Salomon & Ludwin
Virginia
$388K
CFO
795
Collective Family Office
Pennsylvania
$384K +$23.4K +200 +6%
AA
796
AF Advisors
California
$382K +$13K +111 +4%
ST
797
Sabal Trust
Florida
$381K +$4.69K +40 +1%
TCM
798
Twele Capital Management
Minnesota
$381K -$469 -4 -0.1%
AFP
799
Ausdal Financial Partners
Iowa
$380K +$586 +5 +0.2%
BBHC
800
Brown Brothers Harriman & Co
New York
$380K