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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 %
NG
776
Northstar Group
New York
$340K
CWA
777
Continuum Wealth Advisors
New York
$337K
PVI
778
Pine Valley Investments
New Jersey
$334K +$54.2K +498 +19%
SFWC
779
Strategic Family Wealth Counselors
New Jersey
$334K
FFWM
780
Future Financial Wealth Management
Ohio
$330K
SIA
781
Soltis Investment Advisors
Utah
$329K +$1.18K +11 +0.4%
WIA
782
World Investment Advisors
California
$324K -$3.16K -29 -1%
CWC
783
Carolinas Wealth Consulting
North Carolina
$324K -$837 -8 -0.3%
TA
784
TrueWealth Advisors
Alabama
$323K
MG
785
Mather Group
Illinois
$321K -$68.7K -638 -18%
LWA
786
Lineweaver Wealth Advisors
Ohio
$321K -$88.7K -824 -22%
AIA
787
Arbor Investment Advisors
North Carolina
$320K
NAMP
788
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K
IC
789
Iconiq Capital
California
$316K
OCM
790
Orion Capital Management
California
$315K
MAM
791
Marquette Asset Management
Minnesota
$315K -$715K -6,600 -69%
CPA
792
Cardiff Park Advisors
California
$313K
ODG
793
O'Dell Group
Ohio
$311K
RMDI
794
R.M. Davis Inc
Maine
$311K -$3.76K -35 -1%
VHAM
795
Van Hulzen Asset Management
California
$311K
FPW
796
Flagship Private Wealth
Massachusetts
$310K -$18.6K -173 -6%
SW
797
SkyOak Wealth
Michigan
$307K -$24.6K -229 -7%
FFBTD
798
First Financial Bank - Trust Division
Ohio
$307K
PCMC
799
Private Capital Management (Colorado)
Colorado
$307K -$155K -1,442 -34%
TWM
800
Thrive Wealth Management
Pennsylvania
$307K