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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 %
CA
776
Cambridge Advisors
Nebraska
$392K
CMS
777
Capital Market Strategies
Florida
$388K
AF
778
Alerus Financial
North Dakota
$387K -$5.16K -44 -1%
CAG
779
Crestwood Advisors Group
Massachusetts
$387K -$88.7K -757 -19%
RCG
780
Regatta Capital Group
California
$387K -$199K -1,696 -34%
CCA
781
Cobblestone Capital Advisors
New York
$386K +$58.6K +500 +18%
IAMOG
782
Investors Asset Management of Georgia
Georgia
$385K -$20.5K -175 -5%
AA
783
AF Advisors
California
$385K +$2.34K +20 +0.6%
HWA
784
HCR Wealth Advisors
California
$385K +$11.5K +98 +3%
RDFA
785
Ritter Daniher Financial Advisory
Ohio
$385K +$259K +2,210 +206%
SEP
786
Southland Equity Partners
Missouri
$383K +$3.28K +28 +0.9%
WP
787
Westmount Partners
California
$381K -$16.5K -141 -4%
TCM
788
Twele Capital Management
Minnesota
$381K
ICP
789
Interchange Capital Partners
Pennsylvania
$381K +$8.44K +72 +2%
SFWC
790
Strategic Family Wealth Counselors
New Jersey
$381K +$16.6K +142 +5%
SSB
791
Sandy Spring Bank
Maryland
$380K -$78.5K -670 -17%
LT
792
Legacy Trust
Michigan
$379K -$46.5K -397 -11%
GAM
793
Grandview Asset Management
Pennsylvania
$375K +$3.4K +29 +0.9%
SCM
794
Sage Capital Management
New Jersey
$374K +$374K +3,192 New
AFP
795
Ausdal Financial Partners
Iowa
$373K +$2.58K +22 +0.7%
ACA
796
Aspire Capital Advisors
Washington
$373K
NG
797
Northstar Group
New York
$370K
ACP
798
Aveo Capital Partners
Colorado
$369K -$619K -5,279 -63%
ST
799
Sabal Trust
Florida
$369K -$75.5K -644 -17%
ESB
800
Essex Savings Bank
Connecticut
$368K -$4.57K -39 -1%