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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 %
Financial Engines Advisors
801
Financial Engines Advisors
California
$376K +$19.2K +164 +5%
TCM
802
True Capital Management
California
$375K -$38.3K -327 -9%
CIAS
803
Capital Investment Advisory Services
North Carolina
$375K -$71.2K -608 -16%
ACA
804
Aptus Capital Advisors
Alabama
$374K +$225K +1,920 +151%
ACA
805
Aspire Capital Advisors
Washington
$373K
TGAM
806
TBH Global Asset Management
Tennessee
$372K +$1.99K +17 +0.5%
WCF
807
West Coast Financial
California
$371K -$28.1K -240 -7%
WF
808
WoodTrust Financial
Wisconsin
$370K -$97.4K -831 -21%
NG
809
Northstar Group
New York
$370K -$26.4K -225 -7%
GAM
810
Grandview Asset Management
Pennsylvania
$370K +$1.05K +9 +0.3%
TCOV
811
Trust Company of Vermont
Vermont
$368K
CWA
812
Continuum Wealth Advisors
New York
$367K
RWP
813
RWA Wealth Partners
Massachusetts
$365K
SEP
814
Southland Equity Partners
Missouri
$363K +$7.5K +64 +2%
SFWC
815
Strategic Family Wealth Counselors
New Jersey
$363K +$1.76K +15 +0.5%
CWC
816
Carolinas Wealth Consulting
North Carolina
$362K +$1.88K +16 +0.5%
NAMP
817
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$362K -$26.4K -225 -7%
QCM
818
Quantinno Capital Management
New York
$361K +$361K +3,077 New
SW
819
SkyOak Wealth
Michigan
$361K -$17.6K -150 -5%
FFWM
820
Future Financial Wealth Management
Ohio
$360K
FOFP
821
Fee-Only Financial Planning
South Carolina
$359K -$35.2K -300 -9%
VHAM
822
Van Hulzen Asset Management
California
$359K -$17.7K -151 -5%
SIA
823
Soltis Investment Advisors
Utah
$359K
Wealth Enhancement Advisory Services
824
Wealth Enhancement Advisory Services
Minnesota
$357K +$139K +1,187 +64%
FWM
825
FSA Wealth Management
Massachusetts
$355K -$15.9K -136 -4%