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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 %
MAM
801
Mystic Asset Management
Rhode Island
$306K -$1.62K -15 -0.5%
CFS
802
Commonwealth Financial Services
West Virginia
$306K +$306K +2,840 New
DFS
803
Dixon Fnancial Services
California
$305K
ACA
804
Aptus Capital Advisors
Alabama
$304K -$40.2K -373 -12%
SIMG
805
Sonora Investment Management Group
Arizona
$302K
HFS
806
Hantz Financial Services
Michigan
$302K +$302K +2,803 New
CCA
807
Cobblestone Capital Advisors
New York
$301K +$35K +325 +13%
OWP
808
Obermeyer Wealth Partners
Colorado
$301K +$301K +2,795 New
FWM
809
FSA Wealth Management
Massachusetts
$301K -$8.29K -77 -3%
MIA
810
MainStreet Investment Advisors
Illinois
$300K -$15.6K -145 -5%
QCM
811
QRG Capital Management
Illinois
$299K +$299K +2,776 New
OPOWM
812
One Plus One Wealth Management
Florida
$298K
SWM
813
Silverlake Wealth Management
Vermont
$297K
ST
814
Sentinel Trust
Texas
$297K
OC
815
Oakworth Capital
Alabama
$296K -$10.5K -98 -3%
SWP
816
Semus Wealth Partners
Florida
$296K -$54.3K -504 -16%
NB
817
Nicolet Bankshares
Wisconsin
$295K
WPC
818
Wedmont Private Capital
Pennsylvania
$295K -$77.5K -728 -21%
CBT
819
CoreFirst Bank & Trust
Kansas
$294K -$7.1K -66 -2%
WIC
820
Woodmont Investment Counsel
Tennessee
$292K
BCM
821
Brookstone Capital Management
Illinois
$291K -$36.7K -346 -11%
CWM
822
Connecticut Wealth Management
Connecticut
$291K
DSN
823
D. Scott Neal
Kentucky
$291K
CAM
824
Crestone Asset Management
Colorado
$291K +$291K +2,702 New
RPWA
825
Regent Peak Wealth Advisors
Georgia
$291K -$18.1K -168 -6%