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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 %
CWA
801
Continuum Wealth Advisors
New York
$367K
BCG
802
Breakwater Capital Group
New Jersey
$366K -$45.5K -395 -11%
CIAS
803
Capital Investment Advisory Services
North Carolina
$366K -$9.85K -84 -3%
CWC
804
Carolinas Wealth Consulting
North Carolina
$365K +$2.11K +18 +0.6%
VCM
805
Vision Capital Management
Oregon
$360K +$360K +3,075 New
FFWM
806
Future Financial Wealth Management
Ohio
$359K
SIA
807
Soltis Investment Advisors
Utah
$358K
SL
808
Salomon & Ludwin
Virginia
$357K
AG
809
Ascent Group
Virginia
$356K -$27.5K -238 -7%
AWG
810
Altus Wealth Group
Colorado
$355K -$19.9K -170 -5%
RMDI
811
R.M. Davis Inc
Maine
$353K +$13.8K +118 +4%
CG
812
Caprock Group
Idaho
$352K -$199K -1,694 -36%
TA
813
TrueWealth Advisors
Alabama
$352K
AIA
814
Arbor Investment Advisors
North Carolina
$349K
CPA
815
Cardiff Park Advisors
California
$347K +$6.8K +58 +2%
NAMP
816
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$347K
IC
817
Iconiq Capital
California
$347K +$2.7K +23 +0.8%
FPW
818
Flagship Private Wealth
Massachusetts
$345K +$7.5K +64 +2%
TCOV
819
Trust Company of Vermont
Vermont
$345K -$110K -935 -24%
MG
820
Mather Group
Illinois
$344K -$5.63K -48 -2%
EL
821
EMFO LLC
Florida
$342K -$480K -4,092 -58%
TWM
822
Thrive Wealth Management
Pennsylvania
$342K +$8.09K +69 +2%
VHAM
823
Van Hulzen Asset Management
California
$339K
ODG
824
O'Dell Group
Ohio
$339K
PTC
825
Philadelphia Trust Company
Pennsylvania
$336K -$60.4K -515 -15%