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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 %
FPW
826
Flagship Private Wealth
Massachusetts
$355K +$66.2K +565 +23%
FBFS
827
First Business Financial Services
Wisconsin
$354K
WIA
828
World Investment Advisors
California
$353K -$13.1K -112 -4%
EWA
829
EP Wealth Advisors
California
$352K -$256K -5,052 -42%
TA
830
TrueWealth Advisors
Alabama
$352K
PCA
831
Pallas Capital Advisors
Massachusetts
$351K +$351K +2,974 New
AFP
832
Alpha Financial Partners
Kentucky
$350K +$94.7K +808 +37%
ESB
833
Essex Savings Bank
Connecticut
$350K +$4.1K +35 +1%
AIA
834
Arbor Investment Advisors
North Carolina
$349K -$4.69K -40 -1%
AF
835
Apexium Financial
Texas
$347K +$347K +2,959 New
IC
836
Iconiq Capital
California
$346K
CBT
837
CoreFirst Bank & Trust
Kansas
$345K
MCA
838
MSH Capital Advisors
Arizona
$339K +$84.6K +722 +33%
APW
839
Aurora Private Wealth
New Jersey
$339K +$352 +3 +0.1%
ODG
840
O'Dell Group
Ohio
$339K
CPA
841
Cardiff Park Advisors
California
$338K +$2.46K +21 +0.7%
AMC
842
Asset Management Corp
Illinois
$338K +$2.7K +23 +0.8%
MIA
843
MainStreet Investment Advisors
Illinois
$336K +$38.6K +329 +13%
OC
844
Oakworth Capital
Alabama
$334K
FFBTD
845
First Financial Bank - Trust Division
Ohio
$334K
CT
846
Columbia Trust
Oregon
$334K
HWA
847
Heritage Wealth Advisors
Virginia
$333K
MAM
848
Mystic Asset Management
Rhode Island
$333K -$7.73K -66 -2%
WPC
849
Wedmont Private Capital
Pennsylvania
$329K -$1.54K -13 -0.5%
DFS
850
Dixon Fnancial Services
California
$329K