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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 %
SNBOSCI
826
Security National Bank of Sioux City Iowa
Iowa
$290K
RB
827
Renasant Bank
Mississippi
$290K
AIFAIM
828
American Institute for Advanced Investment Management
Arizona
$290K
WCF
829
West Coast Financial
California
$288K -$21.5K -200 -7%
DLHL
830
Donald L. Hagan LLC
Florida
$287K
SCA
831
Sage Capital Advisors
South Dakota
$287K
NWA
832
Navis Wealth Advisors
New York
$287K
CTWM
833
Cherry Tree Wealth Management
Minnesota
$287K -$118K -1,096 -29%
BC
834
Barrett & Company
Rhode Island
$285K
APA
835
Astoria Portfolio Advisors
New York
$285K -$579K -5,523 -67%
OCM
836
Orleans Capital Management
Louisiana
$285K
NC
837
NewSquare Capital
Pennsylvania
$285K
BA
838
Bristlecone Advisors
Washington
$285K -$21K -195 -7%
VC
839
Vicus Capital
Pennsylvania
$283K +$2.58K +24 +0.9%
CGPCS
840
Capital Group Private Client Services
California
$283K -$216K -2,007 -43%
PCA
841
Providence Capital Advisors
North Carolina
$281K -$5.92K -55 -2%
PK
842
Pflug Koory
Nebraska
$281K
CMP
843
Courage Miller Partners
Virginia
$281K -$6.03K -56 -2%
CWM
844
Calamos Wealth Management
Illinois
$279K +$279K +2,593 New
ANHIM
845
Alan N. Hoffman Investment Management
Massachusetts
$276K
PA
846
Procyon Advisors
Connecticut
$276K +$43.7K +406 +19%
MWM
847
Mattern Wealth Management
Kansas
$275K -$82.3K -765 -23%
CW
848
CreativeOne Wealth
Kansas
$275K -$959K -8,918 -78%
WEG
849
World Equity Group
Illinois
$274K +$274K +2,550 New
HWA
850
Heritage Wealth Advisors
Virginia
$274K -$32.3K -300 -11%