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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 %
OWP
826
Obermeyer Wealth Partners
Colorado
$336K +$8.09K +69 +2%
Neuberger Berman Group
827
Neuberger Berman Group
New York
$334K -$1.45M -12,410 -81%
PWM
828
PBMares Wealth Management
Virginia
$334K -$152K -1,300 -31%
CFS
829
Commonwealth Financial Services
West Virginia
$333K
DFS
830
Dixon Fnancial Services
California
$332K
BMCM
831
Bryn Mawr Capital Management
Pennsylvania
$332K -$46.9K -400 -12%
PCMC
832
Private Capital Management (Colorado)
Colorado
$330K -$4.22K -36 -1%
WPC
833
Wedmont Private Capital
Pennsylvania
$329K
SIMG
834
Sonora Investment Management Group
Arizona
$329K
PVI
835
Pine Valley Investments
New Jersey
$327K -$33.4K -285 -9%
SWP
836
Semus Wealth Partners
Florida
$327K +$4.81K +41 +1%
OP
837
ORG Partners
Indiana
$326K +$72.7K +620 +29%
FWM
838
FSA Wealth Management
Massachusetts
$325K -$2.7K -23 -0.8%
PCA
839
Providence Capital Advisors
North Carolina
$324K +$17.1K +146 +6%
ST
840
Sentinel Trust
Texas
$323K
FFA
841
Founders Financial Alliance
North Carolina
$323K +$59.2K +505 +22%
OC
842
Oakworth Capital
Alabama
$323K
BSW
843
Buckingham Strategic Wealth
Missouri
$322K -$53.8K -459 -14%
PK
844
Pflug Koory
Nebraska
$322K +$15.6K +133 +5%
BWG
845
Balanced Wealth Group
Ohio
$321K +$321K +2,737 New
SCA
846
Sage Capital Advisors
South Dakota
$321K +$7.62K +65 +2%
CBT
847
CoreFirst Bank & Trust
Kansas
$320K
OCM
848
Orion Capital Management
California
$320K -$23.4K -200 -7%
PAM
849
Palisade Asset Management
Minnesota
$319K -$244K -2,080 -43%
QCM
850
QRG Capital Management
Illinois
$319K -$6.56K -56 -2%