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iShares Select Dividend ETF

1,022 hedge funds and large institutions have $7.35B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 334 increasing their positions, 318 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
17.95%
Holding in Top 10
31
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-26.19%
% of All Funds
0.54%
New
65
Increased
334
Reduced
318
Closed
55
Calls
$68.4M
Puts
$44.3M
Net Calls
+$24.1M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
851
Mattern Wealth Management
Kansas
$215K +$215K +1,875 New
GLA
852
Great Lakes Advisors
Illinois
$214K -$76.1K -663 -26%
CGPCS
853
Capital Group Private Client Services
California
$214K +$214K +1,868 New
SRC
854
Sage Rhino Capital
California
$213K
SWM
855
Selective Wealth Management
Virginia
$212K +$45.9K +400 +28%
JWM
856
JGP Wealth Management
Oregon
$211K -$909K -7,925 -81%
VWA
857
V Wealth Advisors
Kansas
$210K -$86.4K -751 -29%
BBNA
858
Bremer Bank National Association
Minnesota
$210K
VFA
859
Voya Financial Advisors
Connecticut
$210K
PGWM
860
Parisi Gray Wealth Management
New Jersey
$209K -$130K -1,114 -38%
W
861
Wealthquest
Ohio
$209K
IF
862
IRON Financial
Illinois
$208K -$135K -1,180 -39%
FMW
863
Farr Miller & Washington
District of Columbia
$207K
NB
864
NBT Bank
New York
$206K
AFC
865
AFT Forsyth & Company
Florida
$206K
KCA
866
Karn Couzens & Associates
Connecticut
$205K +$205K +1,785 New
DBT
867
Dubuque Bank & Trust
Iowa
$204K
TTWM
868
TCV Trust & Wealth Management
Virginia
$203K
CIAS
869
Capital Investment Advisory Services
North Carolina
$202K
M
870
MOTCO
Texas
$198K
FCM
871
Firestone Capital Management
Florida
$198K
JEST
872
JTC Employer Solutions Trustee
Jersey
$195K
RCM
873
Rain Capital Management
Oregon
$190K -$77.8K -679 -29%
AIA
874
Angeles Investment Advisors
California
$183K +$183K +1,599 New
IFA
875
Interactive Financial Advisors
Illinois
$175K -$65.7K -572 -27%