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iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FFBTD
851
First Financial Bank - Trust Division
Ohio
$344K +$344K +2,850 New
OC
852
Oakworth Capital
Alabama
$344K
CT
853
Columbia Trust
Oregon
$344K
HWA
854
Heritage Wealth Advisors
Virginia
$343K
MRCM
855
M&R Capital Management
New Jersey
$342K +$67.2K +557 +24%
DFS
856
Dixon Fnancial Services
California
$338K
AA
857
AF Advisors
California
$338K
OPOWM
858
One Plus One Wealth Management
Florida
$334K
ANHIM
859
Alan N. Hoffman Investment Management
Massachusetts
$334K -$20.2K -167 -6%
LCM
860
LVM Capital Management
Michigan
$334K
SWM
861
Silverlake Wealth Management
Vermont
$333K
CTI
862
Community Trust & Investment
Kentucky
$333K +$333K +2,760 New
IIC
863
Ironwood Investment Counsel
Arizona
$333K +$31.4K +260 +10%
ST
864
Sentinel Trust
Texas
$332K
AWE
865
Avidian Wealth Enterprises
Texas
$331K +$331K +2,748 New
HZ
866
Hixon Zuercher
Ohio
$327K
CHA
867
Carmichael Hill & Associates
Maryland
$325K -$5.67K -47 -2%
AIFAIM
868
American Institute for Advanced Investment Management
Arizona
$325K
BMWM
869
Brown Miller Wealth Management
Virginia
$322K
GWM
870
Gitterman Wealth Management
New Jersey
$322K
EWM
871
Empirical Wealth Management
Washington
$322K -$56.3K -467 -15%
NWA
872
Navis Wealth Advisors
New York
$322K
DSN
873
D. Scott Neal
Kentucky
$322K
CMI
874
Clare Market Investments
Texas
$320K -$121K -1,000 -27%
OCM
875
Orleans Capital Management
Louisiana
$320K