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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 %
LCGC
851
Legacy Capital Group California
California
$326K +$326K +2,779 New
LCM
852
LVM Capital Management
Michigan
$325K
IFA
853
Interactive Financial Advisors
Illinois
$325K -$16.4K -140 -5%
OPOWM
854
One Plus One Wealth Management
Florida
$325K
ANHIM
855
Alan N. Hoffman Investment Management
Massachusetts
$324K
SWM
856
Silverlake Wealth Management
Vermont
$324K
IIC
857
Ironwood Investment Counsel
Arizona
$323K
ST
858
Sentinel Trust
Texas
$323K
NB
859
Nicolet Bankshares
Wisconsin
$321K +$321K +2,742 New
MAG
860
MRA Advisory Group
New Jersey
$320K -$64.4K -550 -17%
WIC
861
Woodmont Investment Counsel
Tennessee
$319K -$23.4K -200 -7%
TNA
862
True North Advisors
Texas
$318K +$318K +2,711 New
HZ
863
Hixon Zuercher
Ohio
$317K
CWM
864
Connecticut Wealth Management
Connecticut
$317K -$3.8M -32,450 -92%
PC
865
Pecaut & Co
Iowa
$317K +$14.4K +123 +5%
RB
866
Renasant Bank
Mississippi
$316K -$406K -3,461 -56%
CHA
867
Carmichael Hill & Associates
Maryland
$316K
CMP
868
Courage Miller Partners
Virginia
$313K -$55K -469 -15%
EWM
869
Empirical Wealth Management
Washington
$313K
NWA
870
Navis Wealth Advisors
New York
$313K
DSN
871
D. Scott Neal
Kentucky
$313K
PCA
872
Providence Capital Advisors
North Carolina
$311K -$683K -5,825 -69%
SCA
873
Sage Capital Advisors
South Dakota
$311K -$79.3K -677 -20%
OCM
874
Orleans Capital Management
Louisiana
$311K
NC
875
NewSquare Capital
Pennsylvania
$311K