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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 %
PSF
851
Pacific Sun Financial
California
$273K -$1.08K -10 -0.4%
PMFA
852
Plante Moran Financial Advisors
Michigan
$272K -$43.1K -400 -14%
JSW
853
Journey Strategic Wealth
New Jersey
$271K -$210K -1,947 -44%
MCM
854
Mengis Capital Management
Oregon
$269K
TVAMP
855
Tennessee Valley Asset Management Partners
Tennessee
$268K +$4.74K +44 +2%
MAG
856
MRA Advisory Group
New Jersey
$267K
CA
857
Cornerstone Advisory
Maryland
$267K
AWM
858
AllSquare Wealth Management
New York
$267K
PCFFS
859
Pacific Center for Financial Services
California
$266K
SIA
860
Schechter Investment Advisors
Michigan
$266K
SIG
861
Sargent Investment Group
Maryland
$265K
BTWM
862
Baker Tilly Wealth Management
Wisconsin
$265K +$14.5K +135 +6%
WF
863
WoodTrust Financial
Wisconsin
$265K
RT
864
Rockland Trust
Massachusetts
$263K -$5.38K -50 -2%
CHA
865
Carmichael Hill & Associates
Maryland
$263K +$861 +8 +0.3%
PFGIA
866
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$65.9K +612 +33%
KC
867
Kingfisher Capital
North Carolina
$263K
GC
868
Guggenheim Capital
Illinois
$263K +$263K +2,443 New
MIM
869
Moseley Investment Management
Florida
$263K
GWS
870
Glassman Wealth Services
Virginia
$260K
MLA
871
My Legacy Advisors
Oregon
$260K
NB
872
Northwest Bancshares
Pennsylvania
$260K
UBV
873
United Bank (Virginia)
Virginia
$258K
FF
874
Financial Futures
New Jersey
$257K -$5.16M -47,951 -95%
AM
875
AGF Management
Ontario, Canada
$255K -$16.7K -155 -6%