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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 %
NC
876
NewSquare Capital
Pennsylvania
$320K
VC
877
Vicus Capital
Pennsylvania
$318K -$157K -1,298 -33%
BC
878
Barrett & Company
Rhode Island
$317K
SHFA
879
SC&H Financial Advisors
Maryland
$315K -$4.1K -34 -1%
LBC
880
Lowe Brockenbrough & Co
Virginia
$315K
KF
881
Krilogy Financial
Missouri
$314K -$6.03K -50 -2%
PC
882
Pecaut & Co
Iowa
$311K +$214K +1,778 +222%
MIA
883
MainStreet Investment Advisors
Illinois
$306K -$15.1K -125 -5%
EE
884
EWG Elevate
California
$305K +$2.29K +19 +0.8%
AAM
885
Autus Asset Management
Arizona
$305K -$21.1K -175 -6%
PMFA
886
Plante Moran Financial Advisors
Michigan
$304K
PSF
887
Pacific Sun Financial
California
$304K +$2.41K +20 +0.8%
FCP
888
Fidelis Capital Partners
Florida
$304K +$304K +2,460 New
SNBOSCI
889
Security National Bank of Sioux City Iowa
Iowa
$303K
ATC
890
Adirondack Trust Company
New York
$303K -$121K -1,000 -28%
MCM
891
Mengis Capital Management
Oregon
$301K
CWM
892
Chicago Wealth Management
Illinois
$301K -$13.5M -112,259 -98%
ACIM
893
Azimuth Capital Investment Management
Michigan
$300K -$121 -1 -0%
HNWA
894
Henrickson Nauta Wealth Advisors
Michigan
$300K
DCM
895
Donaldson Capital Management
Indiana
$299K -$91.4K -758 -23%
AWM
896
AllSquare Wealth Management
New York
$299K
CCA
897
Cobblestone Capital Advisors
New York
$298K
EP
898
Edgestream Partners
New Jersey
$298K +$298K +2,469 New
FHC
899
First Heartland Consultants
Missouri
$298K -$353K -2,925 -54%
SXL
900
Summit X LLC
Missouri
$298K +$298K +2,479 New