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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 %
GCM
876
Gallacher Capital Management
Colorado
$310K +$87.1K +743 +39%
BC
877
Barrett & Company
Rhode Island
$309K +$1.64K +14 +0.5%
AM
878
AGF Management
Ontario, Canada
$306K +$60.3K +515 +25%
KF
879
Krilogy Financial
Missouri
$305K
FCC
880
Florin Court Capital
United Kingdom
$305K +$305K +2,600 New
VC
881
Vicus Capital
Pennsylvania
$305K -$4.34K -37 -1%
BMWM
882
Brown Miller Wealth Management
Virginia
$304K -$8.79K -75 -3%
PK
883
Pflug Koory
Nebraska
$303K +$14.6K +125 +5%
BFO
884
Biltmore Family Office
North Carolina
$302K -$375K -3,198 -55%
MLA
885
My Legacy Advisors
Oregon
$301K +$301K +2,543 New
PVI
886
Pine Valley Investments
New Jersey
$299K +$299K +2,643 New
Empower Advisory Group
887
Empower Advisory Group
Colorado
$299K +$299K +2,546 New
RT
888
Rockland Trust
Massachusetts
$298K +$298K +2,547 New
EE
889
EWG Elevate
California
$297K
SIMG
890
Sonora Investment Management Group
Arizona
$296K -$58.6K -500 -17%
PMFA
891
Plante Moran Financial Advisors
Michigan
$296K
ATC
892
Adirondack Trust Company
New York
$294K
MCM
893
Mengis Capital Management
Oregon
$293K
HNWA
894
Henrickson Nauta Wealth Advisors
Michigan
$291K
MRCM
895
M&R Capital Management
New Jersey
$291K -$41.7K -356 -13%
AWM
896
AllSquare Wealth Management
New York
$290K
CCA
897
Cobblestone Capital Advisors
New York
$289K
SIG
898
Sargent Investment Group
Maryland
$289K
SIA
899
Schechter Investment Advisors
Michigan
$289K +$289K +2,464 New
PCFFS
900
Pacific Center for Financial Services
California
$288K +$288K +2,462 New