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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 %
BP
876
BBR Partners
New York
$254K -$29.9K -278 -11%
CB
877
CNB Bank
Pennsylvania
$253K +$135K +1,250 +113%
DWP
878
Daymark Wealth Partners
Ohio
$253K -$6.14K -57 -2%
ZIM
879
Zacks Investment Management
Illinois
$252K
CG
880
Clarus Group
Texas
$251K
FOFP
881
Fee-Only Financial Planning
South Carolina
$248K -$21.5K -200 -8%
CWM
882
ClientFirst Wealth Management
Arkansas
$247K
MAWA
883
Moss Adams Wealth Advisors
Washington
$247K
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$247K +$247K +2,263 New
CWM
885
C2C Wealth Management
Arizona
$247K
ACM
886
Allred Capital Management
Texas
$246K
SA
887
Sunesis Advisors
Kansas
$246K +$246K +2,281 New
MA
888
Montag & Associates
Georgia
$245K
DWMG
889
DB Wealth Management Group
California
$244K
IF
890
Integrity Financial
Wyoming
$243K +$130K +1,206 +115%
CWP
891
CFM Wealth Partners
Texas
$242K
FFA
892
Founders Financial Alliance
North Carolina
$242K +$3.98K +37 +2%
ATC
893
Adirondack Trust Company
New York
$242K -$28.4K -264 -11%
CAC
894
Certified Advisory Corp
Florida
$241K +$241K +2,240 New
SG
895
StoneX Group
New York
$241K
IF
896
IRON Financial
Illinois
$241K
IFWM
897
Institute for Wealth Management
Colorado
$240K
TLFA
898
True Link Financial Advisors
California
$239K
GA
899
Greenspring Advisors
Maryland
$239K
HBT
900
Hills Bank & Trust
Iowa
$239K -$1.18K -11 -0.5%