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iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
876
Fiduciary Trust
Massachusetts
$299K +$299K +2,549 New
PFGIA
877
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$11.3K +96 +4%
CSIC
878
Clifford Swan Investment Counsel
California
$297K -$149K -1,268 -33%
PSF
879
Pacific Sun Financial
California
$297K
PMFA
880
Plante Moran Financial Advisors
Michigan
$296K
MAM
881
Marquette Asset Management
Minnesota
$294K -$47.1K -402 -14%
PA
882
Procyon Advisors
Connecticut
$293K -$7.27K -62 -2%
MCM
883
Mengis Capital Management
Oregon
$293K
JSW
884
Journey Strategic Wealth
New Jersey
$291K -$3.99K -34 -1%
MAG
885
MRA Advisory Group
New Jersey
$291K
CA
886
Cornerstone Advisory
Maryland
$291K
AWM
887
AllSquare Wealth Management
New York
$290K
LA
888
Lane & Associates
New Jersey
$290K -$218K -1,863 -43%
KC
889
Kingfisher Capital
North Carolina
$289K +$3.39K +29 +1%
BTWM
890
Baker Tilly Wealth Management
Wisconsin
$289K
PCFFS
891
Pacific Center for Financial Services
California
$287K -$2.81K -24 -1%
RT
892
Rockland Trust
Massachusetts
$287K
CHA
893
Carmichael Hill & Associates
Maryland
$287K
IIC
894
Ironwood Investment Counsel
Arizona
$287K -$6.45K -55 -2%
MLA
895
My Legacy Advisors
Oregon
$285K
MSR
896
Main Street Research
Connecticut
$284K +$284K +2,420 New
NB
897
Northwest Bancshares
Pennsylvania
$283K
BA
898
Bristlecone Advisors
Washington
$282K -$27.5K -235 -9%
SIA
899
Schechter Investment Advisors
Michigan
$282K -$7.62K -65 -3%
UBV
900
United Bank (Virginia)
Virginia
$281K