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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
HL
901
HeadInvest LLC
Maine
$237K
BP
902
BBR Partners
New York
$236K
LC
903
LCNB Corp
Ohio
$236K
CWM
904
Cedar Wealth Management
California
$236K
JSC
905
Jackson Square Capital
California
$235K
CC
906
Courier Capital
New York
$235K +$6.43K +60 +3%
TVAMP
907
Tennessee Valley Asset Management Partners
Tennessee
$234K +$2.79K +26 +1%
SFP
908
Sterling Financial Planning
New Jersey
$233K
CB
909
CNB Bank
Pennsylvania
$232K
BTWM
910
Baker Tilly Wealth Management
Wisconsin
$231K -$13.4K -125 -5%
IA
911
Insight Advisors
Pennsylvania
$231K -$1.07K -10 -0.5%
UB
912
UMB Bank
Missouri
$231K
G
913
Gainplan
Michigan
$229K -$130K -1,216 -36%
T
914
TCWP
Ohio
$229K -$1.39K -13 -0.6%
IFWM
915
Institute for Wealth Management
Colorado
$229K
QC
916
Quent Capital
New York
$228K
CAI
917
Capital Advisors Inc
Oklahoma
$228K +$980 +9 +0.4%
WIA
918
World Investment Advisors
California
$226K
BTI
919
Blue Trust Inc
Georgia
$226K +$77.6K +660 +52%
BWM
920
Birchcreek Wealth Management
Ohio
$225K +$214 +2 +0.1%
NIM
921
Northeast Investment Management
Massachusetts
$224K +$4.28K +40 +2%
MCA
922
MSH Capital Advisors
Arizona
$224K
AFA
923
American Financial Advisors
Georgia
$223K +$19.8K +185 +10%
PCA
924
Personal Capital Advisors
California
$222K -$3K -28 -1%
H
925
HoyleCohen
California
$222K