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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 %
RPWA
901
Regent Peak Wealth Advisors
Georgia
$287K -$242K -2,065 -46%
MIM
902
Moseley Investment Management
Florida
$286K
IFWM
903
Institute for Wealth Management
Colorado
$285K +$19.3K +165 +7%
KC
904
Kingfisher Capital
North Carolina
$285K +$1.76K +15 +0.6%
NB
905
Northwest Bancshares
Pennsylvania
$284K
PFM
906
Parsec Financial Management
North Carolina
$284K
GWS
907
Glassman Wealth Services
Virginia
$283K
UBV
908
United Bank (Virginia)
Virginia
$281K
ACM
909
Ategra Capital Management
Virginia
$281K +$11.5K +98 +4%
CWM
910
Chicago Wealth Management
Illinois
$280K -$12K -102 -4%
FFA
911
Founders Financial Alliance
North Carolina
$280K +$2.11K +18 +0.8%
CG
912
Cutler Group
California
$280K +$280K +2,396 New
CWM
913
C2C Wealth Management
Arizona
$279K
BP
914
BBR Partners
New York
$277K +$19.2K +164 +7%
HBT
915
Hills Bank & Trust
Iowa
$273K
CG
916
Clarus Group
Texas
$273K
BTWM
917
Baker Tilly Wealth Management
Wisconsin
$273K
AR
918
Advisory Research
Illinois
$272K -$4.01M -34,230 -94%
CWM
919
ClientFirst Wealth Management
Arkansas
$271K
TLFA
920
True Link Financial Advisors
California
$270K
CG
921
CFO4Life Group
Texas
$270K
Chevy Chase Trust
922
Chevy Chase Trust
Maryland
$268K +$5.86K +50 +2%
SFA
923
Seneca Financial Advisors
New York
$268K +$1.41K +12 +0.5%
ACM
924
Allred Capital Management
Texas
$267K +$467 +4 +0.2%
DCM
925
Donaldson Capital Management
Indiana
$266K -$24.6K -210 -8%