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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 %
CFSG
901
Community Financial Services Group
Vermont
$239K +$239K +2,220 New
IFA
902
Interactive Financial Advisors
Illinois
$239K -$41.7K -387 -15%
CG
903
CFO4Life Group
Texas
$237K
AW
904
Avion Wealth
Texas
$234K
RWM
905
Ritholtz Wealth Management
New York
$233K +$233K +2,162 New
OP
906
ORG Partners
Indiana
$232K -$44.3K -412 -16%
BFO
907
Biltmore Family Office
North Carolina
$232K -$3.82K -35 -2%
SFP
908
Sterling Financial Planning
New Jersey
$232K
SIC
909
Sigma Investment Counselors
Michigan
$232K -$2.15K -20 -0.9%
UB
910
UMB Bank
Missouri
$231K
SAM
911
Secure Asset Management
Michigan
$231K +$231K +2,150 New
AAM
912
Augustine Asset Management
Florida
$231K
TW
913
TrinityPoint Wealth
Connecticut
$229K
IA
914
Insight Advisors
Pennsylvania
$229K
QC
915
Quent Capital
New York
$228K
AFA
916
American Financial Advisors
Georgia
$225K
MCC
917
Money Concepts Capital
Florida
$224K -$45.5K -423 -17%
HL
918
HeadInvest LLC
Maine
$223K
MSAM
919
Moloney Securities Asset Management
Missouri
$223K +$6.35K +59 +3%
AWE
920
Avidian Wealth Enterprises
Texas
$222K
SFG
921
SNS Financial Group
Minnesota
$222K
PSB
922
Piscataqua Savings Bank
New Hampshire
$222K
IW
923
Imprint Wealth
South Carolina
$221K -$126K -1,160 -36%
VDI
924
Vaughan David Investments
Illinois
$221K
FFA
925
First Foundation Advisors
California
$221K -$113K -1,047 -34%