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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 %
AFTS
901
American Financial & Tax Strategies
New York
$277K +$277K +2,366 New
BP
902
BBR Partners
New York
$277K
CB
903
CNB Bank
Pennsylvania
$276K
TGAM
904
TBH Global Asset Management
Tennessee
$275K -$103K -876 -27%
CG
905
Clarus Group
Texas
$273K
SAG
906
SageView Advisory Group
California
$273K -$2.59M -22,142 -90%
HNWA
907
Henrickson Nauta Wealth Advisors
Michigan
$272K +$37K +316 +16%
AIFAIM
908
American Institute for Advanced Investment Management
Arizona
$270K -$45.2K -386 -14%
CWM
909
Castle Wealth Management
Florida
$270K -$119K -1,011 -31%
SA
910
Sunesis Advisors
Kansas
$267K
AGWCA
911
Annis Gardner Whiting Capital Advisors
Florida
$267K +$1.29K +11 +0.5%
MAWA
912
Moss Adams Wealth Advisors
Washington
$265K
HWA
913
Heritage Wealth Advisors
Virginia
$265K -$33.2K -283 -11%
ACM
914
Allred Capital Management
Texas
$265K -$3.87K -33 -1%
SG
915
StoneX Group
New York
$264K +$5.39K +46 +2%
TA
916
TFB Advisors
Kansas
$264K +$264K +2,254 New
CWP
917
CFM Wealth Partners
Texas
$264K
IF
918
IRON Financial
Illinois
$263K +$1.29K +11 +0.5%
MA
919
Montag & Associates
Georgia
$263K
CAC
920
Certified Advisory Corp
Florida
$263K
CMP
921
Courage Miller Partners
Virginia
$262K -$43.7K -373 -14%
FHC
922
First Heartland Consultants
Missouri
$261K -$1.81M -15,412 -87%
CCT
923
Capital City Trust
Florida
$260K -$215K -1,834 -45%
HBT
924
Hills Bank & Trust
Iowa
$260K
CG
925
CFO4Life Group
Texas
$258K