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iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TLFA
926
True Link Financial Advisors
California
$278K
KA
927
Kovack Advisors
Florida
$278K -$114K -946 -29%
CG
928
CFO4Life Group
Texas
$277K -$49.4K -410 -15%
C
929
CFO4Life
Texas
$277K +$277K +2,300 New
ACM
930
Ategra Capital Management
Virginia
$277K
CWM
931
ClientFirst Wealth Management
Arkansas
$276K -$36.2K -300 -12%
ACM
932
Allred Capital Management
Texas
$275K -$13.4K -111 -5%
SFS
933
Security Financial Services
Indiana
$275K +$275K +2,282 New
SFA
934
Seneca Financial Advisors
New York
$274K +$3.5K +29 +1%
DWMG
935
DB Wealth Management Group
California
$274K
IFWM
936
Institute for Wealth Management
Colorado
$273K +$15.3K +127 +6%
TW
937
TrinityPoint Wealth
Connecticut
$273K
CWP
938
CFM Wealth Partners
Texas
$272K
MAWA
939
Moss Adams Wealth Advisors
Washington
$272K +$272K +2,253 New
SFG
940
SNS Financial Group
Minnesota
$271K +$2.17K +18 +0.8%
Chevy Chase Trust
941
Chevy Chase Trust
Maryland
$270K
IF
942
IRON Financial
Illinois
$270K +$270K +2,237 New
GA
943
GFS Advisors
Texas
$269K
ACA
944
Atlas Capital Advisors
Wyoming
$269K -$191K -1,587 -42%
FP
945
Fiduciary Planning
Florida
$267K +$120 +1 +0%
NIC
946
Northwest Investment Counselors
Oregon
$267K -$13.4K -111 -5%
HL
947
HeadInvest LLC
Maine
$267K
OBWG
948
Onyx Bridge Wealth Group
New York
$266K +$266K +2,148 New
DAC
949
Dividend Assets Capital
South Carolina
$266K +$19.3K +160 +8%
CWM
950
Cedar Wealth Management
California
$265K