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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 %
DAC
926
Dividend Assets Capital
South Carolina
$266K
DWMG
927
DB Wealth Management Group
California
$266K
IW
928
Imprint Wealth
South Carolina
$266K +$266K +2,320 New
MAWA
929
Moss Adams Wealth Advisors
Washington
$265K +$1.17K +10 +0.4%
BCP
930
Berkeley Capital Partners
Georgia
$265K -$16.1K -137 -6%
SFG
931
SNS Financial Group
Minnesota
$264K +$820 +7 +0.3%
RA
932
Rise Advisors
New York
$263K -$21.4K -183 -8%
SA
933
Sunesis Advisors
Kansas
$263K +$263K +2,246 New
OCM
934
One Capital Management
California
$262K -$28.1M -239,877 -99%
IF
935
IRON Financial
Illinois
$262K
AW
936
Avion Wealth
Texas
$262K -$29.7K -247 -10%
GWM
937
Gitterman Wealth Management
New Jersey
$262K -$51.1K -436 -16%
GA
938
GFS Advisors
Texas
$261K
FP
939
Fiduciary Planning
Florida
$260K +$117 +1 +0%
TVAMP
940
Tennessee Valley Asset Management Partners
Tennessee
$260K +$2.34K +20 +0.9%
HL
941
HeadInvest LLC
Maine
$259K
AFA
942
American Financial Advisors
Georgia
$257K +$117 +1 +0%
TW
943
TrinityPoint Wealth
Connecticut
$256K -$9.37K -80 -4%
SIC
944
Sigma Investment Counselors
Michigan
$254K
PA
945
Procyon Advisors
Connecticut
$253K
IF
946
Intrua Financial
Texas
$253K +$36.7K +328 +17%
TLP
947
Trinity Legacy Partners
Texas
$252K -$28.4K -242 -10%
UB
948
UMB Bank
Missouri
$252K
SFP
949
Sterling Financial Planning
New Jersey
$252K +$469 +4 +0.2%
JSC
950
Jackson Square Capital
California
$252K