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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 %
BP
951
BBR Partners
New York
$265K
TVAMP
952
Tennessee Valley Asset Management Partners
Tennessee
$265K +$2.29K +19 +0.9%
AFA
953
American Financial Advisors
Georgia
$264K +$13K +108 +5%
AFP
954
Alpha Financial Partners
Kentucky
$263K +$263K +2,182 New
MSAM
955
Moloney Securities Asset Management
Missouri
$263K -$9.53K -79 -4%
SIC
956
Sigma Investment Counselors
Michigan
$262K -$42.2K -350 -14%
MCA
957
MSH Capital Advisors
Arizona
$262K +$10K +83 +4%
IA
958
Insight Advisors
Pennsylvania
$261K +$2.17K +18 +0.8%
CB
959
CNB Bank
Pennsylvania
$261K
PA
960
Procyon Advisors
Connecticut
$260K -$47.5K -394 -15%
M
961
MOTCO
Texas
$259K +$48.2K +400 +23%
UB
962
UMB Bank
Missouri
$259K
AW
963
Avion Wealth
Texas
$259K
JSC
964
Jackson Square Capital
California
$259K -$5.67K -47 -2%
SFP
965
Sterling Financial Planning
New Jersey
$258K -$3.5K -29 -1%
Allspring Global Investments
966
Allspring Global Investments
North Carolina
$258K +$258K +2,140 New
QC
967
Quent Capital
New York
$256K
AAM
968
Augustine Asset Management
Florida
$254K +$254K +2,108 New
BWM
969
Birchcreek Wealth Management
Ohio
$254K +$241 +2 +0.1%
AM
970
AGF Management
Ontario, Canada
$253K +$253K +2,100 New
CAI
971
Capital Advisors Inc
Oklahoma
$253K +$482 +4 +0.2%
PG
972
Patten Group
Tennessee
$252K +$13.3K +110 +6%
NIM
973
Northeast Investment Management
Massachusetts
$252K
PCA
974
Personal Capital Advisors
California
$251K +$1.09K +9 +0.4%
AAS
975
Annex Advisory Services
Wisconsin
$250K