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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 %
CAG
951
Crestwood Advisors Group
Massachusetts
$251K +$251K +2,146 New
AAM
952
Augustine Asset Management
Florida
$249K +$2.11K +18 +0.9%
IA
953
Insight Advisors
Pennsylvania
$249K -$5.39K -46 -2%
QC
954
Quent Capital
New York
$249K
BMCM
955
Burns Matteson Capital Management
New York
$248K +$5.98K +51 +2%
BWM
956
Birchcreek Wealth Management
Ohio
$247K +$117 +1 +0%
CAI
957
Capital Advisors Inc
Oklahoma
$246K +$469 +4 +0.2%
NIM
958
Northeast Investment Management
Massachusetts
$245K
GKWIM
959
Gerber Kawasaki Wealth & Investment Management
California
$245K +$4.1K +35 +2%
MSAM
960
Moloney Securities Asset Management
Missouri
$244K -$10.9K -93 -4%
CI
961
Chartist Inc
California
$244K +$244K +2,071 New
SAM
962
Strategy Asset Managers
California
$243K +$243K +2,078 New
AAS
963
Annex Advisory Services
Wisconsin
$243K
VWA
964
V Wealth Advisors
Kansas
$242K +$352 +3 +0.1%
MG
965
Mather Group
Illinois
$242K +$242K +2,064 New
PSB
966
Piscataqua Savings Bank
New Hampshire
$241K
PG
967
Patten Group
Tennessee
$241K -$4.1K -35 -2%
DWP
968
Daymark Wealth Partners
Ohio
$241K +$15.2K +130 +7%
FAB
969
First American Bank
Illinois
$240K
CIBC Asset Management
970
CIBC Asset Management
Ontario, Canada
$240K
LC
971
LCNB Corp
Ohio
$240K
NIC
972
Northwest Investment Counselors
Oregon
$239K -$19.9K -170 -8%
SCA
973
STALEY CAPITAL ADVISERS
Pennsylvania
$239K
MWPCG
974
Measured Wealth Private Client Group
New Hampshire
$238K
CA
975
Carson Advisory
Georgia
$237K -$2.93K -25 -1%