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iShares Select Dividend ETF

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
951
Cora Capital Advisors
New Jersey
$208K
GCP
952
GSA Capital Partners
United Kingdom
$208K +$208K +1,933 New
PG
953
Patten Group
Tennessee
$208K -$6.67K -62 -3%
OFS
954
Oldfather Financial Services
Nebraska
$208K -$661K -6,143 -76%
LA
955
Legacy Advisors
Pennsylvania
$207K +$207K +1,924 New
ACIM
956
Azimuth Capital Investment Management
Michigan
$206K
Chevy Chase Trust
957
Chevy Chase Trust
Maryland
$206K -$1.62K -15 -0.8%
CA
958
Claro Advisors
Massachusetts
$206K -$47.8K -444 -19%
NGA
959
Naples Global Advisors
Florida
$205K
DCM
960
Dudley Capital Management
Virginia
$205K
KWA
961
KCS Wealth Advisory
California
$204K +$204K +1,897 New
CWS
962
Confluence Wealth Services
Pennsylvania
$203K
SWM
963
Segment Wealth Management
Texas
$202K
CT
964
Colonial Trust
South Carolina
$202K
GD
965
Grandfield & Dodd
New York
$202K
TB
966
Treynor Bancshares
Iowa
$201K +$201K +1,868 New
SR
967
Syntax Research
Florida
$201K +$201K +1,867 New
S
968
SignatureFD
Georgia
$201K +$46.3K +430 +30%
BFA
969
Benedict Financial Advisors
Georgia
$200K -$1.72K -16 -0.9%
AIM
970
Anchor Investment Management
South Carolina
$198K
FDCC
971
Foster Dykema Cabot & Co
Massachusetts
$190K +$190K +1,766 New
CTA
972
Colonial Trust Advisors
South Carolina
$187K
M
973
MOTCO
Texas
$187K
MPCG
974
Matrix Private Capital Group
New York
$183K +$31.2K +286 +21%
RA
975
Rise Advisors
New York
$180K -$50.4K -468 -22%