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iShares Select Dividend ETF
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Overview Fund Activity

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.

Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.1%
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

Top Buyers

1
NAM
1
Nissay Asset Management
Japan
$211M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$494M
4
ST
4
Sageworth Trust
Pennsylvania
$47.5M
5
CA
5
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$838M
3
Truist Financial
3
Truist Financial
North Carolina
$286M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
5
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$14M -$55.9K -477 -0.4%
NAM
77
NTV Asset Management
West Virginia
$13.9M -$29.3K -250 -0.2%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$13.6M +$833K +7,110 +7%
MHI
79
Miller Howard Investments
New York
$13.6M -$21.9M -186,703 -62%
BOH
80
Bank of Hawaii
Hawaii
$13M -$263K -2,243 -2%
SWA
81
SOA Wealth Advisors
New York
$12.9M -$245K -2,088 -2%
EH
82
Equitable Holdings
New York
$12.8M -$195K -1,666 -1%
FHA
83
First Horizon Advisors
Tennessee
$12.6M +$2.39M +20,414 +23%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$12.4M -$1.06M -9,072 -8%
BL
85
Balentine LLC
Georgia
$12.3M +$3.83M +32,725 +45%
LW
86
Linscomb Wealth
Texas
$11.9M -$240K -2,047 -2%
CW
87
Connectus Wealth
Ohio
$11.9M +$10.9M +92,786 +1,073%
Corient Private Wealth
88
Corient Private Wealth
Florida
$11.9M +$1.35M +11,507 +13%
ASN
89
Advisory Services Network
Georgia
$11.4M -$1.2M -10,248 -10%
PFP
90
Pinnacle Financial Partners
Tennessee
$11.1M -$1.31M -11,176 -11%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$10.6M -$6.56K -56 -0.1%
ACP
92
Arcus Capital Partners
Georgia
$10.6M +$350K +2,985 +3%
PIA
93
Powell Investment Advisors
Florida
$10.6M +$152K +1,298 +1%
IWC
94
Integrated Wealth Concepts
Massachusetts
$10.4M +$1.13M +9,671 +12%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$10.4M +$590K +5,037 +6%
NA
96
NewEdge Advisors
Louisiana
$10.3M +$1.81M +15,575 +21%
BAM
97
Brave Asset Management
New Jersey
$10.2M -$273K -2,327 -3%
MMA
98
Miracle Mile Advisors
California
$10.2M -$2.06M -17,592 -17%
AAIM
99
Asset Advisors Investment Management
Georgia
$10.1M -$255K -2,175 -2%
NSIM
100
North Star Investment Management
Illinois
$10M +$216K +1,847 +2%
2 3
4
5 6