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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$11.7M +$773K +7,182 +7%
BOH
77
Bank of Hawaii
Hawaii
$11.6M +$75.8K +704 +0.7%
SWA
78
SOA Wealth Advisors
New York
$10.9M -$457K -4,247 -4%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$10.2M -$882K -8,194 -8%
PIA
80
Powell Investment Advisors
Florida
$10M +$132K +1,213 +1%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$10M +$9.56M +88,802 +2,058%
KL
82
KWMG LLC
Kansas
$9.99M +$367K +3,412 +4%
NSIM
83
North Star Investment Management
Illinois
$9.95M +$143K +1,331 +1%
LW
84
Linscomb Wealth
Texas
$9.63M -$848K -7,876 -8%
SDWIA
85
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$9.49M +$212K +1,967 +2%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$9.44M -$234K -2,172 -2%
BAM
87
Brave Asset Management
New Jersey
$9.4M -$6.03K -56 -0.1%
SPIA
88
Steward Partners Investment Advisory
New York
$9.39M -$658K -6,110 -7%
VFP
89
Verus Financial Partners
Virginia
$9.15M -$6.19M -58,033 -40%
IA
90
IFG Advisors
Missouri
$9.05M +$164K +1,523 +2%
RRA
91
Round Rock Advisors
Connecticut
$9.03M +$36.6K +340 +0.4%
AAIM
92
Asset Advisors Investment Management
Georgia
$8.92M -$75K -697 -0.8%
ASN
93
Advisory Services Network
Georgia
$8.83M -$580K -5,390 -6%
BL
94
Balentine LLC
Georgia
$8.76M -$2.62M -24,316 -23%
NA
95
NewEdge Advisors
Louisiana
$8.64M -$119K -1,107 -1%
PFO
96
Pathstone Family Office
New Jersey
$8.23M +$8.23M +76,474 New
MGIA
97
Moneta Group Investment Advisors
Missouri
$8.01M +$159K +1,480 +2%
Lido Advisors
98
Lido Advisors
California
$7.9M +$1.2M +11,125 +18%
Deutsche Bank
99
Deutsche Bank
Germany
$7.87M -$7.92M -73,547 -50%
PFP
100
Pinnacle Financial Partners
Tennessee
$7.82M -$328K -3,050 -4%