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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 %
FTS
976
Fifth Third Securities
Ohio
$250K +$250K +2,071 New
BMCM
977
Burns Matteson Capital Management
New York
$250K +$250K +2,069 New
VWA
978
V Wealth Advisors
Kansas
$249K -$300K -2,483 -55%
PSB
979
Piscataqua Savings Bank
New Hampshire
$248K
GKWIM
980
Gerber Kawasaki Wealth & Investment Management
California
$248K +$248K +2,054 New
FAB
981
First American Bank
Illinois
$247K
CIBC Asset Management
982
CIBC Asset Management
Ontario, Canada
$247K
AWAP
983
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$247K +$247K +2,050 New
LC
984
LCNB Corp
Ohio
$247K -$18.6K -154 -7%
MWM
985
Modera Wealth Management
New Jersey
$247K +$247K +2,049 New
CA
986
Carson Advisory
Georgia
$247K
SCA
987
STALEY CAPITAL ADVISERS
Pennsylvania
$246K
LWM
988
Lyell Wealth Management
California
$245K
MWPCG
989
Measured Wealth Private Client Group
New Hampshire
$245K +$2.89K +24 +1%
SC
990
Savant Capital
Illinois
$244K +$183K +5,755 +300%
GD
991
Grandfield & Dodd
New York
$242K
RWA
992
Redmont Wealth Advisors
Illinois
$241K
BAM
993
Bosun Asset Management
Illinois
$241K
RSC
994
Red Spruce Capital
Pennsylvania
$241K +$241K +2,000 New
WFAG
995
Worth Financial Advisory Group
North Carolina
$239K +$239K +1,985 New
NGA
996
Naples Global Advisors
Florida
$238K
SC
997
Sepio Capital
Utah
$238K
SCA
998
Stillwater Capital Advisors
Pennsylvania
$238K +$10.3K +85 +5%
9WM
999
9258 Wealth Management
Ohio
$236K
W
1000
WealthOne
New York
$236K +$5.91K +49 +3%