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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 %
DAC
976
Dividend Assets Capital
South Carolina
$179K -$51.1K -476 -22%
AWM
977
Angeles Wealth Management
California
$172K
CICI
978
Capital Investment Counsel Inc
North Carolina
$172K +$172K +1,598 New
RG
979
Retirement Group
California
$172K +$9.04K +84 +6%
CA
980
Crewe Advisors
Utah
$162K -$13.5K -125 -8%
EWM
981
EPG Wealth Management
Georgia
$161K -$108 -1 -0.1%
HWP
982
Highline Wealth Partners
California
$160K
MRCM
983
M&R Capital Management
New Jersey
$159K -$108K -1,006 -41%
AA
984
Ancora Advisors
Ohio
$159K
GWMIA
985
Global Wealth Management Investment Advisory
Florida
$153K
QCG
986
Quadrant Capital Group
Ohio
$152K
MFT
987
Moisand Fitzgerald Tamayo
Florida
$151K
NL
988
NVWM LLC
Pennsylvania
$147K +$10.8K +100 +8%
TH
989
TCTC Holdings
Texas
$142K
BWP
990
Baldwin Wealth Partners
Massachusetts
$140K
EW
991
Element Wealth
Mississippi
$140K +$35.4K +329 +34%
CWM
992
Cranbrook Wealth Management
Michigan
$138K
WPWM
993
Western Pacific Wealth Management
Illinois
$137K
FFC
994
First Financial Corp
Indiana
$135K
SA
995
SRH Advisors
Kansas
$133K
CWP
996
Concord Wealth Partners
Virginia
$131K
AFS
997
Annapolis Financial Services
Maryland
$129K +$129K +1,200 New
RTC
998
Riverview Trust Company
Washington
$129K
GJIA
999
Glass Jacobson Investment Advisors
Maryland
$128K -$969 -9 -0.7%
FRA
1000
Front Row Advisors
California
$127K