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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 %
Fisher Asset Management
1001
Fisher Asset Management
Washington
$236K +$236K +1,953 New
WE
1002
Wealth Effects
Massachusetts
$236K
TT
1003
TI-Trust
Illinois
$235K
SW
1004
SlateStone Wealth
Florida
$235K +$235K +1,945 New
BFA
1005
Benedict Financial Advisors
Georgia
$234K -$5.31K -44 -2%
CT
1006
Colonial Trust
South Carolina
$234K -$2.41K -20 -1%
MAM
1007
Meeder Asset Management
Ohio
$234K +$69.5K +576 +42%
IF
1008
Intrua Financial
Texas
$234K -$63.7K -525 -21%
NAG
1009
Northstar Advisory Group
New Jersey
$233K -$4.83K -40 -2%
CCA
1010
Cora Capital Advisors
New Jersey
$233K +$233K +1,935 New
DWP
1011
Daymark Wealth Partners
Ohio
$232K +$232K +1,925 New
NLP
1012
Next Level Private
New York
$232K
RG
1013
Retirement Group
California
$232K +$87.4K +723 +60%
SAM
1014
Silverhawk Asset Management
Arizona
$232K +$232K +1,921 New
Wealth Enhancement Advisory Services
1015
Wealth Enhancement Advisory Services
Minnesota
$231K
CTB
1016
Country Trust Bank
Illinois
$231K -$39.8K -330 -15%
AWM
1017
Accurate Wealth Management
Florida
$230K +$230K +1,856 New
GCM
1018
Gallacher Capital Management
Colorado
$230K +$230K +1,903 New
G
1019
Gainplan
Michigan
$229K -$28.1K -233 -11%
DCM
1020
Dudley Capital Management
Virginia
$229K +$229K +1,900 New
CS
1021
Comerica Securities
Michigan
$229K -$7.48K -62 -3%
MPPLM
1022
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$228K +$228K +1,894 New
IGWM
1023
ICA Group Wealth Management
Colorado
$227K +$227K +1,884 New
SWM
1024
Segment Wealth Management
Texas
$226K
SG
1025
StoneX Group
New York
$226K -$3.02K -25 -1%