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iShares Select Dividend ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1001
Benedict Financial Advisors
Georgia
$219K -$8.55K -73 -4%
SRC
1002
Sage Rhino Capital
California
$217K
FT
1003
Fiduciary Trust
Massachusetts
$217K
CA
1004
Calton & Associates
Florida
$216K -$469K -4,004 -68%
NAG
1005
Northstar Advisory Group
New Jersey
$215K -$11.7K -100 -5%
AIM
1006
Anchor Investment Management
South Carolina
$215K +$234 +2 +0.1%
TTWM
1007
TCV Trust & Wealth Management
Virginia
$214K +$6.09K +52 +3%
EWM
1008
EPG Wealth Management
Georgia
$213K -$6.44K -55 -3%
NSAM
1009
North Star Asset Management
Wisconsin
$212K -$2.34K -20 -1%
BBA
1010
BLB&B Advisors
Pennsylvania
$211K +$11.1K +95 +6%
LFA
1011
Lauterbach Financial Advisors
Texas
$210K
AWA
1012
ARQ Wealth Advisors
Arizona
$210K +$210K +1,788 New
TSS
1013
Two Sigma Securities
New York
$209K +$209K +1,782 New
D
1014
Dentgroup
Louisiana
$208K +$1.76K +15 +0.9%
CTA
1015
Colonial Trust Advisors
South Carolina
$207K +$117 +1 +0.1%
RCM
1016
Rain Capital Management
Oregon
$206K +$1.76K +15 +0.9%
OCM
1017
Objective Capital Management
Ohio
$206K
CIG
1018
Cairn Investment Group
Washington
$204K
M
1019
MOTCO
Texas
$203K -$48.5K -414 -19%
CCA
1020
Clearwater Capital Advisors
Illinois
$203K -$77.7K -663 -28%
CA
1021
Crewe Advisors
Utah
$202K +$1.17K +10 +0.6%
LWM
1022
Ledge Wealth Management
Minnesota
$202K
SWA
1023
SFMG Wealth Advisors
Texas
$201K -$241K -2,055 -55%
CWM
1024
Chemistry Wealth Management
New York
$200K
CTB
1025
Country Trust Bank
Illinois
$200K -$24.6K -210 -11%