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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 %
VWM
1001
Valley Wealth Managers
New Jersey
$126K
TIM
1002
Tortoise Investment Management
New York
$118K
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$118K -$8.07K -75 -6%
RDFA
1004
Ritter Daniher Financial Advisory
Ohio
$115K
JPWM
1005
Jamison Private Wealth Management
Georgia
$113K +$113K +1,053 New
VAG
1006
VisionPoint Advisory Group
Texas
$113K
FIM
1007
FWL Investment Management
Texas
$113K +$113K +1,050 New
CFD
1008
Creative Financial Designs
Indiana
$112K +$22.8K +212 +26%
WP
1009
WealthShield Partners
North Carolina
$112K +$873 +8 +0.8%
MDCM
1010
Morgan Dempsey Capital Management
Wisconsin
$111K +$111K +1,031 New
IRAG
1011
Investment Research & Advisory Group
Georgia
$108K
AA
1012
AlphaMark Advisors
Kentucky
$105K -$12.7K -118 -11%
MTIC
1013
Missouri Trust & Investment Company
Missouri
$105K
FWM
1014
Focused Wealth Management
New York
$103K
HDIM
1015
Hanson & Doremus Investment Management
Vermont
$100K
GI
1016
Gradient Investments
Minnesota
$99.5K
OSNBOA
1017
Old Second National Bank of Aurora
Illinois
$96.9K -$1.62K -15 -2%
GWM
1018
Grand Wealth Management
Michigan
$96.8K
ITIM
1019
Indiana Trust & Investment Management
Indiana
$95.2K +$95.2K +884 New
Charles Schwab
1020
Charles Schwab
California
$93.3K +$66.2K +121,551 +245%
SFCL
1021
Strengthening Families & Communities LLC
Massachusetts
$93K
GFPC
1022
Global Financial Private Client
Florida
$91.3K
LAS
1023
LWM Advisory Services
Florida
$90.9K +$90.9K +845 New
BCA
1024
Bray Capital Advisors
Florida
$90.1K
BCV
1025
Banque Cantonale Vaudoise
Switzerland
$89K