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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 %
EWM
1026
EPG Wealth Management
Georgia
$226K -$107K -887 -32%
SRC
1027
Sage Rhino Capital
California
$224K +$224K +1,855 New
YWP
1028
YorkBridge Wealth Partners
New York
$223K +$223K +1,849 New
FT
1029
Fiduciary Trust
Massachusetts
$223K -$242K -2,007 -52%
NSAM
1030
North Star Asset Management
Wisconsin
$221K +$221K +1,832 New
AIM
1031
Anchor Investment Management
South Carolina
$221K +$603 +5 +0.3%
VPP
1032
Vertex Planning Partners
Illinois
$219K +$219K +1,813 New
CGPCS
1033
Capital Group Private Client Services
California
$218K +$218K +1,806 New
LFA
1034
Lauterbach Financial Advisors
Texas
$216K +$216K +1,790 New
PGWM
1035
Parisi Gray Wealth Management
New Jersey
$214K +$214K +1,774 New
TTWM
1036
TCV Trust & Wealth Management
Virginia
$214K +$214K +1,772 New
CTA
1037
Colonial Trust Advisors
South Carolina
$213K +$121 +1 +0.1%
OCM
1038
Objective Capital Management
Ohio
$212K +$212K +1,760 New
D
1039
Dentgroup
Louisiana
$212K +$212K +1,759 New
RCM
1040
Rain Capital Management
Oregon
$210K +$4.34K +36 +2%
CIG
1041
Cairn Investment Group
Washington
$210K +$210K +1,742 New
H
1042
HoyleCohen
California
$209K -$41.1K -341 -16%
LWM
1043
Ledge Wealth Management
Minnesota
$208K +$208K +1,725 New
CA
1044
Crewe Advisors
Utah
$207K -$10.6K -88 -5%
CWM
1045
Chemistry Wealth Management
New York
$206K +$206K +1,710 New
BBA
1046
BLB&B Advisors
Pennsylvania
$206K +$206K +1,708 New
HWM
1047
Howard Wealth Management
Connecticut
$206K +$206K +1,706 New
DDC
1048
DF Dent & Co
Maryland
$206K +$206K +1,705 New
HC
1049
Hamilton Capital
Ohio
$206K +$206K +1,705 New
MMPW
1050
Mitchell McLeod Pugh & Williams
Alabama
$205K +$205K +1,703 New