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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 %
BWP
1026
Baldwin Wealth Partners
Massachusetts
$189K +$166K +1,420 +721%
AWM
1027
Angeles Wealth Management
California
$187K
AC
1028
Asio Capital
Kentucky
$176K
HWP
1029
Highline Wealth Partners
California
$175K
AA
1030
Ancora Advisors
Ohio
$173K +$16.8K +143 +11%
FFC
1031
First Financial Corp
Indiana
$170K
QCG
1032
Quadrant Capital Group
Ohio
$165K
MFT
1033
Moisand Fitzgerald Tamayo
Florida
$164K
MPCG
1034
Matrix Private Capital Group
New York
$163K
RG
1035
Retirement Group
California
$162K -$63.6K -541 -28%
TH
1036
TCTC Holdings
Texas
$154K
HIIFS
1037
Harel Insurance Investments & Financial Services
Israel
$152K -$664K -5,650 -81%
CWM
1038
Cranbrook Wealth Management
Michigan
$150K
GBT
1039
Grove Bank & Trust
Florida
$150K +$150K +1,276 New
NL
1040
NVWM LLC
Pennsylvania
$148K -$1.64K -14 -1%
WPWM
1041
Western Pacific Wealth Management
Illinois
$148K +$1.29K +11 +0.9%
S
1042
SignatureFD
Georgia
$147K +$20K +171 +16%
SA
1043
SRH Advisors
Kansas
$144K
CWP
1044
Concord Wealth Partners
Virginia
$141K +$86.8K +741 +160%
IF
1045
Integrity Financial
Wyoming
$141K +$17.6K +150 +14%
RTC
1046
Riverview Trust Company
Washington
$140K
FRA
1047
Front Row Advisors
California
$139K
VWM
1048
Valley Wealth Managers
New Jersey
$137K
AA
1049
AlphaMark Advisors
Kentucky
$137K
BLC
1050
Brown, Lisle/Cummings
Rhode Island
$137K