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iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1026
Chemistry Wealth Management
New York
$200K +$200K +1,710 New
D
1027
Dentgroup
Louisiana
$200K +$200K +1,710 New
RZH
1028
Relyea Zuckerberg Hanson
Connecticut
$200K +$200K +1,708 New
RA
1029
Rise Advisors
New York
$198K +$2.35K +20 +1%
S
1030
SignatureFD
Georgia
$192K -$26.6K -227 -12%
GWMIA
1031
Global Wealth Management Investment Advisory
Florida
$190K +$23.4K +200 +14%
AWM
1032
Angeles Wealth Management
California
$187K
CICI
1033
Capital Investment Counsel Inc
North Carolina
$187K
DJSG
1034
D.J. St. Germain
Massachusetts
$185K -$49.8K -425 -21%
HWP
1035
Highline Wealth Partners
California
$175K
MRCM
1036
M&R Capital Management
New Jersey
$173K
AA
1037
Ancora Advisors
Ohio
$173K
PWA
1038
Provenance Wealth Advisors
Florida
$166K -$279K -2,378 -63%
QCG
1039
Quadrant Capital Group
Ohio
$165K
MFT
1040
Moisand Fitzgerald Tamayo
Florida
$164K
TH
1041
TCTC Holdings
Texas
$154K
WPWM
1042
Western Pacific Wealth Management
Illinois
$153K +$3.63K +31 +2%
EW
1043
Element Wealth
Mississippi
$152K
ATC
1044
Adirondack Trust Company
New York
$151K -$110K -945 -42%
CWM
1045
Cranbrook Wealth Management
Michigan
$150K
NL
1046
NVWM LLC
Pennsylvania
$149K -$11.7K -100 -7%
FFC
1047
First Financial Corp
Indiana
$147K
NC
1048
NewSquare Capital
Pennsylvania
$147K -$164K -1,400 -53%
CWP
1049
Concord Wealth Partners
Virginia
$146K +$3.4K +29 +2%
SA
1050
SRH Advisors
Kansas
$144K