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iShares Select Dividend ETF

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1051
Accel Wealth Management
Iowa
$40K
HWM
1052
Horizons Wealth Management
North Carolina
$39K
WWM
1053
Wagner Wealth Management
South Carolina
$38K -$8.79K -81 -19%
FPFS
1054
First Personal Financial Services
North Carolina
$38K
LB
1055
Legacy Bridge
Iowa
$38K
JFA
1056
JNBA Financial Advisors
Minnesota
$38K +$21.9K +204 +136%
AAMA
1057
Advanced Asset Management Advisors
Ohio
$37K
PWMG
1058
Prestige Wealth Management Group
New Jersey
$37K
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K -$11.7K -109 -25%
CWA
1060
Core Wealth Advisors
Florida
$35K -$43.1K -400 -55%
TCWA
1061
Ten Capital Wealth Advisors
Washington
$35K +$35K +323 New
AIP
1062
Almanack Investment Partners
Pennsylvania
$35K +$35K +324 New
POIA
1063
Pin Oak Investment Advisors
Texas
$33K
TFA
1064
Toth Financial Advisory
Virginia
$32K
MCA
1065
Maryland Capital Advisors
Maryland
$32K
AA
1066
Addison Advisors
Vermont
$31K
BWM
1067
Baystate Wealth Management
Massachusetts
$30K +$430 +4 +1%
WFA
1068
West Financial Advisors
Iowa
$29K
BCMLT
1069
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K
BCM
1070
Blume Capital Management
California
$27K -$42.6K -394 -61%
BWM
1071
BerganKDV Wealth Management
Minnesota
$27K
ME
1072
McIlrath & Eck
Washington
$27K
BHWM
1073
Beaird Harris Wealth Management
Texas
$27K
ZIG
1074
Zullo Investment Group
Pennsylvania
$27K
TSWM
1075
Tyler-Stone Wealth Management
Ohio
$27K