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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 %
FCM
1051
Firestone Capital Management
Florida
$205K +$205K +1,701 New
CICI
1052
Capital Investment Counsel Inc
North Carolina
$205K +$205K +1,698 New
CWM
1053
Congress Wealth Management
Massachusetts
$205K +$205K +1,695 New
DBT
1054
Dubuque Bank & Trust
Iowa
$204K +$204K +1,693 New
HFS
1055
Heritage Financial Services
Massachusetts
$203K +$203K +1,680 New
BMCM
1056
Bryn Mawr Capital Management
Pennsylvania
$202K +$202K +1,679 New
WWM
1057
Windsor Wealth Management
Indiana
$202K +$202K +1,627 New
PWW
1058
Pettyjohn Wood & White
Virginia
$202K +$202K +1,675 New
UAS
1059
United Asset Strategies
New York
$201K +$201K +1,665 New
LWM
1060
LJI Wealth Management
Indiana
$200K +$200K +1,660 New
AWM
1061
Angeles Wealth Management
California
$193K
KOMWMG
1062
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$188K +$188K +1,557 New
AC
1063
Asio Capital
Kentucky
$181K
HWP
1064
Highline Wealth Partners
California
$180K
FFC
1065
First Financial Corp
Indiana
$175K
QCG
1066
Quadrant Capital Group
Ohio
$170K -$158K -1,308 -48%
MFT
1067
Moisand Fitzgerald Tamayo
Florida
$169K
MPCG
1068
Matrix Private Capital Group
New York
$168K
AA
1069
Ancora Advisors
Ohio
$161K -$17.2K -142 -10%
TH
1070
TCTC Holdings
Texas
$159K
NL
1071
NVWM LLC
Pennsylvania
$155K +$1.69K +14 +1%
CWM
1072
Cranbrook Wealth Management
Michigan
$154K
ACA
1073
Aptus Capital Advisors
Alabama
$154K -$482 -4 -0.3%
WPWM
1074
Western Pacific Wealth Management
Illinois
$151K +$7.6K +63 +5%
SA
1075
SRH Advisors
Kansas
$149K