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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 %
GI
1051
Gradient Investments
Minnesota
$132K +$9.14K +78 +7%
CB
1052
CNB Bank
Pennsylvania
$129K -$124K -1,062 -49%
TIM
1053
Tortoise Investment Management
New York
$129K
RDFA
1054
Ritter Daniher Financial Advisory
Ohio
$125K
FIM
1055
FWL Investment Management
Texas
$123K -$2.93K -25 -2%
CSWM
1056
Cassady Schiller Wealth Management
Ohio
$120K
WP
1057
WealthShield Partners
North Carolina
$118K +$118K +1,011 New
IRAG
1058
Investment Research & Advisory Group
Georgia
$117K
MTIC
1059
Missouri Trust & Investment Company
Missouri
$114K
FWM
1060
Focused Wealth Management
New York
$112K +$469 +4 +0.4%
HDIM
1061
Hanson & Doremus Investment Management
Vermont
$109K
TFP
1062
Tilia Fiduciary Partners
North Carolina
$108K +$4.57K +39 +4%
Charles Schwab
1063
Charles Schwab
California
$106K +$11.7K +13,617 +12%
OSNBOA
1064
Old Second National Bank of Aurora
Illinois
$105K
GWM
1065
Grand Wealth Management
Michigan
$105K
KFI
1066
Key Financial Inc
Pennsylvania
$102K -$6.45K -55 -6%
GFPC
1067
Global Financial Private Client
Florida
$102K
BCV
1068
Banque Cantonale Vaudoise
Switzerland
$100K -$3.98K -34 -4%
CWM
1069
Compass Wealth Management
Connecticut
$99K
BCA
1070
Bray Capital Advisors
Florida
$98.1K
EW
1071
Element Wealth
Mississippi
$97.4K
NFSG
1072
Newbridge Financial Services Group
Florida
$94.1K +$586 +5 +0.6%
WAM
1073
Worth Asset Management
Texas
$93.7K
PCM
1074
Pointe Capital Management
Michigan
$93.7K +$93.7K +800 New
CFD
1075
Creative Financial Designs
Indiana
$91.1K -$16.9K -144 -16%