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iShares Select Dividend ETF

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
1051
Newbridge Financial Services Group
Florida
$53.3K
MG
1052
MilWealth Group
Wisconsin
$52.4K -$30K -279 -36%
BA
1053
Ballast Advisors
Minnesota
$51.9K
JFG
1054
JDM Financial Group
Texas
$51.1K
MFC
1055
Morris Financial Concepts
South Carolina
$50.6K -$215 -2 -0.4%
MIM
1056
MTM Investment Management
South Carolina
$48.4K
EWA
1057
EverSource Wealth Advisors
Alabama
$48.4K
JFA
1058
JNBA Financial Advisors
Minnesota
$48.2K +$10.1K +94 +27%
MFA
1059
McClarren Financial Advisors
Pennsylvania
$48K -$10.6K -99 -18%
FPB
1060
First PREMIER Bank
South Dakota
$48K
WT
1061
Washington Trust
Rhode Island
$43.1K -$18.3K -170 -30%
HCM
1062
Hollencrest Capital Management
California
$42.6K
LWCFA
1063
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.3K
FFA
1064
Fairfield Financial Advisors
Massachusetts
$40.9K -$31.7K -295 -44%
FFL
1065
Financial Freedom LLC
Ohio
$40.4K
HWM
1066
Horizons Wealth Management
North Carolina
$38.8K
AAMA
1067
Advanced Asset Management Advisors
Ohio
$38K
AT
1068
Avalon Trust
New Mexico
$37.7K -$5.38K -50 -13%
LB
1069
Legacy Bridge
Iowa
$37.7K
FPFS
1070
First Personal Financial Services
North Carolina
$37.7K
PWMG
1071
Prestige Wealth Management Group
New Jersey
$37.4K
CSWM
1072
Cassady Schiller Wealth Management
Ohio
$35K -$75.3K -700 -68%
CWA
1073
Core Wealth Advisors
Florida
$34.9K
POIA
1074
Pin Oak Investment Advisors
Texas
$34K
TRCT
1075
Tower Research Capital (TRC)
New York
$33.9K -$2.51M -23,316 -99%