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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 %
BWM
1051
BKM Wealth Management
Wisconsin
$143K +$143K +1,219 New
GJIA
1052
Glass Jacobson Investment Advisors
Maryland
$141K +$1.41K +12 +1%
AFS
1053
Annapolis Financial Services
Maryland
$141K
VWM
1054
Valley Wealth Managers
New Jersey
$137K
EWM
1055
EPG Wealth Management
Georgia
$135K -$34.9K -308 -21%
LA
1056
LM Advisors
California
$132K +$132K +1,125 New
CA
1057
Crewe Advisors
Utah
$131K -$45.1K -385 -26%
BWP
1058
Baldwin Wealth Partners
Massachusetts
$129K -$23.1K -197 -15%
TIM
1059
Tortoise Investment Management
New York
$129K
BLC
1060
Brown, Lisle/Cummings
Rhode Island
$128K
MPCG
1061
Matrix Private Capital Group
New York
$128K -$68.8K -587 -35%
CCM
1062
Chilton Capital Management
Texas
$128K +$120K +1,020 +1,457%
JPWM
1063
Jamison Private Wealth Management
Georgia
$125K +$1.17K +10 +0.9%
ITIM
1064
Indiana Trust & Investment Management
Indiana
$123K +$19.8K +169 +19%
IF
1065
Integrity Financial
Wyoming
$123K -$141K -1,206 -53%
VAG
1066
VisionPoint Advisory Group
Texas
$123K
FIM
1067
FWL Investment Management
Texas
$123K
WP
1068
WealthShield Partners
North Carolina
$120K
DF
1069
Dunhill Financial
United Kingdom
$118K +$118K +1,006 New
DWMG
1070
DB Wealth Management Group
California
$117K -$149K -1,270 -56%
IRAG
1071
Investment Research & Advisory Group
Georgia
$117K
T
1072
Tidemark
California
$115K +$115K +985 New
AA
1073
AlphaMark Advisors
Kentucky
$115K
GI
1074
Gradient Investments
Minnesota
$114K +$5.75K +49 +5%
MTIC
1075
Missouri Trust & Investment Company
Missouri
$114K