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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 %
RTC
1076
Riverview Trust Company
Washington
$144K
GJIA
1077
Glass Jacobson Investment Advisors
Maryland
$144K +$144K +1,190 New
FRA
1078
Front Row Advisors
California
$143K -$12.1K -100 -8%
VWM
1079
Valley Wealth Managers
New Jersey
$141K
AA
1080
AlphaMark Advisors
Kentucky
$141K -$8.44K -70 -6%
BLC
1081
Brown, Lisle/Cummings
Rhode Island
$141K
FFA
1082
Fairfield Financial Advisors
Massachusetts
$136K +$723 +6 +0.5%
TIM
1083
Tortoise Investment Management
New York
$132K
S
1084
SignatureFD
Georgia
$131K +$8.56K +71 +7%
FIM
1085
FWL Investment Management
Texas
$130K +$130K +1,075 New
RDFA
1086
Ritter Daniher Financial Advisory
Ohio
$129K -$65.5K -543 -34%
GI
1087
Gradient Investments
Minnesota
$127K +$14.6K +121 +13%
IF
1088
Integrity Financial
Wyoming
$127K
TRCT
1089
Tower Research Capital (TRC)
New York
$126K +$108K +892 +587%
CSWM
1090
Cassady Schiller Wealth Management
Ohio
$124K +$124K +1,025 New
IRAG
1091
Investment Research & Advisory Group
Georgia
$121K
MTIC
1092
Missouri Trust & Investment Company
Missouri
$117K
FWM
1093
Focused Wealth Management
New York
$115K +$362 +3 +0.3%
HDIM
1094
Hanson & Doremus Investment Management
Vermont
$112K
CFD
1095
Creative Financial Designs
Indiana
$111K -$24.1K -200 -18%
JIR
1096
James Investment Research
Ohio
$111K +$111K +922 New
OSNBOA
1097
Old Second National Bank of Aurora
Illinois
$109K
GWM
1098
Grand Wealth Management
Michigan
$108K
Charles Schwab
1099
Charles Schwab
California
$107K +$23.5K +23,989 +28%
BCV
1100
Banque Cantonale Vaudoise
Switzerland
$107K -$2.05K -17 -2%