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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 %
TFM
1076
TFC Financial Management
Massachusetts
$91.1K +$76.3K +651 +517%
Schroder Investment Management Group
1077
Schroder Investment Management Group
United Kingdom
$90.2K
MG
1078
MilWealth Group
Wisconsin
$89.7K
JIR
1079
James Investment Research
Ohio
$86K -$22.3K -190 -21%
Commonwealth Equity Services
1080
Commonwealth Equity Services
Massachusetts
$80K +$2.53K +21,558 +3%
DI
1081
Disciplined Investments
Oklahoma
$79.8K +$352 +3 +0.4%
ANBT
1082
American National Bank & Trust
Texas
$78.6K -$10.8K -92 -12%
LWA
1083
Lowe Wealth Advisors
Maryland
$78.2K -$11.7K -100 -13%
GIA
1084
GHP Investment Advisors
Colorado
$78.1K +$469 +4 +0.6%
FFA
1085
Fairfield Financial Advisors
Massachusetts
$77.8K -$53.5K -461 -41%
NSG
1086
Nalls Sherbakoff Group
Tennessee
$77.2K +$77.2K +666 New
MA
1087
MCF Advisors
Kentucky
$76.3K
PAI
1088
Pittenger & Anderson Inc
Nebraska
$76.2K
WOC
1089
West Oak Capital
California
$76.2K
HS
1090
Horan Securities
United States
$75.8K +$703 +6 +0.9%
KTC
1091
Kistler-Tiffany Companies
Pennsylvania
$73.4K +$30.2K +258 +70%
FMTCOCP
1092
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K
CJL
1093
Cyrus J. Lawrence
New York
$73K
CB
1094
Community Bank
New York
$70.3K
GKIM
1095
GW&K Investment Management
Massachusetts
$68K -$17.1M -146,725 -100%
MHR
1096
Matthew Hamilton Rosenberg
$67.4K
WT
1097
Washington Trust
Rhode Island
$66.8K +$45K +384 +206%
EWM
1098
Endurance Wealth Management
Rhode Island
$66K
CT
1099
Clearstead Trust
Maine
$65.6K
CMP
1100
Coston McIsaac & Partners
Maine
$64K -$10.6K -91 -14%