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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 %
TFA
1076
Toth Financial Advisory
Virginia
$33.5K
NCM
1077
Northwest Capital Management
Oregon
$32.3K -$22.9K -213 -42%
MCA
1078
Maryland Capital Advisors
Maryland
$32.3K
CSC
1079
Caldwell Sutter Capital
California
$32.3K
ACA
1080
Atlas Capital Advisors
Wyoming
$32.3K
WIM
1081
Westside Investment Management
California
$32.3K
RCM
1082
Rain Capital Management
Oregon
$31K -$160K -1,485 -84%
BWM
1083
Baystate Wealth Management
Massachusetts
$30.8K
HIIFS
1084
Harel Insurance Investments & Financial Services
Israel
$30K -$179K -1,655 -86%
WFA
1085
West Financial Advisors
Iowa
$29.4K
BCMLT
1086
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.8K
BHWM
1087
Beaird Harris Wealth Management
Texas
$27.4K
TSWM
1088
Tyler-Stone Wealth Management
Ohio
$27K
S
1089
Syntrinsic
Colorado
$26.9K +$26.9K +250 New
HWA
1090
HHM Wealth Advisors
Tennessee
$26.5K
CFS
1091
CGC Financial Services
Oregon
$25.6K
TC
1092
Trust Company
Kansas
$23.7K
CCA
1093
Column Capital Advisors
Indiana
$23.3K +$23.3K +216 New
EDRH
1094
Edmond de Rothschild Holding
Switzerland
$22.6K
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$22K +$22K +204 New
PAG
1096
Paladin Advisory Group
Iowa
$21.4K -$20.3K -189 -49%
TFGT
1097
TS Financial Group (TSFG)
Illinois
$21K
EWP
1098
Elevation Wealth Partners
California
$19.3K
AWM
1099
Atticus Wealth Management
Florida
$19.2K
AAM
1100
Advisors Asset Management
Colorado
$18.9K +$18.9K +176 New