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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 %
FWM
1076
Focused Wealth Management
New York
$114K +$1.17K +10 +1%
TCWA
1077
Turtle Creek Wealth Advisors
Texas
$112K +$112K +958 New
HIIFS
1078
Harel Insurance Investments & Financial Services
Israel
$112K +$79.5K +680 +245%
TRCT
1079
Tower Research Capital (TRC)
New York
$112K +$74.7K +637 +202%
HDIM
1080
Hanson & Doremus Investment Management
Vermont
$109K
Charles Schwab
1081
Charles Schwab
California
$109K +$27.8K +58,877 +34%
GWM
1082
Grand Wealth Management
Michigan
$105K
GFPC
1083
Global Financial Private Client
Florida
$102K
BCA
1084
Bray Capital Advisors
Florida
$98.1K
DCM
1085
Davis Capital Management
Florida
$95.4K +$95.4K +814 New
KFI
1086
Key Financial Inc
Pennsylvania
$95.1K
GIA
1087
GHP Investment Advisors
Colorado
$94.1K +$586 +5 +0.6%
CTB
1088
Country Trust Bank
Illinois
$92K
CYG
1089
Clean Yield Group
Vermont
$91.2K
Schroder Investment Management Group
1090
Schroder Investment Management Group
United Kingdom
$90.3K
CFD
1091
Creative Financial Designs
Indiana
$89K -$33.3K -284 -27%
FFA
1092
Farther Finance Advisors
California
$87.3K +$28.1K +240 +48%
MA
1093
MCF Advisors
Kentucky
$82.2K
HGA
1094
Hobbs Group Advisors
South Carolina
$82.2K +$82.2K +701 New
BCV
1095
Banque Cantonale Vaudoise
Switzerland
$81K -$16K -137 -16%
CSC
1096
Caldwell Sutter Capital
California
$80.4K +$45.2K +386 +129%
PCMC
1097
Planning Capital Management Corporation
Pennsylvania
$79.3K +$79.3K +677 New
DAC
1098
Dividend Assets Capital
South Carolina
$79K -$116K -993 -60%
ANBT
1099
American National Bank & Trust
Texas
$78.7K
LWA
1100
Lowe Wealth Advisors
Maryland
$78.2K