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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 %
TFP
1101
Tilia Fiduciary Partners
North Carolina
$106K +$18.3K +152 +21%
GFPC
1102
Global Financial Private Client
Florida
$105K
CWM
1103
Compass Wealth Management
Connecticut
$102K +$102K +845 New
BAAM
1104
Baker Avenue Asset Management
California
$101K -$212K -1,761 -68%
BCA
1105
Bray Capital Advisors
Florida
$101K
EW
1106
Element Wealth
Mississippi
$100K +$12.8K +106 +15%
KFI
1107
Key Financial Inc
Pennsylvania
$99.5K
WAM
1108
Worth Asset Management
Texas
$96.5K
MGI
1109
MayTech Global Investments
New York
$96.5K +$96.5K +800 New
NFSG
1110
Newbridge Financial Services Group
Florida
$96.2K +$34.5K +286 +56%
NSB
1111
Norway Savings Bank
Maine
$93K -$6.03K -50 -6%
Schroder Investment Management Group
1112
Schroder Investment Management Group
United Kingdom
$92.9K +$14.5K +120 +18%
LWA
1113
Lowe Wealth Advisors
Maryland
$92.5K
MG
1114
MilWealth Group
Wisconsin
$92.3K -$44K -365 -32%
CFFP
1115
Center for Financial Planning
Michigan
$92.3K
ANBT
1116
American National Bank & Trust
Texas
$92K -$107K -891 -54%
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86.6K +$46.3K +384 +115%
SSG
1118
Summit Securities Group
New York
$84K +$84K +700 New
DI
1119
Disciplined Investments
Oklahoma
$81.8K +$845 +7 +1%
GIA
1120
GHP Investment Advisors
Colorado
$80K -$20.5K -170 -20%
MA
1121
MCF Advisors
Kentucky
$78.5K
PAI
1122
Pittenger & Anderson Inc
Nebraska
$78.4K
WOC
1123
West Oak Capital
California
$78K
HS
1124
Horan Securities
United States
$77.4K +$77.4K +641 New
HCM
1125
Hollencrest Capital Management
California
$77.3K +$77.3K +641 New