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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 %
HCM
1101
Highlander Capital Management
New Jersey
$64K
MFA
1102
McClarren Financial Advisors
Pennsylvania
$63K +$579 +5 +0.9%
KHC
1103
Koesten Hirschmann & Crabtree
Kansas
$62.4K +$117 +1 +0.2%
CSB
1104
City State Bank
Iowa
$62K
CIA
1105
Cape Investment Advisory
Georgia
$60.3K +$60.3K +515 New
KA
1106
Kozak & Associates
Colorado
$59.4K
FCG
1107
Financial Connections Group
California
$58K
BA
1108
Ballast Advisors
Minnesota
$56.5K
MFC
1109
Morris Financial Concepts
South Carolina
$56.1K -$1.05K -9 -2%
JFG
1110
JDM Financial Group
Texas
$55.7K
SHIM
1111
Stone House Investment Management
Pennsylvania
$53.3K +$53.3K +455 New
HI
1112
Horizon Investments
North Carolina
$52.8K -$31.4M -267,774 -100%
MIM
1113
MTM Investment Management
South Carolina
$52.7K
EWA
1114
EverSource Wealth Advisors
Alabama
$52.7K +$29.3K +250 +125%
JFA
1115
JNBA Financial Advisors
Minnesota
$52.4K +$10.9K +93 +26%
FPB
1116
First PREMIER Bank
South Dakota
$52K
HCM
1117
Hollencrest Capital Management
California
$51.9K -$23.2K -198 -31%
FCA
1118
Fortis Capital Advisors
Kansas
$48.4K -$23.4K -200 -33%
AT
1119
Avalon Trust
New Mexico
$46.9K +$46.9K +400 New
LWCFA
1120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K -$39.1K -334 -47%
FFL
1121
Financial Freedom LLC
Ohio
$43.9K
HWM
1122
Horizons Wealth Management
North Carolina
$42.2K
BCMLT
1123
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K +$12.4K +106 +43%
WWM
1124
Wagner Wealth Management
South Carolina
$41K
FPFS
1125
First Personal Financial Services
North Carolina
$41K