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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 %
ME
1101
McIlrath & Eck
Washington
$18.9K โ€“ โ€“ โ€“
YDMI
1102
Y.D. More Investments
Israel
$17.8K โ€“ โ€“ โ€“
TFG
1103
Team Financial Group
California
$17K +$17K +158 New
PAIM
1104
Punch & Associates Investment Management
Minnesota
$16.8K โ€“ โ€“ โ€“
LFG
1105
Larson Financial Group
Missouri
$16.6K โ€“ โ€“ โ€“
RF
1106
Robbins Farley
New Hampshire
$16.1K +$16.1K +150 New
QPBE
1107
Quintet Private Bank (Europe)
Luxembourg
$16.1K +$5.49K +51 +52%
NRG
1108
Nemes Rush Group
Michigan
$15.5K โ€“ โ€“ โ€“
LFA
1109
Level Financial Advisors
New York
$15.1K โ€“ โ€“ โ€“
CMBA
1110
C.M. Bidwell & Associates
Hawaii
$15.1K โ€“ โ€“ โ€“
RAM
1111
Riggs Asset Management
Pennsylvania
$14.4K โ€“ โ€“ โ€“
FCAS
1112
First Command Advisory Services
Texas
$14.1K +$14.1K +131 New
FM
1113
Family Management
New York
$14.1K โ€“ โ€“ โ€“
TFM
1114
TFC Financial Management
Massachusetts
$13.8K โ€“ โ€“ โ€“
GBT
1115
Grove Bank & Trust
Florida
$13.6K +$13.6K +126 New
SIS
1116
Sound Income Strategies
Florida
$12.9K โ€“ โ€“ โ€“
FP
1117
Financial Perspectives
Minnesota
$12.4K โ€“ โ€“ โ€“
AA
1118
Addison Advisors
Vermont
$12.1K โ€“ โ€“ โ€“
HFM
1119
Hartford Financial Management
Connecticut
$11.8K โ€“ โ€“ โ€“
RPCA
1120
Running Point Capital Advisors
California
$10.9K โ€“ โ€“ โ€“
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$10.8K โ€“ โ€“ โ€“
FCT
1122
First Community Trust
Iowa
$10.8K โ€“ โ€“ โ€“
BCM
1123
Bourgeon Capital Management
Connecticut
$10.4K โ€“ โ€“ โ€“
FMII
1124
Farmers & Merchants Investments Inc
Nebraska
$10.3K โ€“ โ€“ โ€“
GM
1125
GeoWealth Management
Illinois
$10K +$460 +4 +5%