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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 %
PAI
1101
Pittenger & Anderson Inc
Nebraska
$76.2K
WOC
1102
West Oak Capital
California
$76K
CWM
1103
Compass Wealth Management
Connecticut
$75.6K
ACA
1104
Aptus Capital Advisors
Alabama
$73.5K -$258K -2,198 -78%
CAM
1105
Creekmur Asset Management
Illinois
$68.9K +$68.9K +588 New
CAM
1106
Clarity Asset Management
Iowa
$67.1K +$67.1K +572 New
CT
1107
Clearstead Trust
Maine
$65.6K
WIA
1108
Wetzel Investment Advisors
Indiana
$65K +$65K +552 New
FF
1109
Friedenthal Financial
New Jersey
$64.8K +$64.8K +553 New
HCM
1110
Highlander Capital Management
New Jersey
$64.5K
CMP
1111
Coston McIsaac & Partners
Maine
$64K
KHC
1112
Koesten Hirschmann & Crabtree
Kansas
$63.2K +$703 +6 +1%
NSG
1113
Nalls Sherbakoff Group
Tennessee
$62.9K -$15.2K -130 -19%
CSB
1114
City State Bank
Iowa
$62K
RG
1115
Retirement Group
California
$59.4K -$128K -1,088 -68%
NFSG
1116
Newbridge Financial Services Group
Florida
$59.1K +$1.06K +9 +2%
FG
1117
Fairman Group
Pennsylvania
$58.7K +$58.7K +501 New
CIA
1118
Cape Investment Advisory
Georgia
$58.6K -$1.76K -15 -3%
MHR
1119
Matthew Hamilton Rosenberg
$58.6K
FCG
1120
Financial Connections Group
California
$58K +$58K +497 New
FFO
1121
Fortitude Family Office
Arizona
$57.4K +$57.4K +490 New
MSG
1122
Main Street Group
Virginia
$57.1K +$57.1K +487 New
MG
1123
MilWealth Group
Wisconsin
$57K
BA
1124
Ballast Advisors
Minnesota
$56.5K
JFG
1125
JDM Financial Group
Texas
$55.7K