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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 %
LB
1126
Legacy Bridge
Iowa
$41K
AWM
1127
Accel Wealth Management
Iowa
$41K
AAMA
1128
Advanced Asset Management Advisors
Ohio
$40.8K
PWMG
1129
Prestige Wealth Management Group
New Jersey
$40.2K
PAG
1130
Paladin Advisory Group
Iowa
$39.7K +$39.7K +339 New
YDMI
1131
Y.D. More Investments
Israel
$39.4K +$39.4K +336 New
CIA
1132
Cascade Investment Advisors
Oregon
$38.1K +$38.1K +325 New
CWA
1133
Core Wealth Advisors
Florida
$38K
FFA
1134
Farther Finance Advisors
California
$37.6K +$30.9K +264 +463%
TFA
1135
Toth Financial Advisory
Virginia
$36.2K +$235 +2 +0.7%
POIA
1136
Pin Oak Investment Advisors
Texas
$36K
WIM
1137
Westside Investment Management
California
$35.2K
MCA
1138
Maryland Capital Advisors
Maryland
$35.2K
Optiver Holding
1139
Optiver Holding
Netherlands
$34.3K +$34.3K +293 New
BWM
1140
Baystate Wealth Management
Massachusetts
$33.3K +$235 +2 +0.7%
WFA
1141
West Financial Advisors
Iowa
$32K
BHWM
1142
Beaird Harris Wealth Management
Texas
$29.9K
BWM
1143
BerganKDV Wealth Management
Minnesota
$29.3K
HWA
1144
HHM Wealth Advisors
Tennessee
$28.8K
LSA
1145
Lansing Street Advisors
Pennsylvania
$27.6K +$234 +2 +0.9%
TC
1146
Trust Company
Kansas
$25.8K
TFGT
1147
TS Financial Group (TSFG)
Illinois
$23K -$41.1K -350 -64%
EWP
1148
Elevation Wealth Partners
California
$21K +$21K +179 New
AWM
1149
Atticus Wealth Management
Florida
$20.9K -$41.8K -357 -67%
ME
1150
McIlrath & Eck
Washington
$20.6K -$9.12K -78 -31%