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iShares Select Dividend ETF

1,176 hedge funds and large institutions have $9.35B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 302 increasing their positions, 514 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
-17
Holders Change %
-1.42%
% of All Funds
18.55%
Holding in Top 10
40
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-25.93%
% of All Funds
0.63%
New
70
Increased
302
Reduced
514
Closed
77
Calls
$35.2M
Puts
$37.5M
Net Calls
-$2.25M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Shares
Change %
FBC
1126
Fairfield, Bush & Co
Connecticut
$23.5K +$23.5K +207 New
TFGT
1127
TS Financial Group (TSFG)
Illinois
$22K
GKIM
1128
GW&K Investment Management
Massachusetts
$21K -$46.5K -401 -69%
EWP
1129
Elevation Wealth Partners
California
$20.3K
AWM
1130
Atticus Wealth Management
Florida
$20.2K
ME
1131
McIlrath & Eck
Washington
$19.9K
DAM
1132
Delta Asset Management
Tennessee
$18.7K
YDMI
1133
Y.D. More Investments
Israel
$18.7K -$19.4K -171 -51%
PAIM
1134
Punch & Associates Investment Management
Minnesota
$17.7K
LFG
1135
Larson Financial Group
Missouri
$17.5K
QPBE
1136
Quintet Private Bank (Europe)
Luxembourg
$17K -$8.74K -51 -34%
NRG
1137
Nemes Rush Group
Michigan
$16.3K +$16.3K +144 New
LFA
1138
Level Financial Advisors
New York
$15.9K
CMBA
1139
C.M. Bidwell & Associates
Hawaii
$15.9K
RAM
1140
Riggs Asset Management
Pennsylvania
$15.2K +$113 +1 +0.8%
FM
1141
Family Management
New York
$14.8K
TFM
1142
TFC Financial Management
Massachusetts
$14.5K -$73.6K -649 -84%
SIS
1143
Sound Income Strategies
Florida
$13.6K
FP
1144
Financial Perspectives
Minnesota
$13K
AA
1145
Addison Advisors
Vermont
$12.7K
HFM
1146
Hartford Financial Management
Connecticut
$12.5K
SF
1147
Safeguard Financial
Wisconsin
$12K +$12K +108 New
RPCA
1148
Running Point Capital Advisors
California
$11.4K +$11.4K +101 New
HR
1149
Howe & Rusling
New York
$11.3K -$1.59K -14 -12%
MSFP
1150
Mark Sheptoff Financial Planning
Connecticut
$11.3K