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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 %
MFC
1126
Morris Financial Concepts
South Carolina
$55K -$117 -1 -0.2%
MFA
1127
McClarren Financial Advisors
Pennsylvania
$54K +$1.29K +11 +2%
EWA
1128
EverSource Wealth Advisors
Alabama
$52.7K
MIM
1129
MTM Investment Management
South Carolina
$52.7K
FPB
1130
First PREMIER Bank
South Dakota
$52K
RFS
1131
Richardson Financial Services
Massachusetts
$49.1K +$49.1K +419 New
FMTCOCP
1132
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K -$29.3K -250 -37%
ACA
1133
American Capital Advisory
Idaho
$47K +$47K +401 New
HCM
1134
Hollencrest Capital Management
California
$46.4K
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$45.7K +$21.8K +186 +91%
FFA
1136
Fairfield Financial Advisors
Massachusetts
$45.2K +$586 +5 +1%
LWCFA
1137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44.2K
HWM
1138
Horizons Wealth Management
North Carolina
$42.2K
JFA
1139
JNBA Financial Advisors
Minnesota
$41.5K -$11K -94 -21%
AAMA
1140
Advanced Asset Management Advisors
Ohio
$41.4K
FPFS
1141
First Personal Financial Services
North Carolina
$41K
LB
1142
Legacy Bridge
Iowa
$41K
PWMG
1143
Prestige Wealth Management Group
New Jersey
$40.2K
FFL
1144
Financial Freedom LLC
Ohio
$39K -$4.92K -42 -11%
CWA
1145
Core Wealth Advisors
Florida
$38K
DFA
1146
DHJJ Financial Advisors
Illinois
$36.8K -$23.4K -200 -39%
TFA
1147
Toth Financial Advisory
Virginia
$36.5K
POIA
1148
Pin Oak Investment Advisors
Texas
$36K
WCM
1149
Winthrop Capital Management
Indiana
$35.6K +$35.6K +304 New
ACA
1150
Atlas Capital Advisors
Wyoming
$35.2K