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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 %
WIM
1151
Westside Investment Management
California
$35.2K
NCM
1152
Northwest Capital Management
Oregon
$35.2K
MCA
1153
Maryland Capital Advisors
Maryland
$35.2K
RCM
1154
Rain Capital Management
Oregon
$34.6K +$822 +7 +2%
BWM
1155
Baystate Wealth Management
Massachusetts
$34.3K +$823 +7 +2%
WFA
1156
West Financial Advisors
Iowa
$32K
BHWM
1157
Beaird Harris Wealth Management
Texas
$29.9K
S
1158
Syntrinsic
Colorado
$29.3K
TSWM
1159
Tyler-Stone Wealth Management
Ohio
$29.3K
HWA
1160
HHM Wealth Advisors
Tennessee
$28.8K
CFS
1161
CGC Financial Services
Oregon
$27.9K
GI
1162
GAMMA Investing
California
$26.9K +$26.9K +234 New
BCMLT
1163
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K
TC
1164
Trust Company
Kansas
$25.8K
EDRH
1165
Edmond de Rothschild Holding
Switzerland
$24.6K
FBC
1166
Fairfield, Bush & Co
Connecticut
$24.3K +$24.3K +207 New
AT
1167
Avalon Trust
New Mexico
$23.4K -$17.6K -150 -43%
GWANC
1168
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4K +$23.4K +200 New
PAG
1169
Paladin Advisory Group
Iowa
$23.3K
HF
1170
Halpern Financial
Virginia
$22.6K +$22.6K +193 New
EWA
1171
Elevate Wealth Advisory
Georgia
$22.2K +$22.2K +189 New
DCM
1172
Davidson Capital Management
Texas
$21.1K +$21.1K +180 New
EWP
1173
Elevation Wealth Partners
California
$21K
ME
1174
McIlrath & Eck
Washington
$20.6K
CA
1175
Centerpoint Advisors
Massachusetts
$20K +$20K +170 New