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iShares Select Dividend ETF

1,234 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 467 increasing their positions, 326 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+103
Holders Change %
+9.11%
% of All Funds
19.91%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
1.08%
New
164
Increased
467
Reduced
326
Closed
38
Calls
$35.7M
Puts
$18.7M
Net Calls
+$17M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1201
Mark Sheptoff Financial Planning
Connecticut
$12.1K
HR
1202
Howe & Rusling
New York
$12.1K
GGI
1203
Godsey & Gibb Inc
Virginia
$12.1K +$12.1K +100 New
FCT
1204
First Community Trust
Iowa
$12K
BCM
1205
Bourgeon Capital Management
Connecticut
$11.7K +$11.7K +97 New
FMII
1206
Farmers & Merchants Investments Inc
Nebraska
$11.6K -$84.4K -700 -88%
AFS
1207
Annapolis Financial Services
Maryland
$10.9K +$10.9K +90 New
SVCP
1208
Silicon Valley Capital Partners
California
$10.6K +$10.6K +88 New
WAG
1209
Windsor Advisory Group
Ohio
$10.4K +$10.4K +86 New
MCM
1210
Manchester Capital Management
Vermont
$10.3K
BA
1211
Bellwether Advisors
Nebraska
$9.29K -$14.5K -120 -61%
MBFW
1212
Morton Brown Family Wealth
Pennsylvania
$9.22K +$121 +1 +1%
WFA
1213
WestHill Financial Advisors
California
$7.48K
FFA
1214
Farther Finance Advisors
California
$6.87K +$6.87K +57 New
RFA
1215
Register Financial Advisors
Georgia
$6.06K +$6.06K +50 New
PFSC
1216
Peoples Financial Services Corp
Pennsylvania
$6.03K
BEI
1217
Benjamin Edwards Inc
Missouri
$6K
LAM
1218
Lakewood Asset Management
Illinois
$6K +$6K +50 New
AWM
1219
Aspire Wealth Management
Massachusetts
$5.79K
HMS
1220
Hanseatic Management Services
New Mexico
$4K -$3.88K -33 -49%
PGAM
1221
Princeton Global Asset Management
New Jersey
$4K
FA
1222
Faithward Advisors
Pennsylvania
$3.74K
CA
1223
Corrado Advisors
New Jersey
$3.36K +$3.36K +28 New
NMG
1224
New Millennium Group
Utah
$3.14K
LCM
1225
Logan Capital Management
Pennsylvania
$3.02K