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iShares Select Dividend ETF

1,147 hedge funds and large institutions have $8.31B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-29
Holders Change %
-2.47%
% of All Funds
18.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.57%
New
75
Increased
241
Reduced
462
Closed
89
Calls
$60.4M
Puts
$19M
Net Calls
+$41.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.66M -$9.9K -92 -0.1%
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$7.52M -$2.94M -27,360 -28%
WANY
103
Wealthspire Advisors (New York)
New York
$7.51M +$21.5K +200 +0.3%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$7.48M -$28.5K -265 -0.4%
GHA
105
GW Henssler & Associates
Georgia
$7.44M +$24.7K +229 +0.3%
ONB
106
Old National Bancorp
Indiana
$7.41M -$209K -1,946 -3%
DBIA
107
Dumont & Blake Investment Advisors
New Jersey
$7.41M -$13.2K -123 -0.2%
BFA
108
Beaumont Financial Advisors
Massachusetts
$7.31M +$34.6K +321 +0.5%
WS
109
Wedbush Securities
California
$7.28M -$65K -604 -0.9%
Citadel Advisors
110
Citadel Advisors
Florida
$7.27M -$9.34M -86,754 -56%
CFG
111
Citizens Financial Group
Rhode Island
$7.05M -$930K -8,643 -12%
DC
112
Davenport & Co
Virginia
$7.02M +$162K +1,502 +2%
IWC
113
Integrated Wealth Concepts
Massachusetts
$6.89M +$218K +2,028 +3%
ANB
114
Amarillo National Bank
Texas
$6.84M
GB
115
Gunma Bank
Japan
$6.73M
CA
116
Clearstead Advisors
Ohio
$6.66M +$3.5M +32,545 +111%
MA
117
Mutual Advisors
Nebraska
$6.56M -$102K -944 -2%
CAS
118
Coppell Advisory Solutions
Texas
$6.48M +$2.45M +20,336 +61%
AWS
119
Atria Wealth Solutions
New York
$6.36M +$29.3K +272 +0.5%
Edgewood Management
120
Edgewood Management
Connecticut
$6.3M
P
121
&Partners
Tennessee
$6.25M +$325K +3,012 +5%
HWM
122
HB Wealth Management
Georgia
$6.13M
Squarepoint
123
Squarepoint
New York
$6.12M -$823K -7,646 -12%
OFG
124
Omega Financial Group
California
$5.95M +$36.6K +340 +0.6%
PFG
125
Pinnacle Financial Group
Illinois
$5.87M +$19.3K +179 +0.3%