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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.

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 %
WANY
101
Wealthspire Advisors (New York)
New York
$8.05M -$127K -1,083 -2%
ASN
102
Advisory Services Network
Georgia
$7.94M -$1.67M -14,287 -17%
SIAP
103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.89M -$452K -3,860 -5%
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$7.89M -$176K -1,503 -2%
ONB
105
Old National Bancorp
Indiana
$7.88M -$185K -1,582 -2%
BFA
106
Beaumont Financial Advisors
Massachusetts
$7.64M -$324K -2,763 -4%
DC
107
Davenport & Co
Virginia
$7.6M -$52.5K -448 -0.7%
CA
108
Cetera Advisors
Colorado
$7.58M -$6.13M -52,319 -45%
ANB
109
Amarillo National Bank
Texas
$7.45M
IWC
110
Integrated Wealth Concepts
Massachusetts
$7.21M -$292K -2,493 -4%
MA
111
Mutual Advisors
Nebraska
$7.18M +$41.4K +353 +0.6%
RJT
112
Raymond James Trust
Florida
$7.17M +$925K +7,888 +15%
CFG
113
Citizens Financial Group
Rhode Island
$7.13M -$548K -4,679 -7%
AWS
114
Atria Wealth Solutions
New York
$6.94M +$27.5K +235 +0.4%
Edgewood Management
115
Edgewood Management
Connecticut
$6.86M
GB
116
Gunma Bank
Japan
$6.74M -$586K -5,000 -8%
HWM
117
HB Wealth Management
Georgia
$6.73M +$58.3K +497 +0.9%
OFG
118
Omega Financial Group
California
$6.43M -$48.8K -416 -0.8%
WMA
119
Wealth Management Associates
New Jersey
$6.4M +$43.7K +373 +0.7%
BL
120
Balentine LLC
Georgia
$6.31M -$3.23M -27,523 -34%
PFG
121
Pinnacle Financial Group
Illinois
$6.27M -$120K -1,027 -2%
KIA
122
KCM Investment Advisors
California
$6.19M -$119K -1,019 -2%
FUBT
123
First United Bank & Trust
Maryland
$6.09M -$205K -1,745 -3%
ST
124
Smithfield Trust
Pennsylvania
$5.94M -$151K -1,291 -2%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$5.86M -$246K -2,096 -4%