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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 %
DBIA
126
Dumont & Blake Investment Advisors
New Jersey
$8.41M -$30.6K -254 -0.4%
UCFA
127
United Capital Financial Advisors
Texas
$8.35M +$1.12M +9,319 +16%
SIAP
128
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.21M +$407K +3,376 +5%
FAT
129
First American Trust
California
$8.15M -$235K -1,947 -3%
WS
130
Wedbush Securities
California
$8.1M +$32.1K +266 +0.4%
GHA
131
GW Henssler & Associates
Georgia
$8.06M +$426K +3,530 +6%
BFA
132
Beaumont Financial Advisors
Massachusetts
$8M +$279K +2,314 +4%
PP
133
Prudential plc
United Kingdom
$7.98M -$145K -1,200 -2%
ANB
134
Amarillo National Bank
Texas
$7.89M -$285K -2,367 -3%
CPO
135
Cerity Partners OCIO
New York
$7.87M +$872K +7,232 +12%
WLIM
136
White Lighthouse Investment Management
Massachusetts
$7.85M -$339K -2,814 -4%
BFS
137
Bard Financial Services
Connecticut
$7.82M +$1.69K +14 +0%
DC
138
Davenport & Co
Virginia
$7.74M +$487K +4,039 +7%
Cerity Partners
139
Cerity Partners
New York
$7.63M +$2.52M +18,068 +49%
FUBT
140
First United Bank & Trust
Maryland
$7.39M -$748K -6,200 -9%
AWM
141
AE Wealth Management
Kansas
$7.37M -$318K -2,633 -4%
MA
142
Mutual Advisors
Nebraska
$7.17M +$235K +1,946 +3%
SPC
143
Sigma Planning Corp
Michigan
$7.14M +$1.39M +11,500 +24%
HWM
144
HB Wealth Management
Georgia
$7.11M -$59.3K -492 -0.8%
AWS
145
Atria Wealth Solutions
New York
$7M -$157K -1,299 -2%
PI
146
PFS Investments
Georgia
$6.91M -$89K -738 -1%
SW
147
SVB Wealth
Massachusetts
$6.8M +$306K +2,536 +5%
KIA
148
KCM Investment Advisors
California
$6.73M -$103K -852 -2%
Edgewood Management
149
Edgewood Management
Connecticut
$6.67M
IA
150
IFG Advisory
Georgia
$6.61M -$8.47M -70,275 -56%