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iShares Select Dividend ETF
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Overview Fund Activity

1,193 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 398 increasing their positions, 416 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
19.09%
Holding in Top 10
54
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-19.4%
% of All Funds
0.86%
New
81
Increased
398
Reduced
416
Closed
89
Calls
$874M
Puts
$1.14B
Net Calls
-$269M
Net Calls Change
-$286M

Top Buyers

1
NAM
Nissay Asset Management
Japan
$211M
2
M1FG
Mach-1 Financial Group
Arkansas
$52M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$494M
4
ST
Sageworth Trust
Pennsylvania
$47.5M
5
CA
Cetera Advisors
Colorado
$82.7M

Top Sellers

1
Mariner
Mariner
Kansas
$49.4M
2
Morgan Stanley
Morgan Stanley
New York
$838M
3
Truist Financial
Truist Financial
North Carolina
$286M
4
SPWG
Syntegra Private Wealth Group
Missouri
$2.4M
5
HNB
Huntington National Bank
Ohio
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$7.49M +$1.1M +9,451 +17%
WLIM
127
White Lighthouse Investment Management
Massachusetts
$7.49M -$137K -1,165 -2%
DC
128
Davenport & Co
Virginia
$7.47M -$52.1K -445 -0.7%
ANB
129
Amarillo National Bank
Texas
$7.44M -$218K -1,861 -3%
CAS
130
Coppell Advisory Solutions
Texas
$7.34M +$1.11M +9,585 +18%
CASC
131
Coppell Advisory Solutions Corp
Texas
$7.34M +$1.11M +9,585 +18%
MA
132
Mutual Advisors
Nebraska
$7.33M +$365K +3,116 +5%
GB
133
Gunma Bank
Japan
$7.32M +$1.58M +13,500 +28%
ST
134
Smithfield Trust
Pennsylvania
$7.19M -$1.16M -9,912 -14%
SPC
135
Sigma Planning Corp
Michigan
$7.05M +$118K +1,008 +2%
Edgewood Management
136
Edgewood Management
Connecticut
$6.86M +$382K +3,262 +6%
HWM
137
HB Wealth Management
Georgia
$6.82M -$83.3K -711 -1%
FUBT
138
First United Bank & Trust
Maryland
$6.79M -$384K -3,280 -5%
AWS
139
Atria Wealth Solutions
New York
$6.57M -$227K -1,941 -3%
CPFP
140
Clear Perspectives Financial Planning
Ohio
$6.51M -$3.74M -31,894 -36%
PFG
141
Pinnacle Financial Group
Illinois
$6.39M +$269K +2,297 +4%
OFG
142
Omega Financial Group
California
$6.37M +$1.4M +11,947 +28%
WMA
143
Wealth Management Associates
New Jersey
$6.37M -$30.4K -259 -0.5%
Simplex Trading
144
Simplex Trading
Illinois
$6.37M +$1.58M +13,465 +33%
TPCW
145
TD Private Client Wealth
New York
$6.33M +$417K +3,557 +7%
KIA
146
KCM Investment Advisors
California
$6.33M -$217K -1,848 -3%
P
147
&Partners
Tennessee
$6.29M +$67.8K +579 +1%
UCFA
148
United Capital Financial Advisors
Texas
$6.21M -$1.9M -16,202 -23%
SW
149
SVB Wealth
Massachusetts
$6.16M -$448K -3,826 -7%
SFI
150
SPC Financial Inc
Maryland
$6.15M +$62K +529 +1%
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6
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