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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 %
WMA
126
Wealth Management Associates
New Jersey
$5.84M -$22.7K -211 -0.4%
KIA
127
KCM Investment Advisors
California
$5.79M -$47.4K -440 -0.8%
FUBT
128
First United Bank & Trust
Maryland
$5.78M -$300K -2,785 -5%
WQ
129
Wealth Quarterback
New Jersey
$5.76M +$883K +8,203 +18%
RJT
130
Raymond James Trust
Florida
$5.74M +$105K +979 +2%
TFS
131
Thoroughbred Financial Services
Tennessee
$5.71M +$343K +3,188 +6%
TPCW
132
TD Private Client Wealth
New York
$5.63M -$279K -2,592 -5%
HCMT
133
Highland Capital Management (Tennessee)
Tennessee
$5.61M +$82.2K +764 +1%
ST
134
Smithfield Trust
Pennsylvania
$5.6M -$233K -2,169 -4%
CAM
135
Carret Asset Management
New York
$5.39M -$168K -1,564 -3%
FAT
136
First American Trust
California
$5.38M -$49.1K -456 -0.9%
TWM
137
Tradition Wealth Management
Minnesota
$5.37M -$366K -3,401 -6%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$5.36M +$2.31M +21,499 +76%
NC
139
NinePointTwo Capital
California
$5.26M
CAAM
140
Cornerstone Advisors Asset Management
Pennsylvania
$5.19M
NEAM
141
New England Asset Management
Connecticut
$5.13M -$12.1M -112,400 -70%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$5.1M +$4.66M +43,318 +1,061%
CAM
143
Cresset Asset Management
Illinois
$5.09M +$799K +7,349 +19%
AWM
144
AE Wealth Management
Kansas
$5.03M +$8.83K +82 +0.2%
RG
145
Rathbones Group
United Kingdom
$4.88M -$10.5K -98 -0.2%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$4.84M +$95.7K +889 +2%
MWM
147
Mascoma Wealth Management
New Hampshire
$4.81M -$178K -1,656 -4%
UCFA
148
United Capital Financial Advisors
Texas
$4.79M -$370K -3,437 -7%
MBTD
149
Mechanics Bank - Trust Department
California
$4.77M -$25K -232 -0.5%
SW
150
SVB Wealth
Massachusetts
$4.76M -$58.3K -542 -1%