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iShares Select Dividend ETF
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Overview Fund Activity

1,131 hedge funds and large institutions have $8.99B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 415 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
-35
Holders Change %
-3%
% of All Funds
19.56%
Holding in Top 10
62
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.77%
% of All Funds
1.07%
New
61
Increased
415
Reduced
315
Closed
75
Calls
$63.8M
Puts
$26M
Net Calls
+$37.7M
Net Calls Change
+$8.88M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$113M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$317M
3
KAS
3
Kestra Advisory Services
Texas
$50.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$240M
5
SAF
5
Smith Anglin Financial
Texas
$24.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
HI
2
Horizon Investments
North Carolina
$28.6M
3
HNB
3
Huntington National Bank
Ohio
$31.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$82.2M
5
BlackRock
5
BlackRock
New York
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
176
Rathbones Group
United Kingdom
$4.94M -$155K -1,449 -3%
MIAN
177
Mariner Independent Advisor Network
Kansas
$4.85M +$110K +1,022 +2%
SFG
178
Summit Financial Group
West Virginia
$4.72M +$23.1K +215 +0.5%
GRP
179
Global Retirement Partners
California
$4.61M -$17K -144 -0.4%
FAM
180
Flaharty Asset Management
Florida
$4.58M -$299K -2,785 -6%
MML Investors Services
181
MML Investors Services
Massachusetts
$4.57M -$721K -6,725 -14%
IF
182
Ironwood Financial
Arizona
$4.57M -$18.2K -170 -0.4%
MAM
183
MMA Asset Management
Pennsylvania
$4.45M +$193K +1,799 +5%
MBTD
184
Mechanics Bank - Trust Department
California
$4.45M +$84.7K +790 +2%
SA
185
Scarborough Advisors
Maryland
$4.42M +$174K +1,619 +4%
Brown Advisory
186
Brown Advisory
Maryland
$4.35M +$1.09M +10,123 +33%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$4.33M -$8.83K -82 -0.2%
RPGK
188
Retirement Planning Group (Kansas)
Kansas
$4.3M +$38.8K +362 +0.9%
CM
189
Cornerstone Management
Georgia
$4.29M +$327K +3,052 +8%
OWA
190
One Wealth Advisors
California
$4.27M -$785K -7,320 -16%
JGIA
191
Jackson Grant Investment Advisers
Connecticut
$4.21M +$40.5K +378 +1%
ACA
192
Anchor Capital Advisors
Massachusetts
$4.19M +$4.19M +39,085 New
PA
193
Pinnacle Associates
New York
$4.17M +$764K +7,125 +22%
HSA
194
HBK Sorce Advisory
Pennsylvania
$4.14M +$511K +4,765 +14%
SAS
195
Stelac Advisory Services
New York
$4.12M +$71.8K +670 +2%
MAWCM
196
Mine & Arao Wealth Creation & Management
California
$4.11M +$349K +3,251 +9%
TCFP
197
Treasure Coast Financial Planning
Florida
$4.1M +$103K +956 +3%
GHAM
198
Gilman Hill Asset Management
Connecticut
$4.06M +$4.06M +37,900 New
EVM
199
Eaton Vance Management
Massachusetts
$4.06M +$365K +3,402 +10%
FWP
200
FAS Wealth Partners
Kansas
$4.03M -$23.2K -216 -0.6%
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