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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 %
GT
176
Glenview Trust
Kentucky
$4.16M +$315K +2,922 +8%
AAP
177
Arax Advisory Partners
Colorado
$4.14M -$11.5M -106,654 -74%
MCM
178
Mendel Capital Management
Arkansas
$4.12M -$25.9K -241 -0.6%
MML Investors Services
179
MML Investors Services
Massachusetts
$4.1M -$244K -2,270 -6%
LWP
180
LMG Wealth Partners
Louisiana
$4.09M +$7.97K +74 +0.2%
OC
181
Oppenheimer & Co
New York
$4.05M -$1.15M -10,725 -22%
PA
182
Pinnacle Associates
New York
$4.01M -$126K -1,175 -3%
OWA
183
One Wealth Advisors
California
$3.91M -$10.1K -94 -0.3%
HSA
184
HBK Sorce Advisory
Pennsylvania
$3.85M +$24.5K +228 +0.6%
MCM
185
MV Capital Management
Maryland
$3.73M -$3.23K -30 -0.1%
KWM
186
Keebeck Wealth Management
Illinois
$3.73M -$38.8M -312,101 -91%
SCG
187
Sonata Capital Group
Washington
$3.73M -$162K -1,503 -4%
TCM
188
Traynor Capital Management
Pennsylvania
$3.64M -$115K -1,068 -3%
MMA
189
Miracle Mile Advisors
California
$3.63M -$350K -3,247 -9%
SDAM
190
Shulman DeMeo Asset Management
New York
$3.57M -$25.9K -241 -0.7%
LP
191
LGL Partners
Pennsylvania
$3.56M
VCM
192
Vivaldi Capital Management
Illinois
$3.56M -$397K -3,689 -10%
FTS
193
Fifth Third Securities
Ohio
$3.56M +$2.68M +24,591 +305%
AFG
194
Albion Financial Group
Utah
$3.55M
SSW
195
Smith Shellnut Wilson
Mississippi
$3.55M -$32.3K -300 -0.9%
NF
196
Nikulski Financial
Iowa
$3.54M -$25K -232 -0.7%
KA
197
Klingman & Associates
New York
$3.52M -$1.85M -17,164 -34%
AllianceBernstein
198
AllianceBernstein
Tennessee
$3.51M -$23K -214 -0.7%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$3.4M -$46.4K -441 -1%
Vanguard Group
200
Vanguard Group
Pennsylvania
$3.38M