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iShares Select Dividend ETF

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
P
176
&Partners
Tennessee
$3.96M -$2.84M -24,252 -42%
FA
177
Fermata Advisors
California
$3.93M +$1.17M +9,998 +42%
AAP
178
Arax Advisory Partners
Colorado
$3.93M -$578K -4,934 -13%
SW
179
SVB Wealth
Massachusetts
$3.92M -$1.26M -10,775 -24%
PA
180
Pinnacle Associates
New York
$3.91M -$464K -3,961 -11%
SCG
181
Sonata Capital Group
Washington
$3.89M -$165K -1,411 -4%
AFG
182
Albion Financial Group
Utah
$3.87M
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$3.87M +$1.5M +12,764 +63%
SDAM
184
Shulman DeMeo Asset Management
New York
$3.87M -$20.5K -175 -0.5%
PFS
185
Prospera Financial Services
Texas
$3.85M +$487K +4,158 +14%
Federated Hermes
186
Federated Hermes
Pennsylvania
$3.83M +$3.83M +32,700 New
KA
187
Klingman & Associates
New York
$3.83M
GLLW
188
Graves Light Lenhart Wealth
Virginia
$3.72M -$67.6K -577 -2%
Vanguard Group
189
Vanguard Group
Pennsylvania
$3.69M +$821 +7 +0%
MMHP
190
Murphy Middleton Hinkle & Parker
Georgia
$3.68M +$35.9K +306 +1%
FWA
191
FOCUS Wealth Advisors
Texas
$3.68M +$549K +4,685 +18%
Jane Street
192
Jane Street
New York
$3.67M -$1.38M -11,746 -27%
GFL
193
Granite FO LLC
New Hampshire
$3.66M
TCM
194
Traynor Capital Management
Pennsylvania
$3.65M -$317K -2,703 -8%
JWCA
195
J.W. Cole Advisors
Florida
$3.62M +$108K +919 +3%
VCM
196
Vivaldi Capital Management
Illinois
$3.62M -$134K -1,179 -4%
MAWCM
197
Mine & Arao Wealth Creation & Management
California
$3.61M +$63.9K +545 +2%
KeyBank National Association
198
KeyBank National Association
Ohio
$3.55M +$1.04M +8,857 +41%
HSA
199
HBK Sorce Advisory
Pennsylvania
$3.54M -$648K -5,531 -15%
GWM
200
Geneos Wealth Management
Colorado
$3.54M +$59K +503 +2%