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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 %
GFL
201
Granite FO LLC
New Hampshire
$3.36M -$231K -2,150 -6%
PRWA
202
Platte River Wealth Advisors
Colorado
$3.35M +$42.2K +392 +1%
MMHP
203
Murphy Middleton Hinkle & Parker
Georgia
$3.35M +$8.93K +83 +0.3%
FWP
204
FAS Wealth Partners
Kansas
$3.33M -$556K -5,167 -14%
B
205
Bensler
Washington
$3.28M -$110K -1,022 -3%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$3.28M -$402K -3,734 -11%
FAM
207
Flaharty Asset Management
Florida
$3.28M -$63.8K -593 -2%
MAWCM
208
Mine & Arao Wealth Creation & Management
California
$3.26M -$983K -9,133 -23%
RWA
209
Redmont Wealth Advisors
Illinois
$3.25M
CHC
210
City Holding Co
West Virginia
$3.25M +$374K +3,471 +13%
JWCA
211
J.W. Cole Advisors
Florida
$3.23M -$36.1K -335 -1%
JIC
212
Johnson Investment Counsel
Ohio
$3.22M -$257K -2,383 -7%
GWM
213
Geneos Wealth Management
Colorado
$3.2M -$7.97K -74 -0.2%
FCFC
214
First Commonwealth Financial Corp
Pennsylvania
$3.12M -$105K -973 -3%
STA
215
Summit Trail Advisors
New York
$3.11M
PFS
216
Prospera Financial Services
Texas
$3.09M -$22.8K -212 -0.7%
AF
217
Allworth Financial
California
$3.06M +$309K +2,870 +11%
PWP
218
Principle Wealth Partners
Connecticut
$2.97M -$94.8K -881 -3%
FWA
219
FOCUS Wealth Advisors
Texas
$2.88M -$2.8K -26 -0.1%
GTAM
220
Global Trust Asset Management
Florida
$2.88M -$189K -1,760 -6%
GA
221
GoalVest Advisory
New York
$2.83M +$1.18M +10,969 +72%
EFS
222
Essex Financial Services
Connecticut
$2.82M +$678K +6,296 +32%
State Street
223
State Street
Massachusetts
$2.79M -$3.34K -31 -0.1%
NCM
224
Narwhal Capital Management
Georgia
$2.77M -$2.05K -19 -0.1%
RSWM
225
Robertson Stephens Wealth Management
California
$2.73M +$2.08M +19,100 +321%