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iShares Select Dividend ETF

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
226
International Assets Investment Management
Florida
$3.02M +$507K +4,148 +20%
SSW
227
Smith Shellnut Wilson
Mississippi
$3.01M -$62.5K -507 -2%
B
228
Bensler
Washington
$2.98M -$332K -2,694 -10%
CIA
229
Caerus Investment Advisors
Texas
$2.96M
PRWA
230
Platte River Wealth Advisors
Colorado
$2.94M -$453K -3,680 -13%
HTC
231
Haverford Trust Company
Pennsylvania
$2.92M +$81.3K +660 +3%
HNWAG
232
High Net Worth Advisory Group
Florida
$2.91M +$100K +813 +4%
CHC
233
City Holding Co
West Virginia
$2.9M -$160K -1,295 -5%
KFA
234
Kapstone Financial Advisors
Ohio
$2.87M -$37K -300 -1%
SQA
235
Simon Quick Advisors
New Jersey
$2.86M
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$32.3K -262 -1%
WWM
237
Western Wealth Management
Colorado
$2.84M -$33.1K -269 -1%
MCCA
238
Mill Creek Capital Advisors
Pennsylvania
$2.82M +$15.9K +129 +0.6%
JIC
239
Joel Isaacson & Co
New York
$2.81M -$79.6K -646 -3%
EFS
240
Essex Financial Services
Connecticut
$2.8M -$184K -1,496 -6%
HCM
241
Howland Capital Management
Massachusetts
$2.8M -$59.4K -482 -2%
AAS
242
Ameritas Advisory Services
Nebraska
$2.8M +$451K +3,721 +19%
FA
243
Flagstar Advisors
New York
$2.8M +$49.9K +405 +2%
SC
244
Scotia Capital
Ontario, Canada
$2.8M +$54.9K +446 +2%
CWS
245
Cypress Wealth Services
California
$2.79M +$82.8K +672 +3%
SW
246
Simplicity Wealth
New Jersey
$2.79M +$2.79M +22,643 New
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$2.79M -$451K -3,665 -14%
STA
248
Summit Trail Advisors
New York
$2.76M +$5.42K +44 +0.2%
FB
249
Fulton Bank
Pennsylvania
$2.75M -$1.23K -10 -0%
GTAM
250
Global Trust Asset Management
Florida
$2.75M -$154K -1,252 -5%