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iShares Select Dividend ETF

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.56%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$2.83M -$46.4K -368 -2%
PRWA
227
Platte River Wealth Advisors
Colorado
$2.83M -$60.9K -503 -2%
SQA
228
Simon Quick Advisors
New Jersey
$2.81M
HNWAG
229
High Net Worth Advisory Group
Florida
$2.8M -$58.7K -485 -2%
FA
230
Flagstar Advisors
New York
$2.79M +$44.3K +366 +2%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$2.78M -$955K -7,892 -26%
JIC
232
Joel Isaacson & Co
New York
$2.76M +$605 +5 +0%
KFA
233
Kapstone Financial Advisors
Ohio
$2.75M -$68.1K -563 -2%
CHC
234
City Holding Co
West Virginia
$2.74M -$113K -932 -4%
AAS
235
Ameritas Advisory Services
Nebraska
$2.71M -$79.8K -660 -3%
HTC
236
Haverford Trust Company
Pennsylvania
$2.71M -$161K -1,332 -6%
FB
237
Fulton Bank
Pennsylvania
$2.71M +$968 +8 +0%
SW
238
Simplicity Wealth
New Jersey
$2.7M -$37.3K -308 -1%
B
239
Bensler
Washington
$2.69M -$233K -1,924 -8%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$2.69M -$106K -879 -4%
GTAM
241
Global Trust Asset Management
Florida
$2.68M -$19.7K -163 -0.7%
WWM
242
Western Wealth Management
Colorado
$2.68M -$113K -936 -4%
MCCA
243
Mill Creek Capital Advisors
Pennsylvania
$2.68M -$92.8K -767 -3%
AT
244
Arlington Trust
Alabama
$2.66M -$121 -1 -0%
KWA
245
Kingswood Wealth Advisors
California
$2.66M +$1.29M +10,662 +94%
SCA
246
Snowden Capital Advisors
New York
$2.61M -$37.5K -310 -1%
CWS
247
Cypress Wealth Services
California
$2.61M -$134K -1,110 -5%
SC
248
Scotia Capital
Ontario, Canada
$2.61M -$140K -1,158 -5%
HBW
249
Hazlett, Burt & Watson
West Virginia
$2.59M -$13.1K -108 -0.5%
CIA
250
Caerus Investment Advisors
Texas
$2.57M -$342K -2,825 -12%