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iShares Select Dividend ETF
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Overview Fund Activity

1,315 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 406 increasing their positions, 405 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
156
Increased
406
Reduced
405
Closed
63
Calls
$235M
Puts
$20.5M
Net Calls
+$215M
Net Calls Change
+$118M

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
276
Valeo Financial Advisors
Indiana
$2.6M +$43.3K +330 +2%
Wealthfront Advisers
277
Wealthfront Advisers
California
$2.6M +$945K +7,197 +57%
WA
278
Waverly Advisors
Alabama
$2.58M +$322K +2,452 +14%
TCA
279
Transcend Capital Advisors
New Jersey
$2.54M -$153K -1,169 -6%
FNBT
280
FineMark National Bank & Trust
Florida
$2.52M -$40.7K -310 -2%
ZF
281
Zhang Financial
Michigan
$2.52M -$6.7K -51 -0.3%
IA
282
IFC Advisors
California
$2.52M +$2.52M +19,168 New
ICM
283
IMS Capital Management
Oregon
$2.51M – – –
TCM
284
Traynor Capital Management
Pennsylvania
$2.51M -$722K -5,498 -22%
CTC
285
Corundum Trust Company
South Dakota
$2.5M – – –
MMG
286
Monetary Management Group
Missouri
$2.49M – – –
SI
287
Stephens Inc
Arkansas
$2.47M -$206K -1,571 -8%
FHC
288
First Heartland Consultants
Missouri
$2.47M +$2.14M +16,303 +645%
LFAS
289
Level Four Advisory Services
Texas
$2.46M -$228K -1,733 -8%
PCA
290
Pallas Capital Advisors
Massachusetts
$2.45M -$56.9K -433 -2%
CAG
291
Csenge Advisory Group
Florida
$2.45M -$48.4K -369 -2%
CCWA
292
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M -$45.3K -345 -2%
CIA
293
Caerus Investment Advisors
Texas
$2.41M -$377K -2,875 -14%
PPP
294
Private Portfolio Partners
New Jersey
$2.4M +$2.49K +19 +0.1%
Mirae Asset Global Investments
295
Mirae Asset Global Investments
South Korea
$2.4M -$65.5K -500 -3%
GTAM
296
Global Trust Asset Management
Florida
$2.39M -$263K -2,003 -10%
CRC
297
Curi RMB Capital
Illinois
$2.38M -$71.8K -547 -3%
YCG
298
Yeomans Consulting Group
Georgia
$2.38M -$118K -901 -5%
WAM
299
Weinberger Asset Management
California
$2.37M +$24.3K +185 +1%
CGH
300
CMG Global Holdings
Texas
$2.37M +$54.1K +404 +2%
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