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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
17.5%
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 %
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$2.37M -$544K -4,143 -19%
BCA
302
Bay Colony Advisors
Massachusetts
$2.36M -$29.9K -228 -1%
B
303
Bensler
Washington
$2.35M -$377K -2,871 -14%
CFGS
304
Concourse Financial Group Securities
Alabama
$2.34M +$67.3K +502 +3%
DADC
305
D.A. Davidson & Co
Montana
$2.34M +$68.8K +524 +3%
DWM
306
Dakota Wealth Management
Florida
$2.33M +$1.02M +7,766 +78%
MFWP
307
Mosaic Family Wealth Partners
Missouri
$2.31M +$3.15K +24 +0.1%
HCM
308
Howland Capital Management
Massachusetts
$2.31M -$282K -2,149 -11%
SCA
309
Stonebridge Capital Advisors
Minnesota
$2.31M -$228K -1,740 -9%
PA
310
Parallel Advisors
California
$2.3M +$264K +2,011 +13%
OA
311
Oxbow Advisors
Texas
$2.29M -$56.8K -433 -2%
PIA
312
Pinion Investment Advisors
Kansas
$2.27M +$678K +5,161 +42%
FCP
313
Fidelis Capital Partners
Florida
$2.27M +$526K +3,915 +30%
ES
314
Eagle Strategies
New York
$2.26M +$114K +869 +5%
HSBC Holdings
315
HSBC Holdings
United Kingdom
$2.25M +$341K +2,597 +18%
JE
316
JMAC Enterprises
Pennsylvania
$2.25M +$13.7K +104 +0.6%
GFP
317
Gryphon Financial Partners
Ohio
$2.23M -$13.1K -100 -0.6%
PLU
318
Performa Ltd (US)
South Carolina
$2.22M – – –
PNC
319
Park National Corp
Ohio
$2.21M – – –
NL
320
NWAM LLC
Washington
$2.2M -$105K -801 -5%
FIA
321
Foundations Investment Advisors
Arizona
$2.2M -$30.9K -235 -1%
PS
322
Principal Securities
Iowa
$2.19M -$36.4K -277 -2%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$2.17M +$248K +1,891 +13%
FHA
324
First Horizon Advisors
Tennessee
$2.16M +$47.8K +364 +2%
TWP
325
Tempus Wealth Planning
California
$2.14M +$43.7K +333 +2%
11 12
13
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