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iShares Select Dividend ETF
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Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
326
Franklin Street Advisors
North Carolina
$1.88M – – –
AMG
327
Asset Management Group
Connecticut
$1.87M +$41.5K +354 +2%
AF
328
Apexium Financial
Texas
$1.86M +$1.86M +15,907 New
KWM
329
Kaydan Wealth Management
Michigan
$1.85M -$33.5K -286 -2%
MFA
330
Mayflower Financial Advisors
Massachusetts
$1.85M -$4.45K -38 -0.2%
TCA
331
Transcend Capital Advisors
New Jersey
$1.84M -$5.28K -45 -0.3%
NSCM
332
New South Capital Management
Tennessee
$1.84M -$72.7K -620 -4%
FHA
333
First Horizon Advisors
Tennessee
$1.83M -$3.22M -27,473 -64%
EWM
334
Evercore Wealth Management
New York
$1.83M -$120K -1,026 -6%
SAF
335
Smith Anglin Financial
Texas
$1.81M -$589K -5,027 -25%
HSBC Holdings
336
HSBC Holdings
United Kingdom
$1.8M +$62.5K +533 +4%
SIC
337
Salem Investment Counselors
North Carolina
$1.8M +$36.9K +315 +2%
AFO
338
Arrowroot Family Office
California
$1.8M -$337K -2,879 -16%
IA
339
IFP Advisors
Florida
$1.8M -$664K -5,667 -27%
FHA
340
Flagship Harbor Advisors
Massachusetts
$1.8M +$227K +1,935 +14%
SI
341
Stephens Inc
Arkansas
$1.78M +$167K +1,421 +10%
MFG
342
Magnus Financial Group
New York
$1.78M +$68.2K +582 +4%
IAG
343
Investment Advisory Group
Massachusetts
$1.77M -$81.9K -699 -4%
CCG
344
Cypress Capital Group
Florida
$1.77M -$187K -1,595 -10%
TAM
345
Townsend Asset Management
North Carolina
$1.77M +$19.1K +163 +1%
CA
346
CoreCap Advisors
Michigan
$1.75M +$1.24M +10,598 +246%
HH
347
Hilltop Holdings
Texas
$1.72M -$586 -5 -0%
CCM
348
Coldstream Capital Management
Washington
$1.72M +$83.5K +712 +5%
SPC
349
Sigma Planning Corp
Michigan
$1.7M -$3.4M -29,022 -67%
WCM
350
WealthBridge Capital Management
Ohio
$1.7M +$27K +230 +2%
12 13
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