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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 %
APWA
351
Atlas Private Wealth Advisors
New Jersey
$1.99M -$413K -3,142 -17%
CNBT
352
Canandaigua National Bank & Trust
New York
$1.98M -$16K -122 -0.8%
AMG
353
Asset Management Group
Connecticut
$1.98M +$16.5K +126 +0.8%
WTC
354
WhitTier Trust Company
Nevada
$1.98M -$30.1K -229 -1%
OPCM
355
Osborne Partners Capital Management
California
$1.98M -$19.7K -150 -1%
WT
356
Washington Trust
Rhode Island
$1.97M -$43.1K -328 -2%
FHA
357
Flagship Harbor Advisors
Massachusetts
$1.95M -$18.6K -142 -0.9%
ADL
358
Asset Dedication LLC
California
$1.94M +$306K +2,331 +19%
EWM
359
Evercore Wealth Management
New York
$1.9M – – –
LWANC
360
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89M – – –
MFA
361
Mayflower Financial Advisors
Massachusetts
$1.89M -$162K -1,236 -8%
CCM
362
Coldstream Capital Management
Washington
$1.88M -$21.9K -167 -1%
CGH
363
Crossmark Global Holdings
Texas
$1.87M – – –
PI
364
PFG Investments
New York
$1.87M -$37K -282 -2%
TCA
365
Trifecta Capital Advisors
Illinois
$1.87M -$21.7K -165 -1%
TWC
366
TD Waterhouse Canada
Ontario, Canada
$1.86M -$151K -1,147 -7%
RWA
367
Redmont Wealth Advisors
Illinois
$1.85M – – –
SAF
368
Smith Anglin Financial
Texas
$1.85M +$25.3K +193 +1%
RFC
369
Regions Financial Corp
Alabama
$1.84M – – –
PCA
370
Private Capital Advisors
Connecticut
$1.83M – – –
CPIG
371
Chicago Partners Investment Group
Illinois
$1.82M +$12.4K +95 +0.7%
IAG
372
Investment Advisory Group
Massachusetts
$1.81M -$26.7K -203 -1%
COFSG
373
Carbahal Olsen Financial Services Group
California
$1.81M +$1.81M +13,817 New
SWP
374
Summit Wealth Partners
Florida
$1.81M +$26.9K +205 +2%
CPIA
375
Cornell Pochily Investment Advisors
New York
$1.81M +$20K +152 +1%
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