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iShares Select Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
376
RWA Wealth Partners
Massachusetts
$1.81M +$619K +4,712 +52%
BRWA
377
B. Riley Wealth Advisors
Florida
$1.8M -$28.4K -216 -2%
GIA
378
Gladstone Institutional Advisory
Florida
$1.79M +$3.41K +26 +0.2%
EW
379
Evoke Wealth
California
$1.79M -$19.7K -150 -1%
CW
380
CreativeOne Wealth
Kansas
$1.78M +$696K +5,304 +64%
Citigroup
381
Citigroup
New York
$1.77M +$150K +1,140 +9%
USB
382
Union Savings Bank
Connecticut
$1.75M -$9.72K -74 -0.6%
CL
383
Choreo LLC
Illinois
$1.73M +$245K +1,869 +16%
NCM
384
NCM Capital Management
New Jersey
$1.72M
CCG
385
Cypress Capital Group
Florida
$1.71M -$187K -1,424 -10%
VVP
386
Venture Visionary Partners
Ohio
$1.71M -$68.3K -520 -4%
FAIM
387
Financial Advocates Investment Management
Washington
$1.71M -$479K -3,778 -22%
FT
388
Fiduciary Trust
Massachusetts
$1.71M -$2.63K -20 -0.2%
MSFS
389
Main Street Financial Solutions
Pennsylvania
$1.69M -$120K -913 -7%
LPT
390
Legacy Private Trust
Wisconsin
$1.66M
Jones Financial Companies
391
Jones Financial Companies
Missouri
$1.66M +$511K +3,889 +44%
AP
392
Adero Partners
California
$1.66M
PIMG
393
Patriot Investment Management Group
Tennessee
$1.65M -$49.6K -378 -3%
DQRIM
394
Dale Q Rice Investment Management
Washington
$1.65M +$1.65M +12,570 New
HIA
395
Harbor Investment Advisory
Maryland
$1.64M -$3.94K -30 -0.2%
SB
396
Simmons Bank
Arkansas
$1.64M -$19.3K -147 -1%
CIC
397
Carnegie Investment Counsel
Ohio
$1.62M -$9.85K -75 -0.6%
WIA
398
World Investment Advisors
California
$1.62M +$128K +973 +9%
SPWG
399
Syntegra Private Wealth Group
Missouri
$1.61M +$90.5K +689 +6%
MCA
400
MSH Capital Advisors
Arizona
$1.61M +$109K +833 +7%