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iShares Select Dividend ETF

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.56%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
451
Virtue Capital Management
Tennessee
$1.11M -$151K -1,189 -12%
PA
452
PFG Advisors
Arizona
$1.11M -$24.1K -199 -2%
RWP
453
RWA Wealth Partners
Massachusetts
$1.09M -$84.3K -697 -7%
FCFC
454
First Citizens Financial Corp
Iowa
$1.09M -$17.2K -142 -2%
SAM
455
SignalPoint Asset Management
Missouri
$1.09M
GC
456
Grimes & Company
Massachusetts
$1.09M +$3.87K +32 +0.4%
MA
457
MKT Advisors
California
$1.09M -$60K -498 -5%
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$1.09M -$38.1K -315 -3%
RIM
459
Rockbridge Investment Management
New York
$1.09M
CAL
460
Capital Advisors Ltd
Ohio
$1.08M -$85.6K -708 -7%
SWM
461
Sculati Wealth Management
Michigan
$1.08M
FWIA
462
Fort Washington Investment Advisors
Ohio
$1.08M
KWM
463
Kingsview Wealth Management
Oregon
$1.07M -$17.2K -142 -2%
WB
464
Webster Bank
Connecticut
$1.06M
SSWM
465
Strait & Sound Wealth Management
California
$1.06M -$104K -858 -9%
PTP
466
Platform Technology Partners
New York
$1.05M +$1.05M +8,698 New
CA
467
Continuum Advisory
Idaho
$1.05M -$8.95K -74 -0.8%
EFG
468
Embree Financial Group
Illinois
$1.05M -$196K -1,622 -16%
CWG
469
Cornerstone Wealth Group
North Carolina
$1.03M -$31.2K -258 -3%
AIP
470
ARS Investment Partners
New York
$1.03M
VCM
471
Viewpoint Capital Management
Washington
$1.03M -$17.3K -143 -2%
CIAS
472
CBIZ Investment Advisory Services
Ohio
$1.03M +$149K +1,232 +17%
ORC
473
O'Rourke & Company
Massachusetts
$1.02M +$69.8K +577 +7%
CW
474
CreativeOne Wealth
Kansas
$1.02M -$172K -1,417 -14%
SFM
475
Signet Financial Management
New Jersey
$1M +$1.09K +9 +0.1%