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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 %
TWA
451
TCI Wealth Advisors
Arizona
$1.33M +$394 +3 +0%
CIAS
452
CBIZ Investment Advisory Services
Ohio
$1.33M +$17.5K +133 +1%
FFN
453
Focus Financial Network
Minnesota
$1.32M +$102K +777 +8%
RBC
454
Romano Brothers & Co
Illinois
$1.31M
PS
455
Planned Solutions
California
$1.3M +$277K +2,108 +27%
PWP
456
Perfromance Wealth Partners
Illinois
$1.3M -$76.1K -580 -6%
TF
457
Tompkins Financial
New York
$1.29M -$140K -1,068 -10%
TPI
458
Trust Point Inc
Wisconsin
$1.28M -$61.1K -465 -5%
Citadel Advisors
459
Citadel Advisors
Florida
$1.28M +$670K +5,107 +110%
MIP
460
Marietta Investment Partners
Wisconsin
$1.27M +$8.53K +65 +0.7%
VCM
461
Viewpoint Capital Management
Washington
$1.27M +$5.91K +45 +0.5%
NP
462
NorthRock Partners
Minnesota
$1.26M -$23.5K -179 -2%
CWM
463
Challenger Wealth Management
California
$1.26M +$1.26M +9,595 New
FNT
464
First National Trust
Pennsylvania
$1.26M -$2.23K -17 -0.2%
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
$1.25M +$375K +2,860 +43%
JAG
466
Journey Advisory Group
Kentucky
$1.25M
DJYG
467
David J. Yvars Group
Florida
$1.25M +$9.71K +74 +0.8%
OAM
468
Occidental Asset Management
California
$1.25M
RPCONE
469
Retirement Planning Company of New England
Rhode Island
$1.24M -$12.1K -92 -1%
SYBT
470
Stock Yards Bank & Trust
Kentucky
$1.24M -$496K -3,780 -29%
SMC
471
Smith, Moore & Co
Missouri
$1.24M +$26.3K +200 +2%
ONST
472
Old North State Trust
North Carolina
$1.23M -$13.8K -105 -1%
GC
473
Grimes & Company
Massachusetts
$1.23M +$38.5K +293 +3%
FFP
474
Freedom Financial Partners
Minnesota
$1.22M +$1.22M +9,294 New
CFS
475
CRA Financial Services
New Jersey
$1.22M +$5.51K +42 +0.5%