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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 %
WFA
476
Wellspring Financial Advisors
Ohio
$1.08M +$3.28K +28 +0.3%
WIA
477
World Investment Advisors
California
$1.08M +$728K +6,212 +209%
VCM
478
Viewpoint Capital Management
Washington
$1.08M +$586 +5 +0.1%
FWIA
479
Fort Washington Investment Advisors
Ohio
$1.07M – – –
KPWS
480
Kestra Private Wealth Services
Texas
$1.07M +$24.5K +209 +2%
KWM
481
Kingsview Wealth Management
Oregon
$1.07M -$33.1K -282 -3%
SMC
482
Smith, Moore & Co
Missouri
$1.06M +$347K +2,959 +49%
SFG
483
StrategIQ Financial Group
Indiana
$1.06M -$112K -959 -10%
RIM
484
Rockbridge Investment Management
New York
$1.05M – – –
GC
485
Grimes & Company
Massachusetts
$1.05M -$22.4K -191 -2%
MWM
486
Meridian Wealth Management
Kentucky
$1.05M -$954K -8,137 -48%
SWM
487
Sculati Wealth Management
Michigan
$1.04M – – –
FTWA
488
Fifth Third Wealth Advisors
Ohio
$1.03M +$107K +917 +12%
DJYG
489
David J. Yvars Group
Florida
$1.03M +$202K +1,721 +24%
CA
490
Continuum Advisory
Idaho
$1.01M -$37.7K -322 -4%
RPCONE
491
Retirement Planning Company of New England
Rhode Island
$1.01M +$71.9K +613 +8%
PTP
492
Platform Technology Partners
New York
$1.01M – – –
PS
493
Planned Solutions
California
$1M -$179K -1,529 -15%
BAM
494
Berkshire Asset Management
Pennsylvania
$1M -$26.4K -225 -3%
SSWM
495
Strait & Sound Wealth Management
California
$1M -$26.8K -235 -3%
AIP
496
ARS Investment Partners
New York
$998K – – –
FCH
497
Freestone Capital Holdings
Washington
$997K +$5.86K +50 +0.6%
RPWA
498
Regent Peak Wealth Advisors
Georgia
$996K +$679K +5,796 +215%
SMFG
499
Sumitomo Mitsui Financial Group
Japan
$990K -$39.6K -338 -4%
PPC
500
Park Place Capital
Alabama
$984K +$15.1K +129 +2%
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