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iShares Select Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$93.5M
2
ETC
Exchange Traded Concepts
Oklahoma
$42.1M
3
MHI
Miller Howard Investments
New York
$38.1M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$25.6M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
$16M

Top Sellers

1
Jane Street
Jane Street
New York
$1.28M
2
NAM
Nissay Asset Management
Japan
$0
3
OAC
OMERS Administration Corp
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$986M
5
HNB
Huntington National Bank
Ohio
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LT
501
Legacy Trust
Michigan
$929K +$175K +1,450 +23%
AF
502
Apollon Financial
South Carolina
$920K -$48.4K -400 -5%
OAS
503
Optivise Advisory Services
Tennessee
$916K +$916K +7,571 New
PP
504
Patten & Patten
Tennessee
$915K -$15.8K -131 -2%
SMFG
505
Sumitomo Mitsui Financial Group
Japan
$912K -$42.5K -351 -4%
KPWS
506
Kestra Private Wealth Services
Texas
$907K -$134K -1,105 -13%
PPC
507
Park Place Capital
Alabama
$906K -$109K -903 -11%
WI
508
Wintrust Investments
Illinois
$905K +$19.7K +163 +2%
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$894K – – –
WFA
510
Wellspring Financial Advisors
Ohio
$894K – – –
AWM
511
Axxcess Wealth Management
California
$892K -$1.82K -15 -0.2%
LNB
512
Ledyard National Bank
$890K -$24.4K -202 -3%
CAAS
513
Capital Asset Advisory Services
Michigan
$888K -$1.81K -15 -0.2%
SSWM
514
Sheets Smith Wealth Management
North Carolina
$886K -$11.4K -94 -1%
IWN
515
Independent Wealth Network
Iowa
$885K -$42.5K -351 -5%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$882K +$103K +856 +13%
CIA
517
Choate Investment Advisors
Massachusetts
$882K +$147K +1,217 +20%
GAM
518
Gould Asset Management
California
$877K -$29.6K -245 -3%
PWW
519
Pettyjohn Wood & White
Virginia
$872K +$669K +5,530 +330%
RSWM
520
Robertson Stephens Wealth Management
California
$865K -$2.24M -18,512 -72%
Two Sigma Investments
521
Two Sigma Investments
New York
$860K -$2.77M -22,900 -76%
CGPCS
522
Capital Group Private Client Services
California
$860K -$1.69K -14 -0.2%
RWA
523
River Wealth Advisors
Pennsylvania
$854K -$304K -2,510 -26%
OHWP
524
Oak Harbor Wealth Partners
North Carolina
$854K +$121 +1 +0%
TCMP
525
Thrive Capital Management (Pennsylvania)
Pennsylvania
$854K +$854K +7,058 New
19 20
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