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iShares Select Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
551
Patten & Patten
Tennessee
$956K -$12.9K -98 -1%
GPA
552
Guerra Pan Advisors
New Jersey
$955K +$194K +1,474 +25%
AWM
553
Apollon Wealth Management
South Carolina
$947K +$92.7K +706 +11%
NLP
554
Next Level Private
New York
$937K +$6.96K +53 +0.7%
KPWS
555
Kestra Private Wealth Services
Texas
$933K -$47.8K -364 -5%
RBFC
556
Roman Butler Fullerton & Co
Missouri
$931K – – –
IB
557
Intrust Bank
Kansas
$928K -$304K -2,316 -25%
CW
558
Code Waechter
Florida
$925K – – –
AWM
559
Aprio Wealth Management
Georgia
$923K – – –
RCA
560
Resonant Capital Advisors
Wisconsin
$919K – – –
AWM
561
Axxcess Wealth Management
California
$914K -$197K -1,498 -18%
VCM
562
Virtue Capital Management
Tennessee
$914K -$94.8K -722 -9%
HA
563
Helium Advisors
Washington
$913K +$913K +6,953 New
CAAS
564
Capital Asset Advisory Services
Michigan
$913K -$6.86K -52 -0.7%
TNB
565
Thomasville National Bank
Georgia
$912K -$52.5K -400 -5%
SW
566
Simplicity Wealth
New Jersey
$906K +$59.1K +450 +7%
LWM
567
Lakeridge Wealth Management
Ohio
$900K – – –
CFO
568
CVA Family Office
Colorado
$899K -$17.9K -136 -2%
YIH
569
Y-Intercept (HK)
Hong Kong
$897K +$897K +6,833 New
RPGK
570
Retirement Planning Group (Kansas)
Kansas
$888K -$9.58K -73 -1%
LWL
571
Leo Wealth LLC
Texas
$886K +$4.33K +33 +0.5%
SSWM
572
Strait & Sound Wealth Management
California
$875K -$39.4K -300 -4%
BFS
573
Bradley Foster & Sargent
Connecticut
$874K +$40K +305 +5%
CGPCS
574
Capital Group Private Client Services
California
$867K -$263 -2 -0%
ST
575
Sageworth Trust
Pennsylvania
$860K -$919 -7 -0.1%
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