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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
17.55%
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 %
TA
576
TruWealth Advisors
Louisiana
$720K -$17.9K -148 -2%
CNB
577
Camden National Bank
Maine
$717K +$172K +1,425 +32%
LBC
578
Lowe Brockenbrough & Co
Virginia
$712K
SWM
579
Spire Wealth Management
Virginia
$710K +$99.1K +819 +16%
CAG
580
Crestwood Advisors Group
Massachusetts
$709K -$30.2K -250 -4%
CIBC Asset Management
581
CIBC Asset Management
Ontario, Canada
$707K +$459K +3,795 +185%
TYCC
582
Texas Yale Capital Corp
Florida
$701K
SGCA
583
Steel Grove Capital Advisors
Tennessee
$701K -$415K -3,434 -37%
MIM
584
Marco Investment Management
Georgia
$698K -$2.42K -20 -0.3%
PGA
585
Portland Global Advisors
Maine
$696K -$60.5K -500 -8%
CFP
586
Catalyst Financial Partners
Massachusetts
$696K -$229K -1,891 -25%
WDG
587
Wealth Dimensions Group
Ohio
$693K +$18.4K +152 +3%
ML
588
Mayport LLC
Massachusetts
$691K +$363 +3 +0.1%
PAS
589
Park Avenue Securities
New York
$688K -$10.7K -88 -2%
AFO
590
Arrowroot Family Office
California
$686K -$496K -4,103 -42%
ANBT
591
American National Bank & Trust
Texas
$686K
UCB
592
United Community Bank
South Carolina
$684K -$2.42K -20 -0.4%
GPA
593
Guerra Pan Advisors
New Jersey
$682K -$2.78K -23 -0.4%
AWM
594
Avior Wealth Management
Nebraska
$679K -$72.6K -600 -10%
KCM
595
Kanawha Capital Management
Virginia
$679K +$39.2K +324 +6%
PFA
596
Pinnacle Family Advisors
Missouri
$679K -$726 -6 -0.1%
WPW
597
Waldron Private Wealth
Pennsylvania
$678K -$984K -8,134 -59%
DWT
598
Dorsey & Whitney Trust
South Dakota
$675K
PO
599
Private Ocean
California
$674K +$121K +1,000 +22%
ITC
600
Inspire Trust Company
Nevada
$672K