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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 %
WOC
576
West Oak Capital
California
$853K
JWM
577
Jupiter Wealth Management
Colorado
$853K
SMFG
578
Sumitomo Mitsui Financial Group
Japan
$849K -$127K -966 -13%
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$848K -$39.4K -300 -4%
KC
580
Kades & Cheifetz
Pennsylvania
$847K +$14.3K +109 +2%
ITIM
581
Indiana Trust & Investment Management
Indiana
$847K
FPCP
582
Fort Point Capital Partners
California
$844K +$37.9K +289 +5%
WDG
583
Wealth Dimensions Group
Ohio
$843K -$19.8K -151 -2%
CF
584
Claris Financial
Virginia
$840K +$840K +6,397 New
AGC
585
Aspen Grove Capital
Colorado
$838K
DFG
586
Dupree Financial Group
Kentucky
$837K -$57.8K -440 -6%
LNB
587
Ledyard National Bank
$836K -$49.2K -375 -6%
AWM
588
Able Wealth Management
New Jersey
$834K +$131 +1 +0%
PFA
589
Pathway Financial Advisers
Indiana
$829K +$11.8K +90 +1%
CD
590
Chapin Davis
Maryland
$829K
CIA
591
Choate Investment Advisors
Massachusetts
$821K +$57.1K +435 +7%
MFIM
592
Mesirow Financial Investment Management
Illinois
$820K -$33K -251 -4%
FMTC
593
Farmers & Merchants Trust Company
California
$818K
IC
594
Iconiq Capital
California
$816K +$5.51K +42 +0.7%
WAL
595
W Advisors LLC
Tennessee
$815K
AP
596
Appleton Partners
Massachusetts
$812K
TWA
597
Trace Wealth Advisors
California
$804K +$804K +6,124 New
RWS
598
Resolute Wealth Strategies
Mississippi
$804K -$1.58K -12 -0.2%
WF
599
Warner Financial
Maryland
$802K +$1.58K +12 +0.2%
AL
600
Aspiriant LLC
California
$801K