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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 %
WA
601
WealthTrust Axiom
Pennsylvania
$800K
FA
602
Fagan Associates
New York
$798K +$788 +6 +0.1%
CIA
603
Concurrent Investment Advisors
Florida
$797K +$116K +882 +17%
MC
604
Moors & Cabot
Massachusetts
$792K +$13.4K +102 +2%
BW
605
BIP Wealth
Georgia
$791K +$151K +1,151 +24%
DIP
606
DT Investment Partners
Pennsylvania
$788K
TA
607
TruWealth Advisors
Louisiana
$785K +$1.71K +13 +0.2%
HPC
608
HM Payson & Co
Maine
$777K
AG
609
AmeriFlex Group
Nevada
$773K +$773K +5,738 New
LBC
610
Lowe Brockenbrough & Co
Virginia
$773K
AWM
611
Avior Wealth Management
Nebraska
$762K +$26.3K +200 +4%
TYCC
612
Texas Yale Capital Corp
Florida
$761K
RWA
613
River Wealth Advisors
Pennsylvania
$760K -$167K -1,275 -18%
SC
614
SouthState Corp
Florida
$747K -$47.9K -365 -6%
MCM
615
M1 Capital Management
Michigan
$747K +$747K +5,689 New
WPW
616
Waldron Private Wealth
Pennsylvania
$740K
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$738K +$63.9K +474 +9%
QWM
618
Quadcap Wealth Management
Texas
$737K -$39K -297 -5%
ANBT
619
American National Bank & Trust
Texas
$735K -$9.19K -70 -1%
Federated Hermes
620
Federated Hermes
Pennsylvania
$733K +$733K +5,583 New
DWT
621
Dorsey & Whitney Trust
South Dakota
$733K
AIMC
622
Alley Investment Management Company
Illinois
$732K +$1.58K +12 +0.2%
WP
623
WealthPLAN Partners
Nebraska
$731K -$44.4K -338 -6%
MIM
624
Marco Investment Management
Georgia
$730K +$3.15K +24 +0.4%
CWM
625
Cornerstone Wealth Management
Missouri
$724K +$41K +312 +6%