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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
17.55%
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

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.4M
2
ETC
Exchange Traded Concepts
Oklahoma
+$42.1M
3
MHI
Miller Howard Investments
New York
+$30.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$10.8M
5
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$8M

Top Sellers

1
Jane Street
Jane Street
New York
-$73.4M
2
NAM
Nissay Asset Management
Japan
-$73.1M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$44.2M
4
Bank of America
Bank of America
North Carolina
-$34.9M
5
HNB
Huntington National Bank
Ohio
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
651
First Manhattan
New York
$561K +$65.3K +540 +13%
EWA
652
Exencial Wealth Advisors
Oklahoma
$561K -$83.8K -693 -13%
GVAG
653
Great Valley Advisor Group
Delaware
$559K +$6.17K +51 +1%
BNP Paribas Financial Markets
654
BNP Paribas Financial Markets
France
$558K -$5.52M -45,598 -91%
FFW
655
Fusion Family Wealth
New York
$552K +$7.02K +58 +1%
MSWM
656
Mowery & Schoenfeld Wealth Management
Illinois
$550K – – –
HWA
657
Heartwood Wealth Advisors
Virginia
$547K – – –
GCM
658
G2 Capital Management
Ohio
$546K – – –
SWA
659
Strategies Wealth Advisors
Michigan
$543K +$4.23K +35 +0.8%
NEPWA
660
New England Private Wealth Advisors
Massachusetts
$539K -$90.9K -751 -14%
HAIM
661
Hunter Associates Investment Management
Pennsylvania
$538K -$52.2K -434 -9%
CWM
662
Cahaba Wealth Management
Georgia
$537K -$12K -99 -2%
SFS
663
Stiles Financial Services
Minnesota
$536K +$84.5K +698 +19%
CST
664
Charles Schwab Trust
Nevada
$536K -$108K -890 -17%
SFS
665
Summit Financial Strategies
Ohio
$531K – – –
DP
666
Dearborn Partners
Illinois
$530K +$82.1K +679 +18%
AQR Capital Management
667
AQR Capital Management
Connecticut
$529K – – –
WCG
668
Weaver Consulting Group
California
$526K – – –
OFG
669
Oxford Financial Group
Indiana
$525K – – –
TCWM
670
Total Clarity Wealth Management
Illinois
$525K -$36.5K -302 -7%
LA
671
LexAurum Advisors
Kansas
$524K +$847 +7 +0.2%
SWM
672
Selective Wealth Management
Virginia
$521K +$2.29K +19 +0.4%
PVAMC
673
PPS&V Asset Management Consultants
Michigan
$517K -$143K -1,183 -22%
TA
674
TFB Advisors
Kansas
$516K +$102K +840 +25%
FG
675
Fiduciary Group
Georgia
$516K – – –
25 26
27
28 29