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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 %
VWM
651
Venturi Wealth Management
Texas
$665K -$2.1K -16 -0.3%
LPAM
652
Lodestar Private Asset Management
California
$664K +$2.76K +21 +0.4%
TAM
653
TCP Asset Management
Ohio
$663K +$1.05K +8 +0.2%
JHCP
654
Jackson Hole Capital Partners
Oklahoma
$662K
GI
655
GAMCO Investors
Connecticut
$656K
GSB
656
Greenfield Savings Bank
Massachusetts
$656K -$22.5K -171 -3%
BFC
657
Bedel Financial Consulting
Indiana
$653K
EWM
658
Evermay Wealth Management
Virginia
$652K -$6.57K -50 -1%
LIA
659
LS Investment Advisors
Michigan
$649K
CA
660
CapWealth Advisors
Tennessee
$641K -$24.4K -186 -4%
AFP
661
Ausdal Financial Partners
Iowa
$638K +$111K +844 +21%
BBHC
662
Brown Brothers Harriman & Co
New York
$633K
WAM
663
Weatherly Asset Management
California
$632K
MBT
664
Montecito Bank & Trust
California
$631K -$4.86K -37 -0.8%
WA
665
Wambolt & Associates
Colorado
$630K -$66.3K -505 -10%
CAG
666
Crestwood Advisors Group
Massachusetts
$626K -$11.8K -90 -2%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$624K
PGA
668
Portland Global Advisors
Maine
$624K -$7.22K -55 -1%
IRC
669
Investors Research Corp
Georgia
$623K -$17.9K -136 -3%
GVAG
670
Great Valley Advisor Group
Delaware
$623K -$18.9K -144 -3%
SWA
671
Strategies Wealth Advisors
Michigan
$617K +$6.18K +46 +1%
FFW
672
Fusion Family Wealth
New York
$612K +$12.9K +98 +2%
KWS
673
Keystone Wealth Services
California
$611K -$919 -7 -0.2%
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$598K -$81K -617 -12%
AMCA
675
Arthur M. Cohen & Associates
Illinois
$597K -$49K -373 -8%