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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 %
BFC
676
Bedel Financial Consulting
Indiana
$515K
RL
677
Rogco LP
Oklahoma
$509K
NFG
678
Nations Financial Group
Iowa
$509K -$16K -132 -3%
JIP
679
Jaffetilchin Investment Partners
Florida
$505K -$17.4K -144 -3%
AMCA
680
Arthur M. Cohen & Associates
Illinois
$504K +$2.54K +21 +0.5%
SWP
681
Strategic Wealth Partners
Ohio
$502K
IWM
682
Integris Wealth Management
California
$500K -$4.23K -35 -0.8%
SAM
683
Secure Asset Management
Michigan
$496K +$167K +1,379 +51%
T
684
TNF
Montana
$494K +$1.02K +8 +0.2%
FA
685
FC Advisory
Pennsylvania
$489K +$2.3K +19 +0.5%
NCM
686
Neumann Capital Management
California
$489K
WIC
687
Woodmont Investment Counsel
Tennessee
$486K +$161K +1,327 +49%
MFS
688
Madrona Financial Services
Washington
$484K +$968 +8 +0.2%
HC
689
Hoese & Co
Minnesota
$484K -$41.1K -330 -8%
NB
690
Nicolet Bankshares
Wisconsin
$479K -$14.2K -117 -3%
OIA
691
Optimum Investment Advisors
Illinois
$478K -$115K -949 -19%
VWWMG
692
Vermillion & White Wealth Management Group
Pennsylvania
$478K
SCM
693
Schnieders Capital Management
California
$478K -$12.1K -100 -2%
1SB
694
1ST Source Bank
Indiana
$478K +$478K +3,948 New
MPW
695
Monterey Private Wealth
California
$475K -$241K -1,990 -34%
BP
696
BBR Partners
New York
$475K -$1.11M -9,210 -70%
ICP
697
Interchange Capital Partners
Pennsylvania
$475K +$54.9K +454 +13%
OCM
698
One Capital Management
California
$473K +$198K +1,637 +72%
PWM
699
Provident Wealth Management
Tennessee
$472K +$472K +3,900 New
SW
700
SkyOak Wealth
Michigan
$469K -$9.44K -78 -2%