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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 %
MSWM
676
Mowery & Schoenfeld Wealth Management
Illinois
$597K
SWM
677
Spire Wealth Management
Virginia
$596K -$157K -1,197 -21%
HWA
678
Heartwood Wealth Advisors
Virginia
$594K
CWM
679
Cahaba Wealth Management
Georgia
$592K +$4.2K +32 +0.7%
SW
680
SkyOak Wealth
Michigan
$592K
CF
681
Centaurus Financial
California
$591K -$41.5K -316 -7%
DP
682
Dearborn Partners
Illinois
$588K -$1.31K -10 -0.2%
CFP
683
Catalyst Financial Partners
Massachusetts
$587K -$137K -1,045 -19%
AFO
684
Arrowroot Family Office
California
$586K -$35.2K -268 -6%
EWA
685
Exencial Wealth Advisors
Oklahoma
$585K +$6.96K +53 +1%
FWM
686
Fonville Wealth Management
Virginia
$585K -$23.1K -176 -4%
C
687
Certuity
Florida
$579K -$54.8K -417 -9%
SFS
688
Summit Financial Strategies
Ohio
$577K
MWM
689
MGB Wealth Management
Texas
$576K
SWM
690
Selective Wealth Management
Virginia
$574K +$3.28K +25 +0.6%
NEPWA
691
New England Private Wealth Advisors
Massachusetts
$573K +$67.7K +516 +13%
CNB
692
Camden National Bank
Maine
$572K -$108K -822 -16%
HAIM
693
Hunter Associates Investment Management
Pennsylvania
$572K -$16.4K -125 -3%
KWM
694
Kingsview Wealth Management
Oregon
$571K -$591K -4,500 -51%
BCM
695
BluePointe Capital Management
California
$570K -$55.1K -420 -9%
OFG
696
Oxford Financial Group
Indiana
$570K
CCMG
697
Clark Capital Management Group
Pennsylvania
$566K -$228K -1,740 -29%
WCG
698
Weaver Consulting Group
California
$564K -$6.96K -53 -1%
APA
699
Astoria Portfolio Advisors
New York
$563K +$563K +4,291 New
MPI
700
Mairs & Power Inc
Minnesota
$562K