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iShares Select Dividend ETF
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Overview Fund Activity

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.

Holders
1,315
Holders Change
+70
Holders Change %
+5.62%
% of All Funds
17.51%
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

Top Buyers

1
MHI
1
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
5
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$881M
3
HNB
3
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
BGDI
5
BW Gestao de Investimentos
Brazil
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
St. Clair Advisors
Ohio
$26.2M 199,847 +1,342 +0.7%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$25M 190,615 +37,350 +24%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$22.9M 174,164 -11,602 -6%
FNBTCON
54
First National Bank & Trust Co of Newtown
Pennsylvania
$22.8M 173,581 -6,691 -4%
BlackRock
55
BlackRock
New York
$22M 167,514 -27,291 -14%
AG
56
AlTi Global
New York
$21.8M 162,406 -1,098 -0.7%
GHAM
57
Gilman Hill Asset Management
Connecticut
$21.2M 161,377 +150,892 +1,439%
VA
58
Valmark Advisers
Ohio
$21M 159,661 -1,563 -1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$21M 159,637 +16,019 +11%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$20.3M 154,426 +16,985 +12%
Cerity Partners
61
Cerity Partners
New York
$19.5M 148,681 +1,309 +0.9%
William Blair & Company
62
William Blair & Company
Illinois
$19.5M 148,558 +90 +0.1%
Franklin Resources
63
Franklin Resources
California
$19M 144,630 -4,505 -3%
CWM
64
Congress Wealth Management
Massachusetts
$18.2M 138,283 +2,954 +2%
KAS
65
Kestra Advisory Services
Texas
$17.4M 132,157 +14,269 +12%
FTWA
66
Fifth Third Wealth Advisors
Ohio
$17M 129,542 -2,580 -2%
ACP
67
Arcus Capital Partners
Georgia
$16.7M 135,195 -19,441 -13%
CIA
68
Capital Investment Advisors
Georgia
$16.6M 126,066 -1,548 -1%
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$16.1M 122,565 -177 -0.1%
CFB
70
Cullen/Frost Bankers
Texas
$14.9M 113,758 +1,271 +1%
NAM
71
NTV Asset Management
West Virginia
$14.7M 112,041 -582 -0.5%
IA
72
IFG Advisors
Missouri
$14.3M 108,916 +942 +0.9%
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.6M 103,610 +3,990 +4%
AAS
74
Avantax Advisory Services
Texas
$13.3M 101,504 +1,252 +1%
Corient Private Wealth
75
Corient Private Wealth
Florida
$13.3M 100,939 -3,523 -3%
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