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iShares Select Dividend ETF
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Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
751
Lee, Danner & Bass
Tennessee
$421K – – –
DP
752
Dearborn Partners
Illinois
$421K +$421K +3,588 New
BONH
753
Bank of New Hampshire
New Hampshire
$420K – – –
WWP
754
Waypoint Wealth Partners
California
$420K +$420K +3,585 New
TFA
755
Tranquilli Financial Advisor
New Jersey
$420K +$420K +3,580 New
Financial Engines Advisors
756
Financial Engines Advisors
California
$419K +$24.2K +206 +6%
VNA
757
Valley National Advisers
Pennsylvania
$418K – – –
BWM
758
Birchcreek Wealth Management
Ohio
$417K +$703 +6 +0.2%
OSAM
759
O'Shaughnessy Asset Management
Connecticut
$414K -$234 -2 -0.1%
FA
760
FDx Advisors
Illinois
$414K +$41.1K +351 +11%
MWM
761
Moran Wealth Management
Florida
$412K +$412K +3,518 New
MM
762
Main Management
California
$411K +$11.8K +101 +3%
HCP
763
Hexagon Capital Partners
Arkansas
$411K -$48.6K -415 -11%
LWM
764
LongView Wealth Management
Georgia
$410K +$410K +3,478 New
JWCA
765
J.W. Coons Advisors
Ohio
$409K – – –
IFA
766
Interactive Financial Advisors
Illinois
$409K +$290K +5,380 +243%
CST
767
Charles Schwab Trust
Nevada
$408K -$117 -1 -0%
FHB
768
First Hawaiian Bank
Hawaii
$404K -$386K -3,296 -49%
FG
769
Fiduciary Group
Georgia
$403K – – –
CPSC
770
Carl P. Sherr & Co
Massachusetts
$402K – – –
LA
771
Latitude Advisors
Florida
$400K +$5.04K +43 +1%
LCM
772
LVM Capital Management
Michigan
$397K – – –
NFA
773
Northwest Financial Advisors
Virginia
$395K +$395K +3,368 New
PMG
774
ProVise Management Group
Florida
$394K -$4.69K -40 -1%
IWS
775
Insight Wealth Strategies
California
$392K +$3.87K +33 +1%
29 30
31
32 33