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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 %
TA
776
TrueWealth Advisors
Alabama
$363K
RMDI
777
R.M. Davis Inc
Maine
$363K -$19.4K -160 -5%
AA
778
AF Advisors
California
$361K -$37.5K -310 -9%
TWM
779
Thrive Wealth Management
Pennsylvania
$359K +$5.08K +42 +1%
NAMP
780
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$358K
ODG
781
O'Dell Group
Ohio
$356K
FHB
782
First Hawaiian Bank
Hawaii
$356K -$61.2K -506 -15%
TCOV
783
Trust Company of Vermont
Vermont
$356K
HNWA
784
Henrickson Nauta Wealth Advisors
Michigan
$353K +$102K +841 +41%
SSB
785
Sandy Spring Bank
Maryland
$351K -$21.2K -175 -6%
AIA
786
Arbor Investment Advisors
North Carolina
$349K
FCM
787
Fogel Capital Management
Florida
$347K
G
788
Gainplan
Michigan
$347K +$28.3K +234 +9%
CMS
789
Capital Market Strategies
Florida
$347K -$41.1K -340 -11%
WPC
790
Wedmont Private Capital
Pennsylvania
$347K
PA
791
Procyon Advisors
Connecticut
$346K
SIMG
792
Sonora Investment Management Group
Arizona
$346K
VIP
793
Vantage Investment Partners
Missouri
$344K -$147K -1,214 -30%
AWG
794
Altus Wealth Group
Colorado
$343K -$6.41K -53 -2%
BMCM
795
Bryn Mawr Capital Management
Pennsylvania
$342K
OWP
796
Obermeyer Wealth Partners
Colorado
$341K -$5.44K -45 -2%
DFS
797
Dixon Fnancial Services
California
$339K -$3.03K -25 -0.9%
EWM
798
Empirical Wealth Management
Washington
$338K +$9.07K +75 +3%
KWAG
799
Kiely Wealth Advisory Group
North Carolina
$338K -$1.77K -14 -0.5%
CWP
800
CFM Wealth Partners
Texas
$337K