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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 %
ZB
776
Zions Bancorporation
Utah
$445K
BC
777
Barrett & Company
Rhode Island
$445K +$2.89K +22 +0.7%
CFGW
778
Chancellor Financial Group WB
Pennsylvania
$444K +$444K +3,382 New
PWM
779
Paulson Wealth Management
Illinois
$441K -$205K -1,558 -32%
IWS
780
Insight Wealth Strategies
California
$440K +$3.15K +24 +0.7%
JSW
781
Journey Strategic Wealth
New Jersey
$439K +$99K +754 +29%
GIM
782
Grassi Investment Management
California
$436K +$1.18K +9 +0.3%
HI
783
Horizon Investments
North Carolina
$434K +$433K +3,301 +82,525%
AF
784
Alerus Financial
North Dakota
$434K
SCM
785
Sage Capital Management
New Jersey
$433K +$3.94K +30 +0.9%
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$432K
CA
787
Cambridge Advisors
Nebraska
$432K
AFG
788
ABLE Financial Group
Arizona
$430K +$1.84K +14 +0.4%
HC
789
Hoese & Co
Minnesota
$430K
RDFA
790
Ritter Daniher Financial Advisory
Ohio
$427K
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$427K
PA
792
Procyon Advisors
Connecticut
$425K +$49.1K +374 +13%
SAI
793
Savvy Advisors Inc
New York
$423K +$423K +3,221 New
SGCA
794
Steel Grove Capital Advisors
Tennessee
$423K -$304K -2,319 -42%
AFG
795
Atomi Financial Group
New York
$421K -$22.4K -171 -5%
PMG
796
ProVise Management Group
Florida
$419K
SW
797
SlateStone Wealth
Florida
$419K -$19.8K -151 -5%
ACA
798
Aspire Capital Advisors
Washington
$418K
CWC
799
Carolinas Wealth Consulting
North Carolina
$416K -$18.4K -140 -4%
AI
800
Accredited Investors
Minnesota
$412K +$112K +853 +37%