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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.

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

Top Buyers

1
MHI
Miller Howard Investments
New York
+$51.6M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.3M
5
Charles Schwab
Charles Schwab
California
+$32.4M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$569M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$44.6M
3
HNB
Huntington National Bank
Ohio
-$32.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$13.5M
5
BGDI
BW Gestao de Investimentos
Brazil
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
801
Parsons Capital Management
Rhode Island
$412K -$11.3K -86 -3%
NG
802
Northstar Group
New York
$410K – – –
HCM
803
Highview Capital Management
Illinois
$409K -$68.3K -520 -14%
TCOV
804
Trust Company of Vermont
Vermont
$408K +$263 +2 +0.1%
SA
805
Sovran Advisors
California
$408K +$408K +3,110 New
PAM
806
Palisade Asset Management
Minnesota
$407K -$7.48K -57 -2%
VCM
807
Vision Capital Management
Oregon
$407K +$6.57K +50 +2%
CWM
808
Centricity Wealth Management
Ohio
$407K +$407K +3,097 New
TCM
809
Twele Capital Management
Minnesota
$404K -$15.1K -115 -4%
JPWM
810
Jamison Private Wealth Management
Georgia
$404K +$525 +4 +0.1%
FFWM
811
Future Financial Wealth Management
Ohio
$402K – – –
CWA
812
Continuum Wealth Advisors
New York
$402K – – –
LHC
813
Little House Capital
Massachusetts
$400K +$400K +3,049 New
TWM
814
Thrive Wealth Management
Pennsylvania
$398K +$3.94K +30 +1%
ST
815
Sabal Trust
Florida
$396K -$17.1K -130 -4%
MAWA
816
Moss Adams Wealth Advisors
Washington
$396K +$99.8K +760 +34%
ESB
817
Essex Savings Bank
Connecticut
$395K -$9.72K -74 -2%
G
818
Gainplan
Michigan
$395K +$17.9K +136 +5%
AFO
819
Allie Family Office
Florida
$394K – – –
TA
820
TrueWealth Advisors
Alabama
$394K – – –
NAMP
821
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$389K – – –
WPC
822
Waters Parkerson & Co
Louisiana
$389K +$131K +1,000 +51%
SFS
823
Stiles Financial Services
Minnesota
$388K -$25.1K -191 -6%
BOJHT
824
Bank of Jackson Hole Trust
Wyoming
$384K +$384K +2,925 New
BWG
825
Balanced Wealth Group
Ohio
$383K +$3.77K +28 +1%
31 32
33
34 35