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iShares Select Dividend ETF

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
826
CoreFirst Bank & Trust
Kansas
$336K
OCM
827
Orion Capital Management
California
$336K
GCP
828
GSA Capital Partners
United Kingdom
$335K -$2.4M -19,488 -88%
EWM
829
Empirical Wealth Management
Washington
$335K -$108K -876 -24%
PCMC
830
Private Capital Management (Colorado)
Colorado
$335K -$11.6K -94 -3%
SAM
831
Secure Asset Management
Michigan
$335K +$91K +739 +37%
CWM
832
Connecticut Wealth Management
Connecticut
$333K
HFS
833
Hantz Financial Services
Michigan
$333K +$862 +7 +0.3%
CFS
834
Commonwealth Financial Services
West Virginia
$333K
FWM
835
FSA Wealth Management
Massachusetts
$333K -$8.5K -69 -2%
PTC
836
Philadelphia Trust Company
Pennsylvania
$332K -$20.3K -165 -6%
RB
837
Renasant Bank
Mississippi
$332K
VNA
838
Valley National Advisers
Pennsylvania
$331K -$107K -875 -25%
WIC
839
Woodmont Investment Counsel
Tennessee
$331K -$2.96K -24 -0.9%
BSW
840
Buckingham Strategic Wealth
Missouri
$330K -$8.13K -66 -2%
LWM
841
LongView Wealth Management
Georgia
$329K -$99.1K -804 -23%
SWP
842
Semus Wealth Partners
Florida
$329K -$14K -114 -4%
DLHL
843
Donald L. Hagan LLC
Florida
$329K
CTWM
844
Cherry Tree Wealth Management
Minnesota
$328K
SNBOSCI
845
Security National Bank of Sioux City Iowa
Iowa
$327K
SW
846
SlateStone Wealth
Florida
$327K +$97.8K +793 +43%
CPA
847
Cardiff Park Advisors
California
$327K -$38.3K -311 -10%
OCM
848
Orleans Capital Management
Louisiana
$326K
PFGIA
849
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$12.4K +101 +4%
KWAG
850
Kiely Wealth Advisory Group
North Carolina
$325K