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iShares Select Dividend ETF

1,245 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+38
Holders Change %
+3.15%
% of All Funds
18.01%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
98
Increased
394
Reduced
423
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
826
Orleans Capital Management
Louisiana
$358K
BBA
827
BLB&B Advisors
Pennsylvania
$357K +$8.1K +60 +2%
CFS
828
Commonwealth Financial Services
West Virginia
$356K
PTC
829
Philadelphia Trust Company
Pennsylvania
$356K -$10.8K -80 -3%
AI
830
Atria Investments
North Carolina
$355K -$1.61M -11,900 -82%
PMFA
831
Plante Moran Financial Advisors
Michigan
$354K +$13.5K +100 +4%
SIA
832
Soltis Investment Advisors
Utah
$354K -$20K -148 -5%
PFM
833
Phillips Financial Management
Indiana
$350K -$67.4K -499 -16%
CA
834
Calton & Associates
Florida
$350K +$88.6K +656 +34%
PVI
835
Pine Valley Investments
New Jersey
$350K -$7.97K -59 -2%
JSW
836
Journey Strategic Wealth
New Jersey
$350K +$22.6K +167 +7%
CWM
837
Connecticut Wealth Management
Connecticut
$349K
G
838
Gainplan
Michigan
$347K
GWS
839
Glassman Wealth Services
Virginia
$347K
AFTS
840
American Financial & Tax Strategies
New York
$345K +$25.3K +187 +8%
CFIA
841
Cantor Fitzgerald Investment Advisors
New York
$344K +$344K +2,548 New
TPA
842
Trivium Point Advisory
Connecticut
$343K +$41.9K +303 +14%
RWB
843
RMR Wealth Builders
New Jersey
$343K +$675 +5 +0.2%
CSIC
844
Clifford Swan Investment Counsel
California
$342K
FHC
845
First Heartland Consultants
Missouri
$341K +$8.24K +61 +2%
MAM
846
Mystic Asset Management
Rhode Island
$339K -$5.4K -40 -2%
MAM
847
Marquette Asset Management
Minnesota
$339K
MCM
848
Mengis Capital Management
Oregon
$338K
PCM
849
Passive Capital Management
Maryland
$338K
UBV
850
United Bank (Virginia)
Virginia
$338K