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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
17.51%
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 %
PK
826
Pflug Koory
Nebraska
$382K +$131 +1 +0%
AIA
827
Armor Investment Advisors
North Carolina
$382K -$17.2K -131 -4%
PIA
828
Perennial Investment Advisors
California
$382K +$145K +1,106 +61%
SSB
829
Sandy Spring Bank
Maryland
$381K +$656 +5 +0.2%
AA
830
AF Advisors
California
$380K -$12.3K -94 -3%
RMDI
831
R.M. Davis Inc
Maine
$378K -$15.5K -118 -4%
FCM
832
Fogel Capital Management
Florida
$377K
CMS
833
Capital Market Strategies
Florida
$376K
SAW
834
Signal Advisors Wealth
Michigan
$376K -$60.7K -462 -14%
Bessemer Group
835
Bessemer Group
New Jersey
$375K +$86.2K +658 +30%
VIP
836
Vantage Investment Partners
Missouri
$374K
HNWA
837
Henrickson Nauta Wealth Advisors
Michigan
$373K -$9.85K -75 -3%
SCA
838
Sage Capital Advisors
South Dakota
$373K +$3.81K +29 +1%
OWP
839
Obermeyer Wealth Partners
Colorado
$372K +$1.97K +15 +0.5%
BMCM
840
Bryn Mawr Capital Management
Pennsylvania
$371K
SIMG
841
Sonora Investment Management Group
Arizona
$369K
DFS
842
Dixon Fnancial Services
California
$368K
PWM
843
PMG Wealth Management
Illinois
$368K +$368K +2,802 New
YP
844
YANKCOM Partnership
South Dakota
$368K +$368K +2,800 New
MG
845
Mather Group
Illinois
$367K +$3.94K +30 +1%
PWM
846
PBMares Wealth Management
Virginia
$367K +$4.07K +31 +1%
ODG
847
O'Dell Group
Ohio
$366K -$10.5K -80 -3%
RWM
848
Ritholtz Wealth Management
New York
$363K +$11.3K +86 +3%
TPA
849
Trivium Point Advisory
Connecticut
$363K +$36.6K +279 +11%
ST
850
Sentinel Trust
Texas
$362K