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iShares Select Dividend ETF

1,207 hedge funds and large institutions have $7.99B invested in iShares Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 343 increasing their positions, 470 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
17.55%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.44%
New
66
Increased
343
Reduced
470
Closed
62
Calls
$76.9M
Puts
$25.7M
Net Calls
+$51.1M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
851
Strategic Family Wealth Counselors
New Jersey
$297K -$13.8K -114 -4%
ITIM
852
Indiana Trust & Investment Management
Indiana
$296K +$169K +1,396 +133%
IIC
853
Ironwood Investment Counsel
Arizona
$296K
CA
854
Cornerstone Advisory
Maryland
$293K -$7.26K -60 -2%
RB
855
Rodgers Brothers
Pennsylvania
$293K
JSW
856
Journey Strategic Wealth
New Jersey
$293K +$16.6K +137 +6%
NB
857
Northwest Bancshares
Pennsylvania
$292K +$605 +5 +0.2%
NIC
858
Northwest Investment Counselors
Oregon
$291K +$47.1K +389 +19%
SIA
859
Schechter Investment Advisors
Michigan
$291K
CHA
860
Carmichael Hill & Associates
Maryland
$289K
NFA
861
Northwest Financial Advisors
Virginia
$288K -$98.6K -815 -25%
FBT
862
First Bankers Trust
Kentucky
$286K -$149K -1,235 -34%
AFTS
863
American Financial & Tax Strategies
New York
$286K
SWP
864
Semus Wealth Partners
Florida
$284K -$39.3K -325 -12%
MCC
865
Money Concepts Capital
Florida
$284K -$2.3K -19 -0.8%
EL
866
EMFO LLC
Florida
$284K
BWA
867
BlueChip Wealth Advisors
Georgia
$283K
PCFFS
868
Pacific Center for Financial Services
California
$282K -$16K -132 -5%
CG
869
Clarus Group
Texas
$282K
AFS
870
Access Financial Services
Minnesota
$281K -$12.3K -102 -4%
MDCM
871
Morgan Dempsey Capital Management
Wisconsin
$280K +$280K +2,311 New
CCA
872
Cobblestone Capital Advisors
New York
$279K -$120K -990 -30%
CWM
873
Castle Wealth Management
Florida
$278K
RT
874
Rockland Trust
Massachusetts
$278K +$28.9K +239 +12%
PCMC
875
Private Capital Management (Colorado)
Colorado
$275K -$53.8K -445 -16%