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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 %
CWM
926
ClientFirst Wealth Management
Arkansas
$300K +$300K +2,285 New
AF
927
Affiance Financial
Minnesota
$299K +$299K +2,275 New
OCM
928
One Capital Management
California
$298K -$82.1K -625 -22%
HWA
929
Heritage Wealth Advisors
Virginia
$297K
PVI
930
Pine Valley Investments
New Jersey
$296K -$44.1K -336 -13%
HH
931
HWG Holdings
Texas
$295K
GS
932
GWN Securities
Florida
$294K +$294K +2,239 New
CAC
933
Certified Advisory Corp
Florida
$294K
CIAS
934
Capital Investment Advisory Services
North Carolina
$294K +$131 +1 +0%
AWG
935
Altus Wealth Group
Colorado
$294K
CCT
936
Capital City Trust
Florida
$292K
DAS
937
Dynamic Advisor Solutions
Arizona
$292K -$504K -3,841 -63%
PCWA
938
Pacific Capital Wealth Advisors
California
$290K
WCF
939
West Coast Financial
California
$288K -$7.75K -59 -3%
ACM
940
Allred Capital Management
Texas
$288K -$9.58K -73 -3%
CICC
941
Capital Investment Counsel (Colorado)
Colorado
$288K
ACP
942
Aveo Capital Partners
Colorado
$287K -$36.9K -281 -11%
AIFAIM
943
American Institute for Advanced Investment Management
Arizona
$286K -$9.85K -75 -3%
CMP
944
Courage Miller Partners
Virginia
$286K -$394 -3 -0.1%
FHB
945
First Hawaiian Bank
Hawaii
$285K
AW
946
Avion Wealth
Texas
$285K
CWM
947
C2C Wealth Management
Arizona
$282K -$39.4K -300 -12%
UB
948
UMB Bank
Missouri
$282K
PCFFS
949
Pacific Center for Financial Services
California
$282K -$26.4K -201 -9%
CWM
950
Castle Wealth Management
Florida
$281K -$20.7K -158 -7%