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iShares Select Dividend ETF
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Overview Fund Activity

1,229 hedge funds and large institutions have $9.37B invested in iShares Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 471 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+82
Holders Change %
+7.15%
% of All Funds
18.02%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.5%
New
145
Increased
330
Reduced
471
Closed
49
Calls
$46.5M
Puts
$28.8M
Net Calls
+$17.7M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$802M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$46.1M
4
HI
Horizon Investments
North Carolina
+$40.5M
5
MHI
Miller Howard Investments
New York
+$24.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$69.4M
3
Wells Fargo
Wells Fargo
California
-$45.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
951
CIBC Asset Management
Ontario, Canada
$240K – – –
LC
952
LCNB Corp
Ohio
$240K – – –
NIM
953
Northeast Investment Management
Massachusetts
$240K – – –
SCA
954
STALEY CAPITAL ADVISERS
Pennsylvania
$239K – – –
FFA
955
First Foundation Advisors
California
$237K -$3.17K -27 -1%
BFO
956
Biltmore Family Office
North Carolina
$237K -$11.7K -100 -5%
NIC
957
Northwest Investment Counselors
Oregon
$236K +$1.06K +9 +0.4%
MWPCG
958
Measured Wealth Private Client Group
New Hampshire
$235K – – –
HZ
959
Hixon Zuercher
Ohio
$235K – – –
FOFP
960
Fee-Only Financial Planning
South Carolina
$234K -$35.2K -300 -13%
BAM
961
Bosun Asset Management
Illinois
$234K – – –
GP
962
Gridiron Partners
Pennsylvania
$234K +$234K +2,000 New
NB
963
NBT Bank
New York
$234K +$234K +1,999 New
SAM
964
Secure Asset Management
Michigan
$232K -$20.2K -172 -8%
SC
965
Sepio Capital
Utah
$232K – – –
SCA
966
Stillwater Capital Advisors
Pennsylvania
$231K – – –
CAI
967
Capital Advisors Inc
Oklahoma
$231K +$586 +5 +0.3%
9WM
968
9258 Wealth Management
Ohio
$230K – – –
SWM
969
Sterling Wealth Management
Illinois
$230K +$230K +1,961 New
TB
970
Treynor Bancshares
Iowa
$229K +$10.4K +89 +5%
IFWM
971
Institute for Wealth Management
Colorado
$229K -$32.8K -280 -13%
IGWM
972
ICA Group Wealth Management
Colorado
$229K -$1.06K -9 -0.5%
GWP
973
Gateway Wealth Partners
Wisconsin
$228K +$228K +1,944 New
CWM
974
Cedar Wealth Management
California
$228K – – –
SWM
975
Silverlake Wealth Management
Vermont
$228K -$96.1K -820 -30%
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39
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