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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
17.56%
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 %
LA
951
Legacy Advisors
Pennsylvania
$233K
DCM
952
Dudley Capital Management
Virginia
$230K
IFA
953
Interactive Financial Advisors
Illinois
$230K +$726 +6 +0.3%
VHAM
954
Van Hulzen Asset Management
California
$229K -$24.2K -200 -10%
LFA
955
Lauterbach Financial Advisors
Texas
$228K
SEP
956
Southland Equity Partners
Missouri
$228K -$168K -1,391 -42%
AFG
957
Allegheny Financial Group
Pennsylvania
$228K +$228K +1,887 New
NLP
958
Next Level Private
New York
$228K
SWM
959
Segment Wealth Management
Texas
$227K
CT
960
Colonial Trust
South Carolina
$227K
HL
961
HeadInvest LLC
Maine
$226K
BFA
962
Benedict Financial Advisors
Georgia
$225K +$5.69K +47 +3%
FA
963
Fermata Advisors
California
$224K -$4.77M -39,460 -96%
AGWCA
964
Annis Gardner Whiting Capital Advisors
Florida
$224K -$52K -430 -19%
EP
965
Edgestream Partners
New Jersey
$223K +$223K +1,846 New
RIL
966
Rothschild Investment LLC
Illinois
$223K
SIAM
967
Sterling Investment Advisors (Missouri)
Missouri
$223K +$847 +7 +0.4%
SWMG
968
Sard Wealth Management Group
Georgia
$222K -$5.21M -43,059 -96%
AFA
969
American Financial Advisors
Georgia
$221K +$242 +2 +0.1%
AI
970
Accredited Investors
Minnesota
$221K
KAS
971
KPP Advisory Services
Kentucky
$221K
CICI
972
Capital Investment Counsel Inc
North Carolina
$218K +$24.8K +205 +13%
CTA
973
Colonial Trust Advisors
South Carolina
$216K +$6.17K +51 +3%
FFA
974
First Foundation Advisors
California
$216K -$29.5K -244 -12%
M
975
MOTCO
Texas
$215K