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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 %
ANHIM
951
Alan N. Hoffman Investment Management
Massachusetts
$280K
TW
952
TrinityPoint Wealth
Connecticut
$280K
FWTB
953
First Western Trust Bank
Colorado
$278K
AAM
954
Augustine Asset Management
Florida
$278K +$2.76K +21 +1%
IAMOG
955
Investors Asset Management of Georgia
Georgia
$277K -$23K -175 -8%
CA
956
Calton & Associates
Florida
$276K -$64.2K -489 -19%
LA
957
Lane & Associates
New Jersey
$275K -$57.7K -428 -17%
SIC
958
Sigma Investment Counselors
Michigan
$274K
KFC
959
Klingenstein Fields & Co
New York
$274K
AWE
960
Avidian Wealth Enterprises
Texas
$274K +$394 +3 +0.1%
APP
961
Avantax Planning Partners
Iowa
$273K -$36.5K -278 -12%
Russell Investments Group
962
Russell Investments Group
United Kingdom
$273K +$205K +1,563 +301%
IA
963
Insight Advisors
Pennsylvania
$272K +$1.18K +9 +0.4%
PCMC
964
Private Capital Management (Colorado)
Colorado
$270K -$6.57K -50 -2%
FAB
965
First American Bank
Illinois
$269K
CIBC Asset Management
966
CIBC Asset Management
Ontario, Canada
$269K
NIM
967
Northeast Investment Management
Massachusetts
$269K
SCA
968
STALEY CAPITAL ADVISERS
Pennsylvania
$268K
CAI
969
Capital Advisors Inc
Oklahoma
$268K +$656 +5 +0.2%
SPF
970
South Plains Financial
Texas
$268K +$268K +2,038 New
MWPCG
971
Measured Wealth Private Client Group
New Hampshire
$267K +$3.55K +27 +1%
CPW
972
Cove Private Wealth
New York
$267K +$267K +2,030 New
MA
973
Montag & Associates
Georgia
$266K -$154K -1,171 -37%
SFG
974
SNS Financial Group
Minnesota
$265K +$1.18K +9 +0.4%
PWA
975
Provenance Wealth Advisors
Florida
$264K