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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 %
Allspring Global Investments
1001
Allspring Global Investments
North Carolina
$213K +$209K +1,782 +5,241%
SWM
1002
Soundmark Wealth Management
Washington
$211K +$211K +1,800 New
KAS
1003
KPP Advisory Services
Kentucky
$211K -$20.3K -173 -9%
LFA
1004
Lauterbach Financial Advisors
Texas
$210K +$210K +1,790 New
AA
1005
Advisory Alpha
Michigan
$209K +$209K +1,783 New
TTWM
1006
TCV Trust & Wealth Management
Virginia
$208K +$208K +1,771 New
AIM
1007
Anchor Investment Management
South Carolina
$207K -$8.09K -69 -4%
CCM
1008
Carderock Capital Management
Maryland
$207K +$207K +1,766 New
SIG
1009
Sargent Investment Group
Maryland
$207K -$82.1K -700 -28%
OCM
1010
Objective Capital Management
Ohio
$206K +$206K +1,760 New
CT
1011
Columbia Trust
Oregon
$205K +$205K +1,750 New
WA
1012
Waverly Advisors
Alabama
$205K +$205K +1,748 New
VC
1013
Vicus Capital
Pennsylvania
$205K -$104K -884 -34%
CIG
1014
Cairn Investment Group
Washington
$204K +$204K +1,742 New
CAM
1015
Crestone Asset Management
Colorado
$204K -$113K -963 -36%
MIM
1016
Moseley Investment Management
Florida
$204K -$82.1K -700 -29%
CTA
1017
Colonial Trust Advisors
South Carolina
$204K +$234 +2 +0.1%
LWM
1018
LJI Wealth Management
Indiana
$204K +$204K +1,737 New
M
1019
MOTCO
Texas
$203K – – –
H
1020
HoyleCohen
California
$203K +$203K +1,734 New
MCM
1021
Morton Capital Management
California
$203K +$203K +1,731 New
PFA
1022
Pettinga Financial Advisors
Indiana
$202K +$202K +1,725 New
LWM
1023
Ledge Wealth Management
Minnesota
$202K +$202K +1,725 New
AAS
1024
Annex Advisory Services
Wisconsin
$201K +$201K +1,714 New
NSAM
1025
North Star Asset Management
Wisconsin
$200K +$200K +1,710 New
39 40
41
42 43