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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 %
CWM
1001
Chemistry Wealth Management
New York
$204K
GAG
1002
GM Advisory Group
New York
$203K +$203K +1,680 New
HFS
1003
Heritage Financial Services
Massachusetts
$203K
CA
1004
Carson Advisory
Georgia
$203K
FF
1005
Francis Financial
$203K
MC
1006
Middleton & Co
Massachusetts
$203K +$203K +1,675 New
KA
1007
Kovack Advisors
Florida
$202K -$23.2K -192 -10%
D
1008
Dentgroup
Louisiana
$202K -$6.53K -54 -3%
TW
1009
TritonPoint Wealth
Maryland
$202K +$202K +1,669 New
ACIM
1010
Azimuth Capital Investment Management
Michigan
$202K
UAS
1011
United Asset Strategies
New York
$201K
GGI
1012
Godsey & Gibb Inc
Virginia
$201K +$201K +1,665 New
TCWA
1013
Turtle Creek Wealth Advisors
Texas
$201K +$84.7K +700 +73%
S
1014
SignatureFD
Georgia
$198K -$13.3K -110 -6%
HWP
1015
Highline Wealth Partners
California
$180K
AA
1016
Ancora Advisors
Ohio
$178K
EW
1017
Element Wealth
Mississippi
$173K +$3.87K +32 +2%
MFT
1018
Moisand Fitzgerald Tamayo
Florida
$169K
WFS
1019
Widmann Financial Services
Maryland
$167K +$167K +1,378 New
ATC
1020
Adirondack Trust Company
New York
$157K
AF
1021
Advisornet Financial
Minnesota
$157K +$7.74K +64 +5%
TIM
1022
Tortoise Investment Management
New York
$155K +$22.6K +187 +17%
LFG
1023
Larson Financial Group
Missouri
$155K +$136K +1,126 +713%
CWM
1024
Cranbrook Wealth Management
Michigan
$155K
NL
1025
NVWM LLC
Pennsylvania
$153K