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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 %
Neuberger Berman Group
1001
Neuberger Berman Group
New York
$251K -$15K -114 -6%
MF
1002
Manuka Financial
Virginia
$251K +$251K +1,915 New
OW
1003
Olistico Wealth
Oklahoma
$251K +$158K +1,200 +168%
GWP
1004
Gateway Wealth Partners
Wisconsin
$251K +$18.8K +143 +8%
ZIM
1005
Zacks Investment Management
Illinois
$250K -$5.38K -41 -2%
KWAG
1006
Kiely Wealth Advisory Group
North Carolina
$250K -$102K -760 -29%
SWP
1007
Semus Wealth Partners
Florida
$250K -$12.5K -95 -5%
MWM
1008
Melfa Wealth Management
Massachusetts
$249K -$26.3K -200 -10%
DCM
1009
Dudley Capital Management
Virginia
$249K
MCWS
1010
McKinley Carter Wealth Services
West Virginia
$249K +$8.4K +64 +3%
BA
1011
Bristlecone Advisors
Washington
$248K -$33.5K -255 -12%
VNA
1012
Valley National Advisers
Pennsylvania
$248K -$6.56K -50 -3%
COCM
1013
Charter Oak Capital Management
New Hampshire
$247K +$32.7K +249 +15%
VC
1014
Vicus Capital
Pennsylvania
$247K -$12.9K -98 -5%
AC
1015
Apella Capital
Connecticut
$247K +$247K +1,879 New
DJSG
1016
D.J. St. Germain
Massachusetts
$246K +$7.48K +57 +3%
HBT
1017
Hills Bank & Trust
Iowa
$246K
HL
1018
HeadInvest LLC
Maine
$246K
SEP
1019
Southland Equity Partners
Missouri
$245K -$16.9K -129 -6%
FBT
1020
First Bankers Trust
Kentucky
$245K -$13.1K -100 -5%
SCM
1021
Sunbeam Capital Management
Georgia
$245K +$245K +1,865 New
GKWIM
1022
Gerber Kawasaki Wealth & Investment Management
California
$244K +$17.1K +130 +8%
WCP
1023
Wealthcare Capital Partners
Pennsylvania
$244K +$244K +1,856 New
ACM
1024
Advisors Capital Management
New Jersey
$243K
RIL
1025
Rothschild Investment LLC
Illinois
$242K