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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 %
AFA
1026
American Financial Advisors
Georgia
$241K +$394 +3 +0.2%
FC
1027
Forte Capital
New York
$239K
WFAG
1028
Worth Financial Advisory Group
North Carolina
$239K +$27.6K +210 +13%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$238K
1NWS
1030
1 North Wealth Services
Maryland
$238K +$238K +1,811 New
PSB
1031
Piscataqua Savings Bank
New Hampshire
$238K -$32.8K -250 -12%
LFA
1032
Lauterbach Financial Advisors
Texas
$235K
CCA
1033
Cobblestone Capital Advisors
New York
$234K
NG
1034
Norden Group
Utah
$233K
DTC
1035
Davidson Trust Company
Washington
$232K
GPW
1036
Gray Private Wealth
Massachusetts
$232K
CCM
1037
Carderock Capital Management
Maryland
$232K
ACIM
1038
Azimuth Capital Investment Management
Michigan
$231K -$13.1K -100 -5%
DAS
1039
Diversify Advisory Services
Utah
$230K +$230K +1,789 New
UB
1040
Umpqua Bank
Oregon
$229K
TTWM
1041
TCV Trust & Wealth Management
Virginia
$229K
CIG
1042
Cairn Investment Group
Washington
$229K
SIAM
1043
Sterling Investment Advisors (Missouri)
Missouri
$228K -$14.4K -110 -6%
UIM
1044
Unified Investment Management
Georgia
$228K +$228K +1,735 New
RMC
1045
Ring Mountain Capital
California
$226K +$226K +1,723 New
MMPW
1046
Mitchell McLeod Pugh & Williams
Alabama
$226K
NAG
1047
Northstar Advisory Group
New Jersey
$226K +$525 +4 +0.2%
AFG
1048
Allegheny Financial Group
Pennsylvania
$226K -$22.8K -174 -9%
AIM
1049
Anchor Investment Management
South Carolina
$225K +$525 +4 +0.2%
AAS
1050
Annex Advisory Services
Wisconsin
$225K