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iShares Select Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
MHI
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1076
Gitterman Wealth Management
New Jersey
$216K +$216K +1,643 New
MCM
1077
Morton Capital Management
California
$215K – – –
FDDB
1078
Fidelity D&D Bancorp
Pennsylvania
$215K +$2.23K +17 +1%
PFM
1079
Phillips Financial Management
Indiana
$214K -$126K -961 -37%
FMC
1080
First Merchants Corp
Indiana
$214K – – –
CPP
1081
Capasso Planning Partners
South Carolina
$214K +$2.1K +16 +1%
WAS
1082
Wealth Advisory Solutions
Indiana
$214K +$4.6K +35 +2%
WIC
1083
Wilkins Investment Counsel
Massachusetts
$213K +$213K +1,625 New
IWA
1084
IBEX Wealth Advisors
New Jersey
$213K +$213K +1,624 New
HWM
1085
Howard Wealth Management
Connecticut
$211K +$263 +2 +0.1%
FCM
1086
Firestone Capital Management
Florida
$210K – – –
AWA
1087
ARQ Wealth Advisors
Arizona
$210K – – –
BPAMU
1088
BTG Pactual Asset Management US
New York
$210K – – –
OFO
1089
OneAscent Family Office
Alabama
$210K +$210K +1,600 New
RA
1090
Rise Advisors
New York
$210K -$9.19K -70 -4%
TB
1091
Treynor Bancshares
Iowa
$209K -$14K -107 -6%
UAS
1092
United Asset Strategies
New York
$209K -$9.58K -73 -4%
DWAM
1093
Duncan Williams Asset Management
Tennessee
$209K +$209K +1,591 New
AWA
1094
Adapt Wealth Advisors
Georgia
$209K – – –
PMG
1095
Private Management Group
California
$207K – – –
PFWA
1096
Paces Ferry Wealth Advisors
Georgia
$206K – – –
TCM
1097
TABR Capital Management
California
$206K +$206K +1,568 New
VHAM
1098
Van Hulzen Asset Management
California
$206K -$46K -350 -18%
BIM
1099
Breakwater Investment Management
Washington
$205K -$68.8K -524 -25%
PW
1100
Potentia Wealth
California
$204K +$204K +1,557 New
42 43
44
45 46