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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 %
HA
1101
HC Advisors
Georgia
$203K +$203K +1,547 New
KA
1102
Kovack Advisors
Florida
$203K +$203K +1,547 New
FFA
1103
Founders Financial Alliance
North Carolina
$203K -$163K -1,240 -44%
SFA
1104
Seneca Financial Advisors
New York
$203K +$1.31K +10 +0.7%
KOMWMG
1105
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$2.1K +16 +1%
TIM
1106
Tortoise Investment Management
New York
$202K +$33.5K +255 +20%
CAS
1107
Coppell Advisory Solutions
Texas
$202K -$14.4K -110 -7%
CCA
1108
Cypress Capital Advisors
Tennessee
$202K +$202K +1,537 New
SPI
1109
Santori & Peters Inc
Pennsylvania
$202K +$1.97K +15 +1%
NB
1110
NBT Bank
New York
$201K -$23.6K -180 -11%
TM
1111
TigerOak Management
New Mexico
$201K +$201K +1,531 New
HFRG
1112
Houlihan Financial Resource Group
Virginia
$200K +$200K +1,524 New
HWP
1113
Highline Wealth Partners
California
$198K
TWM
1114
Topsail Wealth Management
North Carolina
$197K +$197K +1,500 New
RCA
1115
Runnymede Capital Advisors
Ohio
$190K +$190K +1,445 New
EW
1116
Element Wealth
Mississippi
$188K
NL
1117
NVWM LLC
Pennsylvania
$185K -$11K -84 -6%
CICI
1118
Capital Investment Counsel Inc
North Carolina
$185K -$22.3K -170 -11%
MFT
1119
Moisand Fitzgerald Tamayo
Florida
$184K
BTD
1120
BankPlus Trust Department
Mississippi
$182K +$182K +1,388 New
AA
1121
Ancora Advisors
Ohio
$175K -$18.8K -143 -10%
LFG
1122
Larson Financial Group
Missouri
$172K +$1.71K +13 +1%
FFA
1123
Farther Finance Advisors
California
$171K +$6.3K +48 +4%
OSNBOA
1124
Old Second National Bank of Aurora
Illinois
$171K -$15.4K -117 -8%
CWP
1125
Concord Wealth Partners
Virginia
$169K +$1.71K +13 +1%