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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 %
CWM
1126
Cranbrook Wealth Management
Michigan
$168K
LI
1127
LRI Investments
Florida
$165K
SA
1128
SRH Advisors
Kansas
$162K
FFC
1129
First Financial Corp
Indiana
$159K
RTC
1130
Riverview Trust Company
Washington
$157K
PWA
1131
Physician Wealth Advisors
Utah
$157K +$157K +1,196 New
WCM
1132
Westend Capital Management
California
$155K
CTWM
1133
Cherry Tree Wealth Management
Minnesota
$150K
CA
1134
Crewe Advisors
Utah
$149K +$919 +7 +0.6%
HDIM
1135
Hanson & Doremus Investment Management
Vermont
$148K +$25.6K +195 +21%
MTIC
1136
Missouri Trust & Investment Company
Missouri
$148K
GJIA
1137
Glass Jacobson Investment Advisors
Maryland
$146K +$1.44K +11 +1%
CB
1138
CNB Bank
Pennsylvania
$145K
QC
1139
Quent Capital
New York
$144K -$134K -1,022 -48%
BLC
1140
Brown, Lisle/Cummings
Rhode Island
$144K
MPCG
1141
Matrix Private Capital Group
New York
$144K
SIM
1142
Synergy Investment Management
Florida
$142K +$142K +1,084 New
AWM
1143
Angeles Wealth Management
California
$140K
EC
1144
Elequin Capital
New York
$138K +$138K +1,048 New
CBT
1145
Crews Bank & Trust
Florida
$136K +$136K +1,038 New
FIA
1146
FPC Investment Advisory
California
$136K
BTI
1147
Blue Trust Inc
Georgia
$136K -$69.8K -532 -34%
FIM
1148
FWL Investment Management
Texas
$133K
VAG
1149
VisionPoint Advisory Group
Texas
$133K
GWM
1150
Grand Wealth Management
Michigan
$118K