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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 %
AA
1151
AlphaMark Advisors
Kentucky
$117K
CWM
1152
Crowley Wealth Management
Delaware
$116K +$116K +882 New
GFPC
1153
Global Financial Private Client
Florida
$114K
CFD
1154
Creative Financial Designs
Indiana
$110K +$3.55K +27 +3%
BCA
1155
Bray Capital Advisors
Florida
$110K
GWP
1156
Gen-Wealth Partners
Michigan
$108K
WP
1157
WealthShield Partners
North Carolina
$108K
AF
1158
Advisornet Financial
Minnesota
$107K -$14.2K -108 -12%
QCG
1159
Quadrant Capital Group
Ohio
$107K
CTB
1160
Country Trust Bank
Illinois
$105K +$2.23K +17 +2%
DCM
1161
Davis Capital Management
Florida
$101K -$3.41K -26 -3%
KFI
1162
Key Financial Inc
Pennsylvania
$100K -$18.2K -139 -15%
CSC
1163
Caldwell Sutter Capital
California
$99.3K
FF
1164
Finley Financial
Nevada
$96.9K +$96.9K +730 New
FNWA
1165
Financial Network Wealth Advisors
Utah
$93K -$42.1K -321 -31%
EWM
1166
EPG Wealth Management
Georgia
$92.7K -$65.3K -497 -41%
MA
1167
MCF Advisors
Kentucky
$92K
CIA
1168
Cape Investment Advisory
Georgia
$91.9K +$26.3K +200 +40%
PFSC
1169
Peoples Financial Services Corp
Pennsylvania
$91.4K +$3.81K +29 +4%
PAI
1170
Pittenger & Anderson Inc
Nebraska
$89.7K
LWA
1171
Lowe Wealth Advisors
Maryland
$87.6K
MSWA
1172
Marshall & Sterling Wealth Advisors
New York
$86.7K +$86.7K +661 New
GIA
1173
GHP Investment Advisors
Colorado
$85.1K +$394 +3 +0.5%
BHWM
1174
Beaird Harris Wealth Management
Texas
$84.3K +$68.9K +525 +449%
AAG
1175
Accordant Advisory Group
Maryland
$83.1K