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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 %
PA
1176
Pineridge Advisors
Missouri
$78.8K +$78.8K +600 New
CAM
1177
Creekmur Asset Management
Illinois
$78.2K +$263 +2 +0.3%
HNW
1178
High Note Wealth
Minnesota
$76K +$76K +579 New
Schroder Investment Management Group
1179
Schroder Investment Management Group
United Kingdom
$74.8K
FF
1180
Friedenthal Financial
New Jersey
$73.7K
CT
1181
Clearstead Trust
Maine
$73.5K
CMP
1182
Coston McIsaac & Partners
Maine
$72K
CSB
1183
City State Bank
Iowa
$69.6K
AAG
1184
Armstrong Advisory Group
Massachusetts
$67.7K +$45.6K +347 +205%
FA
1185
Fedenia Advisers
Wisconsin
$67.5K +$67.5K +514 New
CA
1186
Centerpoint Advisors
Massachusetts
$67K
MHR
1187
Matthew Hamilton Rosenberg
$65.6K
GCM
1188
GKV Capital Management
California
$65.6K +$65.6K +500 New
VWA
1189
VSM Wealth Advisory
Maryland
$65.5K +$65.5K +499 New
FCG
1190
Financial Connections Group
California
$65K
RFS
1191
Richardson Financial Services
Massachusetts
$64.7K +$9.82K +75 +18%
FFO
1192
Fortitude Family Office
Arizona
$64.3K
OP
1193
ORG Partners
Indiana
$64.1K +$49.2K +375 +332%
MG
1194
MilWealth Group
Wisconsin
$63.9K
BA
1195
Ballast Advisors
Minnesota
$63.3K
EWA
1196
EverSource Wealth Advisors
Alabama
$63.2K
MAM
1197
Morse Asset Management
Connecticut
$61.4K -$28.1K -214 -31%
FMTCOCP
1198
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
EWP
1199
Elevation Wealth Partners
California
$61K +$263 +2 +0.4%
MIM
1200
MTM Investment Management
South Carolina
$59.1K