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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 %
KIA
126
KCM Investment Advisors
California
$6.95M +$120K +911 +2%
ST
127
Smithfield Trust
Pennsylvania
$6.93M +$8.26K +63 +0.1%
AWS
128
Atria Wealth Solutions
New York
$6.9M -$170K -1,293 -2%
BCI
129
Brinker Capital Investments
Pennsylvania
$6.9M +$2.63M +20,063 +62%
OPS
130
Orion Portfolio Solutions
Nebraska
$6.9M +$2.63M +20,063 +62%
DC
131
Davenport & Co
Virginia
$6.55M -$879K -6,698 -12%
IAN
132
Integrated Advisors Network
Texas
$6.53M +$1.06M +8,087 +19%
GB
133
Gunma Bank
Japan
$6.43M -$1.05M -8,000 -14%
TPCW
134
TD Private Client Wealth
New York
$6.42M +$264K +2,011 +4%
OFG
135
Omega Financial Group
California
$6.41M -$187K -1,427 -3%
SAS
136
Stelac Advisory Services
New York
$6.4M +$56.6K +431 +0.9%
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$6.32M -$104K -795 -2%
CAM
138
Carret Asset Management
New York
$6.31M -$102K -780 -2%
WS
139
Wedbush Securities
California
$6.28M -$2.74M -20,856 -30%
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$6.23M -$2.81M -21,313 -31%
GT
141
Glenview Trust
Kentucky
$6.21M +$105K +796 +2%
GKIM
142
GW&K Investment Management
Massachusetts
$6.2M +$5.89M +44,895 +1,917%
CA
143
CoreCap Advisors
Michigan
$6.17M +$2.05M +15,618 +50%
BL
144
Balentine LLC
Georgia
$6.14M -$458K -3,487 -7%
RMAM
145
Raab & Moskowitz Asset Management
New Jersey
$5.94M +$140K +1,065 +2%
SA
146
Sanctuary Advisors
Indiana
$5.94M -$857K -6,313 -13%
NEAM
147
New England Asset Management
Connecticut
$5.8M
PWP
148
Principle Wealth Partners
Connecticut
$5.72M +$1.86M +14,204 +48%
Brown Advisory
149
Brown Advisory
Maryland
$5.7M +$413K +3,148 +8%
KWA
150
Kingswood Wealth Advisors
California
$5.68M +$3M +22,826 +112%