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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 %
CAAM
151
Cornerstone Advisors Asset Management
Pennsylvania
$5.63M
SFI
152
SPC Financial Inc
Maryland
$5.55M -$176K -1,337 -3%
BHBT
153
Burke & Herbert Bank & Trust
Virginia
$5.54M -$20.9K -159 -0.4%
MBTD
154
Mechanics Bank - Trust Department
California
$5.47M -$187K -1,423 -3%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$5.36M +$41.2K +314 +0.8%
RG
156
Rathbones Group
United Kingdom
$5.35M -$237K -1,802 -4%
MML Investors Services
157
MML Investors Services
Massachusetts
$5.34M +$749K +5,707 +16%
FWA
158
FOCUS Wealth Advisors
Texas
$5.25M
OC
159
Oppenheimer & Co
New York
$5.21M +$89.1K +679 +2%
UCFA
160
United Capital Financial Advisors
Texas
$5.2M -$76K -579 -1%
EBA
161
Eagle Bay Advisors
New York
$5.08M
IA
162
IFP Advisors
Florida
$5.05M +$2.77M +21,125 +122%
LWP
163
LMG Wealth Partners
Louisiana
$5.02M -$8.01K -61 -0.2%
LC
164
Landaas & Company
Wisconsin
$4.98M +$171K +1,300 +4%
CM
165
Cornerstone Management
Georgia
$4.83M -$44.8K -341 -0.9%
AI
166
Atria Investments
North Carolina
$4.82M +$4.47M +34,050 +1,295%
FWCM
167
Ferguson Wellman Capital Management
Oregon
$4.81M -$11.3K -86 -0.2%
IF
168
Ironwood Financial
Arizona
$4.75M -$356K -2,710 -7%
MCM
169
Mendel Capital Management
Arkansas
$4.74M +$3.94K +30 +0.1%
SA
170
Scarborough Advisors
Maryland
$4.73M +$366K +2,788 +8%
KeyBank National Association
171
KeyBank National Association
Ohio
$4.71M +$102K +777 +2%
IA
172
IFG Advisory
Georgia
$4.67M -$336K -2,559 -7%
GA
173
GoalVest Advisory
New York
$4.66M +$1.07M +8,124 +30%
TWM
174
Tradition Wealth Management
Minnesota
$4.64M +$1.21M +9,207 +35%
IC
175
IEQ Capital
California
$4.61M +$581K +4,422 +14%