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iShares Select Dividend ETF

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$4.15M +$89.3K +725 +2%
MML Investors Services
177
MML Investors Services
Massachusetts
$4.08M -$491K -3,987 -11%
AFG
178
Albion Financial Group
Utah
$4.06M
FCBT
179
First Citizens Bank & Trust
North Carolina
$4.06M +$2.86M +23,229 +240%
PA
180
Pinnacle Associates
New York
$4.04M -$62K -503 -2%
KA
181
Klingman & Associates
New York
$4.02M
SDAM
182
Shulman DeMeo Asset Management
New York
$4M -$66.8K -542 -2%
MMHP
183
Murphy Middleton Hinkle & Parker
Georgia
$3.9M +$32.6K +265 +0.8%
AAP
184
Arax Advisory Partners
Colorado
$3.9M -$226K -1,834 -5%
Vanguard Group
185
Vanguard Group
Pennsylvania
$3.89M +$16.5K +134 +0.4%
GFL
186
Granite FO LLC
New Hampshire
$3.88M -$246K -1,855 -6%
GLLW
187
Graves Light Lenhart Wealth
Virginia
$3.88M -$26.5K -215 -0.7%
SW
188
SVB Wealth
Massachusetts
$3.86M -$254K -2,061 -6%
VCM
189
Vivaldi Capital Management
Illinois
$3.83M -$136K -1,092 -3%
KeyBank National Association
190
KeyBank National Association
Ohio
$3.83M +$103K +836 +3%
KWM
191
Keebeck Wealth Management
Illinois
$3.82M +$257K +2,085 +7%
MAWCM
192
Mine & Arao Wealth Creation & Management
California
$3.81M +$14.7K +119 +0.4%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$3.8M +$127K +1,033 +3%
GA
194
GoalVest Advisory
New York
$3.74M +$415K +3,373 +12%
SCG
195
Sonata Capital Group
Washington
$3.73M -$359K -2,914 -9%
Two Sigma Investments
196
Two Sigma Investments
New York
$3.7M -$2.22M -18,000 -37%
SPC
197
Sigma Planning Corp
Michigan
$3.68M +$1.89M +15,323 +105%
PFS
198
Prospera Financial Services
Texas
$3.66M -$390K -3,167 -10%
WQ
199
Wealth Quarterback
New Jersey
$3.66M +$450K +3,654 +14%
FWP
200
FAS Wealth Partners
Kansas
$3.65M -$64.1K -520 -2%