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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 %
AA
201
Argent Advisors
Louisiana
$3.65M +$801K +6,504 +28%
HSA
202
HBK Sorce Advisory
Pennsylvania
$3.6M -$127K -1,034 -3%
JIC
203
Johnson Investment Counsel
Ohio
$3.54M -$44.5K -361 -1%
GWM
204
Geneos Wealth Management
Colorado
$3.52M -$200K -1,625 -5%
FAM
205
Flaharty Asset Management
Florida
$3.51M -$47.5K -386 -1%
HW
206
Hancock Whitney
Mississippi
$3.45M +$44.8K +364 +1%
CA
207
Clearstead Advisors
Ohio
$3.45M -$931K -7,483 -21%
TCM
208
Traynor Capital Management
Pennsylvania
$3.4M -$440K -3,573 -11%
FCFC
209
First Commonwealth Financial Corp
Pennsylvania
$3.38M -$43.6K -354 -1%
AllianceBernstein
210
AllianceBernstein
Tennessee
$3.33M -$27.2K -221 -0.8%
AF
211
Allworth Financial
California
$3.31M -$218K -1,773 -6%
FTS
212
Fifth Third Securities
Ohio
$3.28M -$966K -7,842 -23%
SCA
213
Stonebridge Capital Advisors
Minnesota
$3.25M -$1.49M -12,124 -32%
DADC
214
D.A. Davidson & Co
Montana
$3.22M -$99K -804 -3%
IC
215
IEQ Capital
California
$3.2M +$377K +3,058 +13%
MMA
216
Miracle Mile Advisors
California
$3.2M -$70.3K -571 -2%
NCM
217
Narwhal Capital Management
Georgia
$3.19M +$17.5K +142 +0.6%
RSWM
218
Robertson Stephens Wealth Management
California
$3.16M +$132K +1,072 +4%
TWM
219
Tradition Wealth Management
Minnesota
$3.15M -$2.22M -17,994 -41%
PWP
220
Principle Wealth Partners
Connecticut
$3.11M +$356K +2,887 +13%
ATC
221
Argent Trust Co
Tennessee
$3.1M +$169K +1,375 +6%
GPA
222
Guidance Point Advisors
Massachusetts
$3.09M -$40.2K -326 -1%
JWA
223
JFS Wealth Advisors
Pennsylvania
$3.08M -$58.9K -478 -2%
Barclays
224
Barclays
United Kingdom
$3.07M +$3.07M +24,950 New
AIM
225
Allen Investment Management
New York
$3.04M -$370 -3 -0%