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iShares Select Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
MHI
Miller Howard Investments
New York
$65.5M
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$53M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$223M
5
Charles Schwab
Charles Schwab
California
$37.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.36M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$881M
3
HNB
Huntington National Bank
Ohio
$37.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
BGDI
BW Gestao de Investimentos
Brazil
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
201
Hancock Whitney
Mississippi
$3.92M +$93.2K +710 +2%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$3.89M -$403K -3,073 -9%
PFS
203
Prospera Financial Services
Texas
$3.88M -$96.5K -735 -2%
IJWM
204
Inman Jager Wealth Management
Mississippi
$3.86M +$3.86M +29,374 New
GFL
205
Granite FO LLC
New Hampshire
$3.85M – – –
FWP
206
FAS Wealth Partners
Kansas
$3.8M -$110K -835 -3%
PAS
207
PKS Advisory Services
New York
$3.77M +$3.77M +28,699 New
MAM
208
MMA Asset Management
Pennsylvania
$3.76M -$1.94M -14,762 -34%
AAP
209
Arax Advisory Partners
Colorado
$3.75M -$197K -1,497 -5%
MAWCM
210
Mine & Arao Wealth Creation & Management
California
$3.71M -$300K -2,287 -7%
AllianceBernstein
211
AllianceBernstein
Tennessee
$3.64M +$93.7K +714 +3%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$3.62M +$133K +1,014 +4%
FCFC
213
First Commonwealth Financial Corp
Pennsylvania
$3.54M +$63.3K +482 +2%
FB
214
Fulton Bank
Pennsylvania
$3.54M +$600K +4,568 +20%
GWM
215
Geneos Wealth Management
Colorado
$3.53M -$91K -693 -3%
WWM
216
Western Wealth Management
Colorado
$3.47M +$600K +4,572 +21%
WQ
217
Wealth Quarterback
New Jersey
$3.47M -$338K -2,578 -9%
BIP
218
Bouvel Investment Partners
Pennsylvania
$3.44M +$897K +6,830 +35%
CCM
219
Cullen Capital Management
New York
$3.43M +$3.43M +26,100 New
ATC
220
Argent Trust Co
Tennessee
$3.41M +$90.6K +690 +3%
NCM
221
Narwhal Capital Management
Georgia
$3.41M – – –
JIC
222
Johnson Investment Counsel
Ohio
$3.4M -$97K -739 -3%
IAA
223
Independent Advisor Alliance
North Carolina
$3.39M +$3.39M +25,813 New
SPC
224
Sigma Planning Corp
Michigan
$3.37M +$92.7K +706 +3%
TC
225
Trilogy Capital
California
$3.36M -$517K -3,939 -13%
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