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iShares Select Dividend ETF

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Shares
Change %
AAMC
426
Asset Allocation & Management Company
Illinois
$1.38M
CWM
427
Challenger Wealth Management
California
$1.37M +$86.5K +644 +7%
BAM
428
Belpointe Asset Management
Nevada
$1.37M +$18.4K +137 +1%
VWM
429
Venturi Wealth Management
Texas
$1.37M +$688K +5,124 +101%
FFA
430
Farther Finance Advisors
California
$1.37M +$1.19M +8,895 +682%
SVWAG
431
Sound View Wealth Advisors Group
Georgia
$1.37M -$65.1K -485 -5%
CA
432
CoreCap Advisors
Michigan
$1.36M -$4.95M -36,865 -78%
WWC
433
Waypoint Wealth Counsel
Georgia
$1.36M +$3.63K +27 +0.3%
TWA
434
TCI Wealth Advisors
Arizona
$1.34M -$15K -112 -1%
TF
435
Tompkins Financial
New York
$1.34M +$16.8K +125 +1%
FFN
436
Focus Financial Network
Minnesota
$1.34M -$14.1K -105 -1%
DWM
437
Dakota Wealth Management
Florida
$1.34M -$1.05M -7,803 -44%
CL
438
Choreo LLC
Illinois
$1.34M -$435K -3,242 -25%
RBC
439
Romano Brothers & Co
Illinois
$1.34M
AWM
440
Apollon Wealth Management
South Carolina
$1.33M +$361K +2,685 +37%
IWP
441
Invenio Wealth Partners
Florida
$1.33M -$37.6K -280 -3%
WT
442
Whittier Trust
California
$1.33M -$69.8K -520 -5%
KP
443
Keel Point
Alabama
$1.33M -$71.4K -532 -5%
XF
444
XML Financial
Maryland
$1.32M -$150K -1,119 -10%
TPI
445
Trust Point Inc
Wisconsin
$1.31M -$4.43K -33 -0.3%
JAG
446
Journey Advisory Group
Kentucky
$1.31M -$83.3K -620 -6%
VCM
447
Viewpoint Capital Management
Washington
$1.3M +$7.12K +53 +0.5%
MIP
448
Marietta Investment Partners
Wisconsin
$1.3M
NP
449
NorthRock Partners
Minnesota
$1.3M +$9K +67 +0.7%
PS
450
Planned Solutions
California
$1.3M -$30.4K -226 -2%