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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 %
FCH
501
Freestone Capital Holdings
Washington
$1.09M
MW
502
Marcum Wealth
Ohio
$1.08M
AWM
503
Alterna Wealth Management
Texas
$1.07M +$1.61K +12 +0.2%
LC
504
Lindbrook Capital
California
$1.06M
ICM
505
Islay Capital Management
Texas
$1.06M -$29.4K -219 -3%
BFA
506
Beacon Financial Advisory
Ohio
$1.06M -$16.7K -124 -2%
DW
507
Dodds Wealth
Colorado
$1.05M +$6.45K +48 +0.6%
LT
508
Legacy Trust
Michigan
$1.05M +$54.5K +406 +5%
HPC
509
HM Payson & Co
Maine
$1.05M +$255K +1,900 +32%
WAG
510
Winthrop Advisory Group
Massachusetts
$1.05M -$148K -1,101 -12%
AIC
511
Archer Investment Corporation
Indiana
$1.04M +$403 +3 +0%
CB
512
Cadence Bank
Mississippi
$1.04M +$8.46K +63 +0.8%
KPWS
513
Kestra Private Wealth Services
Texas
$1.04M +$84.3K +628 +9%
CTC
514
Central Trust Company
Missouri
$1.04M
SIMC
515
Squire Investment Management Company
Utah
$1.04M
QCM
516
QRG Capital Management
Illinois
$1.03M -$106K -791 -9%
CA
517
Capital Advantage
California
$1.02M
KCM
518
Kanawha Capital Management
Virginia
$1.02M +$288K +2,145 +39%
GAM
519
Gould Asset Management
California
$1.02M -$39.9K -297 -4%
CWG
520
Cornerstone Wealth Group
North Carolina
$1M -$148K -1,099 -13%
PPC
521
Park Place Capital
Alabama
$999K
VCM
522
Virtue Capital Management
Tennessee
$996K +$61.4K +457 +7%
WFA
523
Wellspring Financial Advisors
Ohio
$992K
FWA
524
Flagship Wealth Advisors
Massachusetts
$990K +$940 +7 +0.1%
SSWM
525
Sheets Smith Wealth Management
North Carolina
$987K +$940 +7 +0.1%