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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 %
AWM
526
AE Wealth Management
Kansas
$987K -$238K -1,774 -19%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$986K -$14.1K -105 -1%
SNBOSD
528
Security National Bank of So Dak
Iowa
$984K -$53.7K -400 -5%
PP
529
Patten & Patten
Tennessee
$978K
GPA
530
Guerra Pan Advisors
New Jersey
$977K
LWM
531
Lakeridge Wealth Management
Ohio
$975K +$55.5K +413 +6%
AF
532
Apollon Financial
South Carolina
$975K -$60.4K -450 -6%
EB
533
Eastern Bank
Massachusetts
$975K -$43.9K -327 -4%
AWM
534
Aprio Wealth Management
Georgia
$971K +$26.9K +200 +3%
TW
535
Transform Wealth
Colorado
$968K -$40.2K -299 -4%
NLP
536
Next Level Private
New York
$966K +$7.52K +56 +0.8%
CAAS
537
Capital Asset Advisory Services
Michigan
$955K +$22.1K +164 +2%
AWM
538
Axxcess Wealth Management
California
$951K +$16.7K +124 +2%
FBB
539
Fulton Breakefield Broenniman
Maryland
$951K -$1.11M -8,251 -54%
IB
540
Intrust Bank
Kansas
$949K
CW
541
Code Waechter
Florida
$947K
ACP
542
Argyle Capital Partners
California
$946K +$242K +1,802 +34%
RCA
543
Resonant Capital Advisors
Wisconsin
$941K +$940 +7 +0.1%
MA
544
MKT Advisors
California
$927K +$362 +3 +0%
CCB
545
Country Club Bank
Missouri
$927K -$122K -921 -12%
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$926K +$25.1K +187 +3%
HA
547
Helium Advisors
Washington
$918K -$15.6K -116 -2%
CFO
548
CVA Family Office
Colorado
$914K -$5.37K -40 -0.6%
LWL
549
Leo Wealth LLC
Texas
$910K +$3.49K +26 +0.4%
HF
550
HRT Financial
New York
$910K +$910K +6,782 New