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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
601
Avior Wealth Management
Nebraska
$768K -$10.9K -81 -1%
MCM
602
M1 Capital Management
Michigan
$768K +$3.76K +28 +0.5%
BW
603
BIP Wealth
Georgia
$762K -$47K -350 -6%
AIMC
604
Alley Investment Management Company
Illinois
$757K +$8.19K +61 +1%
ANBT
605
American National Bank & Trust
Texas
$752K
MIM
606
Marco Investment Management
Georgia
$749K +$2.69K +20 +0.4%
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$749K +$13.4K +100 +2%
QWM
608
Quadcap Wealth Management
Texas
$743K -$11.1K -83 -1%
Q1WB
609
Quest 10 Wealth Builders
Virginia
$736K -$324K -2,413 -31%
CCWM
610
Cassaday & Co Wealth Management
Virginia
$732K
SEIA
611
Signature Estate & Investment Advisors
California
$723K +$7.52K +56 +1%
DWT
612
Dorsey & Whitney Trust
South Dakota
$722K -$27.1K -202 -4%
WP
613
WealthPLAN Partners
Nebraska
$715K -$32.9K -245 -4%
GAM
614
Gotham Asset Management
New York
$715K +$715K +5,321 New
AG
615
AmeriFlex Group
Nevada
$713K -$57.3K -427 -7%
SAI
616
Savvy Advisors Inc
New York
$711K +$279K +2,076 +64%
FPW
617
Flywheel Private Wealth
California
$711K
UCB
618
United Community Bank
South Carolina
$706K -$5.37K -40 -0.8%
VCM
619
Versant Capital Management
Arizona
$705K
LIM
620
Leavell Investment Management
Alabama
$705K
OPAM
621
Ocean Park Asset Management
California
$698K +$209K +1,560 +43%
First Manhattan
622
First Manhattan
New York
$696K
NFC
623
Northeast Financial Consultants
Connecticut
$693K
RSF
624
Rik Saylor Financial
Ohio
$693K +$2.82K +21 +0.4%
TCOT
625
Trust Company of Toledo
Ohio
$687K