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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 %
C
826
Certuity
Florida
$375K -$217K -1,614 -37%
ST
827
Sentinel Trust
Texas
$370K
FPW
828
Fairvoy Private Wealth
Alabama
$367K
PCA
829
Providence Capital Advisors
North Carolina
$364K -$1.07K -8 -0.3%
OC
830
Oakworth Capital
Alabama
$364K
RT
831
Rockland Trust
Massachusetts
$363K +$54.5K +406 +18%
YP
832
YANKCOM Partnership
South Dakota
$363K -$13.4K -100 -4%
CWP
833
CFM Wealth Partners
Texas
$362K
RMDI
834
R.M. Davis Inc
Maine
$361K -$25.6K -191 -7%
NFA
835
Northwest Financial Advisors
Virginia
$361K +$940 +7 +0.3%
LWM
836
LongView Wealth Management
Georgia
$361K +$403 +3 +0.1%
DT
837
Diversified Trust
Tennessee
$360K
BCM
838
Brookstone Capital Management
Illinois
$360K +$2.95K +22 +0.8%
CPA
839
Cardiff Park Advisors
California
$359K
DLHL
840
Donald L. Hagan LLC
Florida
$359K
G
841
Gainplan
Michigan
$358K -$45.4K -338 -11%
BFO
842
Biltmore Family Office
North Carolina
$358K
FCIM
843
Fairview Capital Investment Management
California
$358K -$109K -812 -23%
OCM
844
Orleans Capital Management
Louisiana
$356K
MAS
845
Meeder Advisory Services
Ohio
$356K -$208K -1,551 -37%
CAI
846
Capital Advisors Inc
Oklahoma
$354K +$79.8K +594 +29%
EWM
847
Empirical Wealth Management
Washington
$353K -$11.7K -87 -3%
BFA
848
Benedict Financial Advisors
Georgia
$352K +$24.4K +182 +7%
TF
849
Tudor Financial
Ohio
$352K
PTC
850
Philadelphia Trust Company
Pennsylvania
$351K