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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 %
WCF
926
West Coast Financial
California
$289K -$6.04K -45 -2%
WFAG
927
Worth Financial Advisory Group
North Carolina
$289K +$44.7K +333 +18%
UB
928
UMB Bank
Missouri
$289K
CWM
929
Castle Wealth Management
Florida
$288K
ANHIM
930
Alan N. Hoffman Investment Management
Massachusetts
$287K
FWM
931
FSA Wealth Management
Massachusetts
$286K -$33.2K -247 -10%
AAM
932
Augustine Asset Management
Florida
$286K +$2.28K +17 +0.8%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$286K -$150K -1,120 -34%
AW
934
Avion Wealth
Texas
$285K
PMFA
935
Plante Moran Financial Advisors
Michigan
$284K -$54.5K -406 -16%
FWTB
936
First Western Trust Bank
Colorado
$284K
IAMOG
937
Investors Asset Management of Georgia
Georgia
$284K
AF
938
Advisornet Financial
Minnesota
$283K +$173K +1,287 +157%
Renaissance Technologies
939
Renaissance Technologies
New York
$282K +$282K +2,100 New
HFS
940
Heritage Financial Services
Massachusetts
$281K +$16K +119 +6%
IA
941
Insight Advisors
Pennsylvania
$280K +$1.21K +9 +0.4%
KFC
942
Klingenstein Fields & Co
New York
$280K
DWM
943
Denver Wealth Management
Colorado
$280K +$11.4K +85 +4%
APP
944
Avantax Planning Partners
Iowa
$280K
MSAM
945
Moloney Securities Asset Management
Missouri
$279K +$279K +2,079 New
GKIM
946
GW&K Investment Management
Massachusetts
$276K -$6.06M -45,180 -96%
FAB
947
First American Bank
Illinois
$275K
CIBC Asset Management
948
CIBC Asset Management
Ontario, Canada
$275K
NIM
949
Northeast Investment Management
Massachusetts
$275K
SCA
950
STALEY CAPITAL ADVISERS
Pennsylvania
$274K