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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 %
LA
951
Lane & Associates
New Jersey
$274K +$403 +3 +0.1%
BPAMU
952
BTG Pactual Asset Management US
New York
$274K
CTA
953
Colonial Trust Advisors
South Carolina
$274K +$10.1K +75 +4%
FPW
954
Flagship Private Wealth
Massachusetts
$273K -$37.7K -281 -12%
MA
955
Montag & Associates
Georgia
$272K
SFG
956
SNS Financial Group
Minnesota
$272K +$1.07K +8 +0.4%
SM
957
Sensible Money
Arizona
$272K +$2.02K +15 +0.7%
PWA
958
Provenance Wealth Advisors
Florida
$270K
SPF
959
South Plains Financial
Texas
$270K -$4.03K -30 -1%
IFWM
960
Institute for Wealth Management
Colorado
$269K
BAM
961
Bosun Asset Management
Illinois
$269K
GP
962
Gridiron Partners
Pennsylvania
$269K
KPWG
963
KFA Private Wealth Group
Virginia
$268K +$268K +1,993 New
RB
964
Renasant Bank
Mississippi
$267K
SC
965
Sepio Capital
Utah
$265K
SCA
966
Stillwater Capital Advisors
Pennsylvania
$265K
GWP
967
Gateway Wealth Partners
Wisconsin
$265K +$8.19K +61 +3%
FFM
968
Forum Financial Management
Illinois
$264K
LC
969
LCNB Corp
Ohio
$264K
CWP
970
Cyndeo Wealth Partners
Florida
$261K +$261K +1,946 New
DJSG
971
D.J. St. Germain
Massachusetts
$261K +$9.94K +74 +4%
CWM
972
Cedar Wealth Management
California
$261K
AWG
973
Altus Wealth Group
Colorado
$260K -$40.4K -301 -13%
SFP
974
Sterling Financial Planning
New Jersey
$260K
RWM
975
Rialto Wealth Management
New York
$259K -$4.83K -36 -2%