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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 %
UIM
1051
Unified Investment Management
Georgia
$218K -$14.5K -108 -6%
PCA
1052
Purkiss Capital Advisors
Connecticut
$217K +$217K +1,618 New
GSIAS
1053
Garden State Investment Advisory Services
New Jersey
$217K +$217K +1,610 New
PWM
1054
Paulson Wealth Management
Illinois
$216K -$235K -1,747 -52%
HWM
1055
Howard Wealth Management
Connecticut
$216K +$134 +1 +0.1%
WAS
1056
Wealth Advisory Solutions
Indiana
$215K -$3.36K -25 -2%
PIA
1057
Perennial Investment Advisors
California
$215K -$175K -1,306 -45%
OFO
1058
OneAscent Family Office
Alabama
$215K
FCM
1059
Firestone Capital Management
Florida
$215K
CCM
1060
Carderock Capital Management
Maryland
$215K -$22.3K -166 -9%
WIC
1061
Wilkins Investment Counsel
Massachusetts
$215K -$3.36K -25 -2%
AWA
1062
ARQ Wealth Advisors
Arizona
$215K
Citadel Advisors
1063
Citadel Advisors
Florida
$215K -$1.1M -8,161 -84%
DWAM
1064
Duncan Williams Asset Management
Tennessee
$215K +$806 +6 +0.4%
UAS
1065
United Asset Strategies
New York
$214K
AWA
1066
Adapt Wealth Advisors
Georgia
$214K
Fisher Asset Management
1067
Fisher Asset Management
Washington
$213K +$213K +1,587 New
AA
1068
AJ Advisors
Tennessee
$213K +$213K +1,583 New
TCM
1069
TABR Capital Management
California
$212K +$1.61K +12 +0.8%
HIIFS
1070
Harel Insurance Investments & Financial Services
Israel
$212K -$320K -3,210 -60%
DF
1071
Dunhill Financial
United Kingdom
$212K -$106K -788 -33%
WCP
1072
Wick Capital Partners
Pennsylvania
$211K +$211K +1,574 New
VHAM
1073
Van Hulzen Asset Management
California
$210K
ACIM
1074
Azimuth Capital Investment Management
Michigan
$210K -$26.3K -196 -11%
LA
1075
Latitude Advisors
Florida
$209K -$20K -149 -9%