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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 %
PW
1076
Potentia Wealth
California
$209K +$268 +2 +0.1%
BIM
1077
Breakwater Investment Management
Washington
$209K
SFA
1078
Seneca Financial Advisors
New York
$209K +$1.07K +8 +0.5%
CCM
1079
Cullen Capital Management
New York
$208K -$3.3M -24,550 -94%
VWA
1080
Visionary Wealth Advisors
Illinois
$208K +$208K +1,548 New
HA
1081
HC Advisors
Georgia
$208K +$134 +1 +0.1%
RA
1082
Rise Advisors
New York
$207K -$7.92K -59 -4%
CCA
1083
Cypress Capital Advisors
Tennessee
$206K
NB
1084
NBT Bank
New York
$206K
KOMWMG
1085
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K -$1.61K -12 -0.8%
TM
1086
TigerOak Management
New Mexico
$206K
FA
1087
Fiduciary Alliance
South Carolina
$205K +$205K +1,528 New
HFRG
1088
Houlihan Financial Resource Group
Virginia
$205K
HSWM
1089
Hubbell Strickland Wealth Management
Louisiana
$204K +$204K +1,520 New
ET
1090
Equitable Trust
Tennessee
$204K +$204K +1,520 New
LCM
1091
LVM Capital Management
Michigan
$204K +$204K +1,516 New
D
1092
Dentgroup
Louisiana
$204K +$204K +1,519 New
IGGA
1093
Iron Gate Global Advisors
Utah
$203K +$203K +1,511 New
HWP
1094
Highline Wealth Partners
California
$202K
GI
1095
GAMMA Investing
California
$202K +$171K +1,274 +549%
NP
1096
Nilsine Partners
Colorado
$202K +$202K +1,506 New
UWPG
1097
Ullmann Wealth Partners Group
Florida
$202K +$202K +1,505 New
SI
1098
Saxon Interests
Texas
$202K +$202K +1,504 New
NAS
1099
Nicolet Advisory Services
Wisconsin
$202K +$202K +1,651 New
TWM
1100
Topsail Wealth Management
North Carolina
$201K