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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 %
TCM
1101
Triumph Capital Management
Colorado
$201K +$201K +1,500 New
AC
1102
Asio Capital
Kentucky
$201K +$201K +1,500 New
LI
1103
LifeWealth Investments
Florida
$201K +$201K +1,500 New
SAM
1104
Summit Asset Management
Tennessee
$201K +$201K +1,500 New
FGWP
1105
Founders Grove Wealth Partners
Virginia
$201K -$21.6K -161 -10%
SWP
1106
Sagespring Wealth Partners
Tennessee
$200K +$200K +1,490 New
PRTG
1107
Post Resch Tallon Group
New York
$200K +$200K +1,500 New
NL
1108
NVWM LLC
Pennsylvania
$193K +$3.63K +27 +2%
RCA
1109
Runnymede Capital Advisors
Ohio
$191K -$2.69K -20 -1%
SCM
1110
Sterling Capital Management
North Carolina
$191K -$8.64M -64,372 -98%
MFT
1111
Moisand Fitzgerald Tamayo
Florida
$188K
BTD
1112
BankPlus Trust Department
Mississippi
$186K
CAM
1113
Costello Asset Management
Pennsylvania
$185K +$185K +1,377 New
TIM
1114
Tortoise Investment Management
New York
$181K -$25.7K -191 -12%
AA
1115
Ancora Advisors
Ohio
$179K
CAM
1116
Creekmur Asset Management
Illinois
$178K +$98.4K +733 +123%
LFG
1117
Larson Financial Group
Missouri
$178K +$2.01K +15 +1%
CWP
1118
Concord Wealth Partners
Virginia
$175K +$1.34K +10 +0.8%
CWM
1119
Cranbrook Wealth Management
Michigan
$172K
MTIC
1120
Missouri Trust & Investment Company
Missouri
$172K +$20.8K +155 +14%
NC
1121
North Capital
Utah
$170K +$170K +1,263 New
LI
1122
LRI Investments
Florida
$169K
OSNBOA
1123
Old Second National Bank of Aurora
Illinois
$168K -$6.72K -50 -4%
SA
1124
SRH Advisors
Kansas
$165K
FFC
1125
First Financial Corp
Indiana
$163K