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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 %
DCM
1151
Davis Capital Management
Florida
$106K +$3.09K +23 +3%
KFI
1152
Key Financial Inc
Pennsylvania
$103K
CSC
1153
Caldwell Sutter Capital
California
$102K
CFD
1154
Creative Financial Designs
Indiana
$99.5K -$13.3K -99 -12%
FNWA
1155
Financial Network Wealth Advisors
Utah
$95.1K
MA
1156
MCF Advisors
Kentucky
$94.1K
FF
1157
Finley Financial
Nevada
$94.1K
CIA
1158
Cape Investment Advisory
Georgia
$94K
PAI
1159
Pittenger & Anderson Inc
Nebraska
$91.7K
MSWA
1160
Marshall & Sterling Wealth Advisors
New York
$88.7K -$134 -1 -0.2%
BHWM
1161
Beaird Harris Wealth Management
Texas
$86.2K
AAG
1162
Accordant Advisory Group
Maryland
$85K
HNW
1163
High Note Wealth
Minnesota
$77.8K
FF
1164
Friedenthal Financial
New Jersey
$76.8K +$1.48K +11 +2%
GC
1165
Garde Capital
Washington
$76.5K +$76.5K +570 New
Schroder Investment Management Group
1166
Schroder Investment Management Group
United Kingdom
$76.5K
CT
1167
Clearstead Trust
Maine
$75.2K
WAOTB
1168
Wealth Advisors of Tampa Bay
Florida
$73.2K +$73.2K +545 New
CMP
1169
Coston McIsaac & Partners
Maine
$73K
WF
1170
Wayfinding Financial
Washington
$73K +$73K +549 New
CSB
1171
City State Bank
Iowa
$71.2K
SIM
1172
Synergy Investment Management
Florida
$70.3K -$75.2K -560 -52%
MDCM
1173
Morgan Dempsey Capital Management
Wisconsin
$70K -$2.76M -20,541 -98%
MEG
1174
Millstone Evans Group
Colorado
$69.4K +$32.8K +244 +89%
AAG
1175
Armstrong Advisory Group
Massachusetts
$67.7K