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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 %
IWP
1201
IAG Wealth Partners
Wisconsin
$53.7K +$53.7K +400 New
MFC
1202
Morris Financial Concepts
South Carolina
$53.4K -$4.83K -36 -8%
RMP
1203
Richards, Merrill & Peterson
Washington
$53.2K
HCM
1204
Hollencrest Capital Management
California
$53.2K
CI
1205
CX Institutional
Indiana
$53K -$4.02M -30,214 -99%
MAM
1206
Morse Asset Management
Connecticut
$52.2K -$10.6K -79 -17%
SL
1207
Salomon & Ludwin
Virginia
$51.4K
RF
1208
Roxbury Financial
New Jersey
$50.6K +$14.3K +104 +40%
FG
1209
Fairman Group
Pennsylvania
$49.2K +$131 +1 +0.3%
HFS
1210
Hopwood Financial Services
Virginia
$49.2K
GWSG
1211
GPS Wealth Strategies Group
Colorado
$49K +$1.21K +9 +3%
HWM
1212
Hemington Wealth Management
Virginia
$49K
HWM
1213
Horizons Wealth Management
North Carolina
$48.3K
MIM
1214
Marshall Investment Management
Colorado
$47.7K +$940 +7 +2%
DFA
1215
DHJJ Financial Advisors
Illinois
$47.7K +$5.51K +41 +13%
LB
1216
Legacy Bridge
Iowa
$47K
AAMA
1217
Advanced Asset Management Advisors
Ohio
$46.7K
MMCM
1218
Murphy & Mullick Capital Management
New York
$45.9K +$5.1K +38 +13%
WCM
1219
Weaver Capital Management
Georgia
$43.6K
OFG
1220
Oxford Financial Group
Indiana
$43.4K -$539K -4,015 -93%
1IA
1221
1620 Investment Advisors
Massachusetts
$42.1K
MAS
1222
MPWM Advisory Solutions
Georgia
$41.1K +$269 +2 +0.7%
WCM
1223
Winthrop Capital Management
Indiana
$41K
POIA
1224
Pin Oak Investment Advisors
Texas
$41K
NFSG
1225
Newbridge Financial Services Group
Florida
$40.9K -$11.8K -88 -22%