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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 %
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.31M +$439K +3,270 +5%
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$9.04M -$1.56M -11,651 -15%
IWC
103
Integrated Wealth Concepts
Massachusetts
$8.93M +$25K +186 +0.3%
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$8.85M -$36.3K -270 -0.4%
AAIM
105
Asset Advisors Investment Management
Georgia
$8.78M -$859K -6,400 -9%
BF
106
BOK Financial
Oklahoma
$8.67M -$1.27M -9,430 -13%
DC
107
Davenport & Co
Virginia
$8.66M +$1.96M +14,565 +29%
PFG
108
Pinnacle Financial Group
Illinois
$8.64M +$274K +2,041 +3%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$8.59M -$329K -2,453 -4%
Two Sigma Investments
110
Two Sigma Investments
New York
$8.57M +$8.57M +63,809 New
BFA
111
Beaumont Financial Advisors
Massachusetts
$8.43M -$2.42K -18 -0%
CFG
112
Citizens Financial Group
Rhode Island
$8.31M -$71.7K -534 -0.9%
SFA
113
Sequoia Financial Advisors
Ohio
$8.26M -$345K -2,568 -4%
ETC
114
Exchange Traded Concepts
Oklahoma
$8.26M -$21.9M -163,017 -73%
FUBT
115
First United Bank & Trust
Maryland
$8.2M +$744K +5,537 +10%
IC
116
IEQ Capital
California
$8.12M +$3.4M +25,314 +72%
LF
117
Lee Financial
Texas
$7.75M -$547K -4,072 -7%
MA
118
Mutual Advisors
Nebraska
$7.69M -$274K -2,145 -3%
Edgewood Management
119
Edgewood Management
Connecticut
$7.68M
HWM
120
HB Wealth Management
Georgia
$7.56M +$318K +2,366 +4%
WMA
121
Wealth Management Associates
New Jersey
$7.5M +$74.4K +554 +1%
ANB
122
Amarillo National Bank
Texas
$7.48M
RMAM
123
Raab & Moskowitz Asset Management
New Jersey
$7.48M +$1.4M +10,413 +23%
VFP
124
Verus Financial Partners
Virginia
$7.32M -$215K -1,708 -3%
GB
125
Gunma Bank
Japan
$7.2M +$618K +4,600 +9%