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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 %
AWS
151
Atria Wealth Solutions
New York
$5.39M -$1.67M -12,415 -24%
TC
152
Trilogy Capital
California
$5.38M +$1.95M +14,489 +57%
MA
153
MYDA Advisors
New York
$5.37M -$5.37M -40,000 -50%
FWA
154
FOCUS Wealth Advisors
Texas
$5.36M -$6.98K -52 -0.1%
EBA
155
Eagle Bay Advisors
New York
$5.2M
IAIM
156
International Assets Investment Management
Florida
$5.19M +$725K +5,399 +16%
MCM
157
Mendel Capital Management
Arkansas
$5.18M +$328K +2,440 +7%
PWP
158
Principle Wealth Partners
Connecticut
$5.16M -$694K -5,168 -12%
LC
159
Landaas & Company
Wisconsin
$5.11M +$20.3K +151 +0.4%
LWP
160
LMG Wealth Partners
Louisiana
$5.07M -$65.4K -487 -1%
IA
161
IFG Advisory
Georgia
$5M +$223K +1,663 +5%
FWCM
162
Ferguson Wellman Capital Management
Oregon
$4.95M +$29.7K +221 +0.6%
UCFA
163
United Capital Financial Advisors
Texas
$4.9M -$421K -3,138 -8%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$4.84M +$368K +2,725 +8%
IAN
165
Integrated Advisors Network
Texas
$4.8M -$1.88M -14,003 -28%
IF
166
Ironwood Financial
Arizona
$4.8M -$67K -499 -1%
SA
167
Scarborough Advisors
Maryland
$4.77M -$72.8K -542 -2%
KeyBank National Association
168
KeyBank National Association
Ohio
$4.76M -$64.5K -480 -1%
TWM
169
Tradition Wealth Management
Minnesota
$4.74M -$4.97K -37 -0.1%
CA
170
Clearstead Advisors
Ohio
$4.73M +$254K +1,894 +6%
CM
171
Cornerstone Management
Georgia
$4.71M -$239K -1,779 -5%
KWM
172
Keebeck Wealth Management
Illinois
$4.69M -$24.2K -180 -0.5%
CFO
173
Callan Family Office
Pennsylvania
$4.66M +$13.4K +100 +0.3%
PIA
174
Pinion Investment Advisors
Kansas
$4.58M +$2.25M +16,762 +97%
JWCA
175
J.W. Cole Advisors
Florida
$4.56M +$83.8K +624 +2%