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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 %
FCBT
226
First Citizens Bank & Trust
North Carolina
$3.16M -$94.1K -701 -3%
TFG
227
Taylor Financial Group
Virginia
$3.15M +$244K +1,819 +8%
WWM
228
Wolff Wiese Magana
California
$3.13M -$9.13K -68 -0.3%
JIC
229
Joel Isaacson & Co
New York
$3.11M +$4.83K +36 +0.2%
SPC
230
Sigma Planning Corp
Michigan
$3.1M -$354K -2,637 -10%
JWA
231
JFS Wealth Advisors
Pennsylvania
$3.09M +$3.89K +29 +0.1%
MWM
232
Mission Wealth Management
California
$3.08M -$126K -942 -4%
AF
233
Allworth Financial
California
$3.08M +$86K +670 +3%
HNWAG
234
High Net Worth Advisory Group
Florida
$3.04M -$68.6K -511 -2%
EFS
235
Essex Financial Services
Connecticut
$3.04M -$1.1M -8,155 -27%
MCCA
236
Mill Creek Capital Advisors
Pennsylvania
$3.04M +$17.6K +131 +0.6%
OA
237
Operose Advisors
Wisconsin
$3M +$20.7K +154 +0.7%
EWA
238
EP Wealth Advisors
California
$2.98M -$83K -618 -3%
KFA
239
Kapstone Financial Advisors
Ohio
$2.97M -$5.1K -38 -0.2%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$2.95M +$143K +1,065 +5%
SS
241
SBI Securities
Japan
$2.94M -$4.57K -34 -0.2%
MPCL
242
My Personal CFO LLC
Washington
$2.93M +$5.24K +39 +0.2%
FA
243
Flagstar Advisors
New York
$2.93M -$356K -2,648 -11%
HSA
244
HBK Sorce Advisory
Pennsylvania
$2.9M -$104K -777 -3%
SSW
245
Smith Shellnut Wilson
Mississippi
$2.88M -$101K -750 -3%
CHC
246
City Holding Co
West Virginia
$2.87M -$54.4K -405 -2%
CWS
247
Cypress Wealth Services
California
$2.86M -$127K -948 -4%
DADC
248
D.A. Davidson & Co
Montana
$2.86M +$469K +3,493 +20%
MMG
249
Monetary Management Group
Missouri
$2.85M +$302K +2,250 +12%
AAS
250
Ameritas Advisory Services
Nebraska
$2.82M -$369K -2,793 -12%