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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 %
SWA
276
Sax Wealth Advisors
New Jersey
$2.51M +$390K +2,904 +18%
FCI
277
Financial Counselors Inc
Kansas
$2.51M -$458K -3,408 -15%
CCWA
278
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M
Wealthfront Advisers
279
Wealthfront Advisers
California
$2.49M -$168K -1,250 -6%
YCG
280
Yeomans Consulting Group
Georgia
$2.47M +$41.4K +308 +2%
CIA
281
Caerus Investment Advisors
Texas
$2.46M
LFAS
282
Level Four Advisory Services
Texas
$2.46M -$54.8K -408 -2%
CPIG
283
Chicago Partners Investment Group
Illinois
$2.42M +$624K +4,829 +35%
MFWP
284
Mosaic Family Wealth Partners
Missouri
$2.4M +$31.6K +235 +1%
WAM
285
Weinberger Asset Management
California
$2.38M -$49.4K -368 -2%
CAG
286
Csenge Advisory Group
Florida
$2.37M +$20.4K +162 +0.9%
WTC
287
WhitTier Trust Company
Nevada
$2.34M +$319K +2,374 +16%
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$2.33M -$94.1K -701 -4%
CGH
289
CMG Global Holdings
Texas
$2.33M +$57.1K +445 +3%
HCM
290
Howland Capital Management
Massachusetts
$2.33M -$33.8K -252 -1%
APWA
291
Atlas Private Wealth Advisors
New Jersey
$2.3M +$272K +2,022 +13%
MMA
292
Miracle Mile Advisors
California
$2.3M -$495K -3,689 -18%
TCM
293
Traynor Capital Management
Pennsylvania
$2.28M -$291K -2,168 -11%
DWG
294
Darden Wealth Group
Michigan
$2.27M +$104K +778 +5%
PNC
295
Park National Corp
Ohio
$2.26M
BCA
296
Bay Colony Advisors
Massachusetts
$2.24M -$139K -1,044 -6%
ATPW
297
Ashton Thomas Private Wealth
Arizona
$2.24M +$15.8K +118 +0.7%
TWP
298
Tempus Wealth Planning
California
$2.22M +$26.5K +197 +1%
Mirae Asset Global Investments
299
Mirae Asset Global Investments
South Korea
$2.22M -$212K -1,600 -9%
HSBC Holdings
300
HSBC Holdings
United Kingdom
$2.21M -$94.9K -707 -4%