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iShares Select Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$26.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$24.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$12.8M
4
Goldman Sachs
Goldman Sachs
New York
+$10.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$10.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$37.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.8M
3
Wells Fargo
Wells Fargo
California
-$29.4M
4
Morgan Stanley
Morgan Stanley
New York
-$26.6M
5
Charles Schwab
Charles Schwab
California
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$47.5M -$4.28M -31,845 -8%
MHI
27
Miller Howard Investments
New York
$47.2M -$19.8M -147,656 -30%
Osaic Holdings
28
Osaic Holdings
Arizona
$40.7M +$6.66M +49,545 +20%
Stifel Financial
29
Stifel Financial
Missouri
$40.4M -$837K -6,230 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$40.2M -$335K -2,493 -0.8%
ANTB
31
AMG National Trust Bank
Colorado
$40M +$335K +2,493 +0.8%
Creative Planning
32
Creative Planning
Kansas
$39.4M +$2.4M +17,853 +6%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$38.9M +$5.9M +43,932 +18%
CB
34
Commerce Bank
Missouri
$38.7M -$457K -3,406 -1%
HNB
35
Huntington National Bank
Ohio
$37.9M -$37.2M – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$36.7M -$1.96M -14,585 -5%
MP
37
Moment Partners
California
$35M -$569K -4,236 -2%
GT
38
Glenmede Trust
Pennsylvania
$33.4M +$224K +1,666 +0.7%
M&T Bank
39
M&T Bank
New York
$31.5M -$61.4K -457 -0.2%
LIA
40
LBMC Investment Advisors
Tennessee
$31M -$362K -2,696 -1%
AssetMark Inc
41
AssetMark Inc
California
$30.1M -$880K -6,556 -3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$29.6M +$120K +892 +0.4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$28.8M +$174K +1,296 +0.6%
SF
44
Synovus Financial
Georgia
$27.4M -$1.31M -9,749 -5%
SCA
45
St. Clair Advisors
Ohio
$27.4M +$578K +4,301 +2%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$27.3M -$5.71M -42,524 -17%
EIP
47
Ellis Investment Partners
Pennsylvania
$27.2M -$2.07M -15,425 -7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$26.9M +$1.29M +9,632 +5%
PAG
49
Private Advisor Group
New Jersey
$26.5M -$25.1M -186,647 -49%
Corient Private Wealth
50
Corient Private Wealth
Florida
$26.4M +$12.8M +95,555 +95%
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