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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 %
TC
551
TownSquare Capital
Utah
$904K +$210K +1,563 +30%
TNB
552
Thomasville National Bank
Georgia
$897K -$36.1K -269 -4%
SSWM
553
Strait & Sound Wealth Management
California
$895K
IA
554
Integrity Alliance
Iowa
$888K +$626K +4,664 +239%
RPGK
555
Retirement Planning Group (Kansas)
Kansas
$884K -$24K -179 -3%
WPW
556
Waldron Private Wealth
Pennsylvania
$881K +$124K +926 +16%
ST
557
Sageworth Trust
Pennsylvania
$880K
RBFC
558
Roman Butler Fullerton & Co
Missouri
$878K +$17.6K +140 +2%
JWM
559
Jupiter Wealth Management
Colorado
$870K
FPCP
560
Fort Point Capital Partners
California
$868K +$4.83K +36 +0.6%
CGPCS
561
Capital Group Private Client Services
California
$867K -$19.1K -142 -2%
ITIM
562
Indiana Trust & Investment Management
Indiana
$866K
OHWP
563
Oak Harbor Wealth Partners
North Carolina
$861K -$6.71K -50 -0.8%
MWM
564
Mascoma Wealth Management
New Hampshire
$861K -$602K -4,486 -41%
SMFG
565
Sumitomo Mitsui Financial Group
Japan
$858K -$9.67K -72 -1%
WDG
566
Wealth Dimensions Group
Ohio
$858K -$4.84K -36 -0.6%
AGC
567
Aspen Grove Capital
Colorado
$857K
AWM
568
Able Wealth Management
New Jersey
$854K
BFS
569
Bradley Foster & Sargent
Connecticut
$849K -$44.7K -333 -5%
PFA
570
Pathway Financial Advisers
Indiana
$847K -$1.75K -13 -0.2%
CF
571
Claris Financial
Virginia
$840K
AL
572
Aspiriant LLC
California
$839K +$19.7K +147 +2%
IC
573
Iconiq Capital
California
$839K +$4.57K +34 +0.5%
OAS
574
Optivise Advisory Services
Tennessee
$839K -$174K -1,296 -17%
MWM
575
Modera Wealth Management
New Jersey
$838K -$257K -1,914 -23%