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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 %
TPA
651
Trivium Point Advisory
Connecticut
$640K +$269K +2,001 +72%
PGA
652
Portland Global Advisors
Maine
$638K
IRC
653
Investors Research Corp
Georgia
$638K
WAM
654
Weatherly Asset Management
California
$633K -$13.4K -100 -2%
GVAG
655
Great Valley Advisor Group
Delaware
$633K -$4.43K -33 -0.7%
MWM
656
MGB Wealth Management
Texas
$633K +$43.8K +326 +7%
FFW
657
Fusion Family Wealth
New York
$627K +$403 +3 +0.1%
BFC
658
Bedel Financial Consulting
Indiana
$625K
KWS
659
Keystone Wealth Services
California
$624K -$537 -4 -0.1%
SWA
660
Strategies Wealth Advisors
Michigan
$623K +$6.72K +50 +1%
SCTC
661
Sanibel Captiva Trust Company
Florida
$619K +$94K +700 +18%
WAM
662
WFA Asset Management
Wisconsin
$617K +$581K +4,714 +1,587%
SWM
663
Spire Wealth Management
Virginia
$617K +$7.12K +53 +1%
FWM
664
Fonville Wealth Management
Virginia
$615K +$40.3K +312 +7%
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$615K +$615K +4,576 New
SC
666
SouthState Corp
Florida
$613K -$152K -1,129 -20%
MSWM
667
Mowery & Schoenfeld Wealth Management
Illinois
$610K
DP
668
Dearborn Partners
Illinois
$609K +$7.39K +55 +1%
CWM
669
Cahaba Wealth Management
Georgia
$609K +$3.36K +25 +0.6%
WA
670
Wambolt & Associates
Colorado
$606K -$38K -283 -6%
CFP
671
Catalyst Financial Partners
Massachusetts
$600K
CIA
672
Compass Ion Advisors
Pennsylvania
$598K -$94K -700 -14%
CF
673
Centaurus Financial
California
$597K -$7.25K -54 -1%
HWA
674
Heartwood Wealth Advisors
Virginia
$595K -$12K -89 -2%
SFS
675
Summit Financial Strategies
Ohio
$590K