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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 %
KWM
676
Kingsview Wealth Management
Oregon
$589K +$5.24K +39 +0.9%
SW
677
SkyOak Wealth
Michigan
$587K -$18.5K -138 -3%
MPI
678
Mairs & Power Inc
Minnesota
$575K
NWMG
679
Nicholson Wealth Management Group
South Carolina
$574K
FG
680
Fiduciary Group
Georgia
$573K
NFG
681
Nations Financial Group
Iowa
$571K -$671 -5 -0.1%
Millennium Management
682
Millennium Management
New York
$571K +$571K +4,253 New
RWM
683
Rockwood Wealth Management
Pennsylvania
$571K +$200K +1,491 +54%
AB
684
ANB Bank
Colorado
$569K -$1.75K -13 -0.3%
AMCA
685
Arthur M. Cohen & Associates
Illinois
$567K -$43.8K -326 -7%
ALA
686
Atlas Legacy Advisors
California
$567K
WCG
687
Weaver Consulting Group
California
$565K -$11.3K -84 -2%
APA
688
Astoria Portfolio Advisors
New York
$565K +$20.7K +163 +4%
TA
689
TFB Advisors
Kansas
$565K +$3.76K +28 +0.7%
SBIA
690
Sheaff Brock Investment Advisors
Indiana
$564K -$47K -350 -8%
BAM
691
Bellevue Asset Management
Washington
$564K +$77.9K +580 +16%
BBHC
692
Brown Brothers Harriman & Co
New York
$564K -$83.9K -625 -13%
TCOV
693
Trust Company of Vermont
Vermont
$561K +$144K +1,072 +34%
MIA
694
MainStreet Investment Advisors
Illinois
$556K +$556K +4,143 New
MA
695
Mezzasalma Advisors
New Jersey
$556K +$3.36K +25 +0.6%
HWMG
696
Hurlow Wealth Management Group
Indiana
$548K -$12.1K -90 -2%
JIP
697
Jaffetilchin Investment Partners
Florida
$546K +$3.36K +25 +0.6%
SWM
698
Selective Wealth Management
Virginia
$545K +$2.48K +20 +0.5%
PCA
699
Peddock Capital Advisors
Massachusetts
$543K -$1.21K -9 -0.2%
RIA
700
Realta Investment Advisors
Delaware
$540K -$9.67K -72 -2%