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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 %
BF
726
Baring Financial
Washington
$491K -$29K -216 -6%
RTL
727
Red Tortoise LLC
Georgia
$488K +$403 +3 +0.1%
BSA
728
Bull Street Advisors
Georgia
$487K
PWM
729
Provident Wealth Management
Tennessee
$487K -$24K -179 -5%
PA
730
Procyon Advisors
Connecticut
$485K +$50K +372 +11%
BSB
731
Bangor Savings Bank
Maine
$484K -$537 -4 -0.1%
MLL
732
Moody Lynn & Lieberson
Massachusetts
$483K
RL
733
Rogco LP
Oklahoma
$482K
Toronto Dominion Bank
734
Toronto Dominion Bank
Ontario, Canada
$479K +$479K +3,565 +71,300%
FIG
735
FSA Investment Group
Florida
$478K +$3.76K +28 +0.8%
ICP
736
Interchange Capital Partners
Pennsylvania
$476K -$6.04K -45 -1%
TCWM
737
Total Clarity Wealth Management
Illinois
$475K
EWA
738
Exencial Wealth Advisors
Oklahoma
$472K -$126K -937 -21%
MM
739
Main Management
California
$471K
HCP
740
Hexagon Capital Partners
Arkansas
$471K
NWA
741
Navis Wealth Advisors
New York
$471K +$806 +6 +0.2%
BONH
742
Bank of New Hampshire
New Hampshire
$470K
MPW
743
Monterey Private Wealth
California
$470K -$17.7K -132 -4%
1WA
744
180 Wealth Advisors
Washington
$469K -$1.07K -8 -0.2%
WPA
745
West Paces Advisors
Georgia
$469K
JWCA
746
J.W. Coons Advisors
Ohio
$469K
TFM
747
TFC Financial Management
Massachusetts
$468K +$450K +3,351 +2,464%
SF
748
Summit Financial
New Jersey
$465K +$2.69K +20 +0.6%
IP
749
Investment Partners
Ohio
$465K +$537 +4 +0.1%
VWWMG
750
Vermillion & White Wealth Management Group
Pennsylvania
$463K -$67.1K -500 -13%