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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 %
FIA
776
Foundations Investment Advisors
Arizona
$436K -$1.81M -13,507 -81%
TSS
777
Two Sigma Securities
New York
$433K +$433K +3,223 New
WG
778
Welch Group
Alabama
$433K -$299K -2,255 -41%
SW
779
SlateStone Wealth
Florida
$430K +$807 +6 +0.2%
PMG
780
ProVise Management Group
Florida
$429K
CWC
781
Carolinas Wealth Consulting
North Carolina
$428K +$1.88K +14 +0.4%
ACA
782
Aspire Capital Advisors
Washington
$427K
HI
783
Horizon Investments
North Carolina
$424K -$20.3K -151 -5%
PWM
784
Pines Wealth Management
North Carolina
$423K +$92.6K +782 +28%
PCM
785
Parsons Capital Management
Rhode Island
$421K
NG
786
Northstar Group
New York
$420K
VCM
787
Vision Capital Management
Oregon
$416K
CWM
788
Centricity Wealth Management
Ohio
$416K
JPWM
789
Jamison Private Wealth Management
Georgia
$414K +$537 +4 +0.1%
FFWM
790
Future Financial Wealth Management
Ohio
$412K
TCM
791
Twele Capital Management
Minnesota
$411K -$2.01K -15 -0.5%
CWA
792
Continuum Wealth Advisors
New York
$411K
TWM
793
Thrive Wealth Management
Pennsylvania
$408K +$1.21K +9 +0.3%
CWA
794
Clarus Wealth Advisors
Arizona
$407K +$407K +3,236 New
MW
795
Maia Wealth
Colorado
$406K +$406K +3,219 New
MAWA
796
Moss Adams Wealth Advisors
Washington
$405K
BOJHT
797
Bank of Jackson Hole Trust
Wyoming
$404K
TA
798
TrueWealth Advisors
Alabama
$403K
AFO
799
Allie Family Office
Florida
$403K
SG
800
StoneX Group
New York
$400K +$142K +1,061 +55%