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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 %
AAS
76
Avantax Advisory Services
Texas
$14M +$415K +3,093 +3%
RRA
77
Round Rock Advisors
Connecticut
$13.8M +$1.87M +13,929 +16%
KL
78
KWMG LLC
Kansas
$13.3M +$117K +873 +0.9%
PFP
79
Pinnacle Financial Partners
Tennessee
$13.2M +$196K +1,456 +2%
Charles Schwab
80
Charles Schwab
California
$13.2M -$25.5M -190,088 -66%
EH
81
Equitable Holdings
New York
$13M +$302K +2,249 +2%
BPA
82
Beacon Pointe Advisors
California
$12.9M +$92.5K +689 +0.7%
PIA
83
Powell Investment Advisors
Florida
$12.6M +$124K +924 +1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$12.1M -$344K -2,563 -3%
SPIA
85
Steward Partners Investment Advisory
New York
$11.9M +$331K +2,462 +3%
Lido Advisors
86
Lido Advisors
California
$11.8M -$52.1K -388 -0.4%
MGIA
87
Moneta Group Investment Advisors
Missouri
$11.8M +$1.21K +9 +0%
CAM
88
Cresset Asset Management
Illinois
$11.7M +$726K +5,405 +7%
MCM
89
MAI Capital Management
Ohio
$11.4M -$529K -3,942 -4%
JWM
90
JGP Wealth Management
Oregon
$11.3M +$581K +4,329 +5%
NSIM
91
North Star Investment Management
Illinois
$10.7M +$29.5K +220 +0.3%
NA
92
NewEdge Advisors
Louisiana
$10.4M +$12K +89 +0.1%
ONB
93
Old National Bancorp
Indiana
$10.1M -$1.54M -11,487 -13%
SWA
94
SOA Wealth Advisors
New York
$9.88M -$47.1K -351 -0.5%
ASN
95
Advisory Services Network
Georgia
$9.8M +$59.9K +446 +0.6%
AIM
96
Allen Investment Management
New York
$9.8M
PCIA
97
Prime Capital Investment Advisors
Kansas
$9.68M +$2.28M +16,998 +31%
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
$9.62M +$3.27M +24,370 +52%
BlackRock
99
BlackRock
New York
$9.59M -$12.9M -96,116 -57%
LW
100
Linscomb Wealth
Texas
$9.52M -$183K -1,359 -2%