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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 %
NSAM
1026
North Star Asset Management
Wisconsin
$230K
DDC
1027
DF Dent & Co
Maryland
$229K
TIA
1028
Traphagen Investment Advisors
New Jersey
$229K +$269 +2 +0.1%
GSWM
1029
Golden State Wealth Management
California
$228K -$1.48K -11 -0.6%
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$228K -$15.2K -113 -6%
HPBT
1031
Hickory Point Bank & Trust
Illinois
$228K
PSB
1032
Piscataqua Savings Bank
New Hampshire
$227K -$16.1K -120 -7%
OWA
1033
Octavia Wealth Advisors
Ohio
$227K
NAG
1034
Northstar Advisory Group
New Jersey
$227K -$4.43K -33 -2%
CWM
1035
Chemistry Wealth Management
New York
$226K
UPS
1036
UHLMANN PRICE SECURITIES
Illinois
$226K
FF
1037
Francis Financial
$225K
MC
1038
Middleton & Co
Massachusetts
$225K
SWMG
1039
Sard Wealth Management Group
Georgia
$224K +$671 +5 +0.3%
IIL
1040
Insight Inv LLC
California
$223K
CCT
1041
Capital City Trust
Florida
$222K -$76.5K -570 -26%
RFO
1042
RiverGlades Family Offices
Florida
$222K
PPW
1043
Pasadena Private Wealth
California
$222K +$671 +5 +0.3%
SHGA
1044
Sand Hill Global Advisors
California
$221K
FC
1045
Forte Capital
New York
$221K -$23.5K -175 -10%
CPP
1046
Capasso Planning Partners
South Carolina
$221K +$1.75K +13 +0.8%
MCM
1047
Morton Capital Management
California
$220K
PFM
1048
Phillips Financial Management
Indiana
$219K
FMC
1049
First Merchants Corp
Indiana
$219K
AWAG
1050
ARS Wealth Advisors Group
Florida
$219K -$6.71K -50 -3%