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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 %
VWA
1176
VSM Wealth Advisory
Maryland
$67.4K +$403 +3 +0.6%
MHR
1177
Matthew Hamilton Rosenberg
$67.1K
BAM
1178
Byrne Asset Management
New Jersey
$67.1K +$67.1K +500 New
RFS
1179
Richardson Financial Services
Massachusetts
$66.3K
MSG
1180
Main Street Group
Virginia
$66.2K +$20.5K +153 +45%
FCG
1181
Financial Connections Group
California
$66K
FFO
1182
Fortitude Family Office
Arizona
$65.8K
OP
1183
ORG Partners
Indiana
$65.5K
MG
1184
MilWealth Group
Wisconsin
$65.3K
BA
1185
Ballast Advisors
Minnesota
$64.7K
EWA
1186
EverSource Wealth Advisors
Alabama
$64.7K
NEWAS
1187
N.E.W. Advisory Services
Wisconsin
$64.5K +$64.5K +480 New
GIA
1188
GHP Investment Advisors
Colorado
$64.4K -$22.7K -169 -26%
FMTCOCP
1189
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
EWP
1190
Elevation Wealth Partners
California
$62.1K +$399 +3 +0.6%
ATC
1191
Adirondack Trust Company
New York
$60.4K
MIM
1192
MTM Investment Management
South Carolina
$60.4K
RF
1193
Rossby Financial
Florida
$60.3K +$60.3K +472 New
FPB
1194
First PREMIER Bank
South Dakota
$60K
WAG
1195
Windsor Advisory Group
Ohio
$56.7K
CWM
1196
Compass Wealth Management
Connecticut
$55.9K
TSMHT
1197
Thurston Springer Miller Herd & Titak
Indiana
$55.7K +$29.6K +220 +113%
EWM
1198
EPG Wealth Management
Georgia
$55.4K -$39.3K -293 -42%
VWM
1199
Valley Wealth Managers
New Jersey
$54.7K
GCM
1200
GKV Capital Management
California
$53.7K -$13.4K -100 -20%