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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 %
NRG
1251
Nemes Rush Group
Michigan
$19.3K
CMBA
1252
C.M. Bidwell & Associates
Hawaii
$18.8K
FM
1253
Family Management
New York
$17.6K
CWM
1254
Consultiva Wealth Management
Puerto Rico
$17.1K
HWA
1255
HHM Wealth Advisors
Tennessee
$16.5K -$537 -4 -3%
ZRP
1256
Zynergy Retirement Planning
New Jersey
$15.9K
FP
1257
Financial Perspectives
Minnesota
$15.4K
TFGT
1258
TS Financial Group (TSFG)
Illinois
$15K
HFM
1259
Hartford Financial Management
Connecticut
$14.8K
PAG
1260
Paladin Advisory Group
Iowa
$14.5K
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.2K
QPBE
1262
Quintet Private Bank (Europe)
Luxembourg
$13.4K -$6.72K -50 -33%
MSFP
1263
Mark Sheptoff Financial Planning
Connecticut
$13.4K
HR
1264
Howe & Rusling
New York
$13.4K +$13.4K +100 New
DAM
1265
Delta Asset Management
Tennessee
$13.2K +$3.09K +23 +31%
HFS
1266
Hughes Financial Services
Virginia
$13K +$13K +97 New
JFA
1267
JNBA Financial Advisors
Minnesota
$12.2K -$15.2K -113 -55%
AEPWM
1268
Atlantic Edge Private Wealth Management
Florida
$12.1K
SVCP
1269
Silicon Valley Capital Partners
California
$11.7K
VWM
1270
Vermillion Wealth Management
Minnesota
$10.9K
BA
1271
Bellwether Advisors
Nebraska
$10.3K
Allspring Global Investments
1272
Allspring Global Investments
North Carolina
$10.1K +$10.1K +75 New
RF
1273
Robbins Farley
New Hampshire
$10.1K
IWM
1274
Inlight Wealth Management
Georgia
$9.8K +$9.8K +73 New
TCM
1275
TD Capital Management
Tennessee
$9.8K +$134 +1 +1%