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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 %
MWPCG
1326
Measured Wealth Private Client Group
New Hampshire
-$267K -2,031 Closed
TGAM
1327
TBH Global Asset Management
Tennessee
-$260K -1,978 Closed
AT
1328
American Trust
Kentucky
-$257K -1,960 Closed
FBT
1329
First Bankers Trust
Kentucky
-$245K -1,868 Closed
SCM
1330
Sunbeam Capital Management
Georgia
-$245K -1,865 Closed
DAS
1331
Diversify Advisory Services
Utah
-$230K -1,789 Closed
CCA
1332
Cobblestone Capital Advisors
New York
-$234K -1,780 Closed
UB
1333
Umpqua Bank
Oregon
-$229K -1,750 Closed
RPSA
1334
Richard P. Slaughter Associates
Texas
-$225K -1,711 Closed
RZH
1335
Relyea Zuckerberg Hanson
Connecticut
-$225K -1,711 Closed
MPM
1336
Meritage Portfolio Management
Kansas
-$223K -1,700 Closed
CJL
1337
Cyrus J. Lawrence
New York
-$220K -1,680 Closed
GWM
1338
Gitterman Wealth Management
New Jersey
-$216K -1,643 Closed
IWA
1339
IBEX Wealth Advisors
New Jersey
-$213K -1,624 Closed
CWS
1340
Confluence Wealth Services
Pennsylvania
-$216K -1,612 Closed
PMG
1341
Private Management Group
California
-$207K -1,577 Closed
PFWA
1342
Paces Ferry Wealth Advisors
Georgia
-$206K -1,571 Closed
KA
1343
Kovack Advisors
Florida
-$203K -1,547 Closed
CAS
1344
Coppell Advisory Solutions
Texas
-$202K -1,543 Closed
SPI
1345
Santori & Peters Inc
Pennsylvania
-$202K -1,535 Closed
EW
1346
Element Wealth
Mississippi
-$188K -1,431 Closed
QC
1347
Quent Capital
New York
-$144K -1,100 Closed
EC
1348
Elequin Capital
New York
-$138K -1,048 Closed
VAG
1349
VisionPoint Advisory Group
Texas
-$133K -1,015 Closed
FIA
1350
FPC Investment Advisory
California
-$136K -1,010 Closed