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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$7.15M +$42.9K +362 +0.6%
KIA
127
KCM Investment Advisors
California
$7.09M -$15K -112 -0.2%
ST
128
Smithfield Trust
Pennsylvania
$7.06M -$26.8K -200 -0.4%
TPCW
129
TD Private Client Wealth
New York
$7.02M +$451K +3,355 +7%
GWM
130
Geneos Wealth Management
Colorado
$6.99M +$3.38M +25,202 +94%
WS
131
Wedbush Securities
California
$6.95M +$528K +3,932 +8%
SAS
132
Stelac Advisory Services
New York
$6.87M +$322K +2,397 +5%
GT
133
Glenview Trust
Kentucky
$6.59M +$240K +1,787 +4%
CAM
134
Carret Asset Management
New York
$6.5M +$45.7K +340 +0.7%
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$6.49M +$28.9K +215 +0.4%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$6.4M +$1.73M +12,908 +37%
BOH
137
Bank of Hawaii
Hawaii
$6.18M -$3.41M -25,382 -36%
OFG
138
Omega Financial Group
California
$6.17M -$388K -2,890 -6%
SB
139
SIG Brokerage
New York
$6.02M +$6.02M +44,812 New
NEAM
140
New England Asset Management
Connecticut
$5.93M
MBTD
141
Mechanics Bank - Trust Department
California
$5.88M +$280K +2,085 +5%
IA
142
IFP Advisors
Florida
$5.83M +$671K +4,994 +13%
CAAM
143
Cornerstone Advisors Asset Management
Pennsylvania
$5.76M
SFI
144
SPC Financial Inc
Maryland
$5.75M +$75.1K +559 +1%
Brown Advisory
145
Brown Advisory
Maryland
$5.73M -$101K -750 -2%
BHBT
146
Burke & Herbert Bank & Trust
Virginia
$5.58M -$83.3K -620 -1%
RG
147
Rathbones Group
United Kingdom
$5.56M +$80.6K +600 +1%
GA
148
GoalVest Advisory
New York
$5.54M +$776K +5,780 +16%
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$5.43M -$50.1K -373 -0.9%
OC
150
Oppenheimer & Co
New York
$5.42M +$90.5K +674 +2%