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iShares Select Dividend ETF

1,287 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 439 increasing their positions, 424 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.14B → $8.96B (-$184M)

1% less funds holding

Funds holding: 1,3031,287 (-16)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

Holders
1,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$150M
Puts
$12.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
CMG Global Holdings
Texas
$3.02M
OA
227
Operose Advisors
Wisconsin
$2.99M
CAGAS
228
Capital Advisory Group Advisory Services
Minnesota
$2.96M
FPAS
229
Focus Partners Advisor Solutions
Missouri
$2.96M
EFS
230
Essex Financial Services
Connecticut
$2.94M
KFA
231
Kapstone Financial Advisors
Ohio
$2.93M
BCI
232
Brinker Capital Investments
Pennsylvania
$2.92M
HNWAG
233
High Net Worth Advisory Group
Florida
$2.92M
SS
234
SBI Securities
Japan
$2.91M
MPCL
235
My Personal CFO LLC
Washington
$2.91M
Wealthfront Advisers
236
Wealthfront Advisers
California
$2.88M
GS
237
GTS Securities
New York
$2.84M
MMG
238
Monetary Management Group
Missouri
$2.82M
HSA
239
HBK Sorce Advisory
Pennsylvania
$2.81M
WSFS
240
Wilmington Savings Fund Society
Delaware
$2.8M
CHC
241
City Holding Co
West Virginia
$2.8M
NCM
242
Narwhal Capital Management
Georgia
$2.78M
PIA
243
Pinion Investment Advisors
Kansas
$2.75M
SPC
244
Sigma Planning Corp
Michigan
$2.75M
SCA
245
Snowden Capital Advisors
New York
$2.71M
IC
246
IEQ Capital
California
$2.71M
AT
247
Arlington Trust
Alabama
$2.69M
PL
248
Plancorp LLC
Missouri
$2.68M
ICM
249
IMS Capital Management
Oregon
$2.66M
PCA
250
Pallas Capital Advisors
Massachusetts
$2.66M