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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
CCWA
251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M
FA
252
Flagstar Advisors
New York
$2.65M
HTC
253
Haverford Trust Company
Pennsylvania
$2.64M
HBW
254
Hazlett, Burt & Watson
West Virginia
$2.63M
BAM
255
Berkshire Asset Management
Pennsylvania
$2.62M
CPIG
256
Chicago Partners Investment Group
Illinois
$2.6M
CGA
257
Crescent Grove Advisors
Illinois
$2.59M
TCA
258
Transcend Capital Advisors
New Jersey
$2.57M
WA
259
Waverly Advisors
Alabama
$2.57M
WB
260
Webster Bank
Connecticut
$2.56M
PFT
261
Providence First Trust
Arizona
$2.56M
IA
262
IFC Advisors
California
$2.54M
CTC
263
Corundum Trust Company
South Dakota
$2.53M
ZF
264
Zhang Financial
Michigan
$2.52M
AQR Capital Management
265
AQR Capital Management
Connecticut
$2.51M
CAG
266
Csenge Advisory Group
Florida
$2.5M
TRCT
267
Tower Research Capital (TRC)
New York
$2.5M
GPW
268
Gentry Private Wealth
Kansas
$2.5M
FNBT
269
FineMark National Bank & Trust
Florida
$2.49M
WTC
270
WhitTier Trust Company
Nevada
$2.48M
CWS
271
Cypress Wealth Services
California
$2.48M
LSC
272
Logan Stone Capital
Illinois
$2.47M
NW
273
NewEdge Wealth
Pennsylvania
$2.44M
CIA
274
Caerus Investment Advisors
Texas
$2.44M
MT
275
Midwest Trust
Kansas
$2.44M