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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
SWA
276
Sax Wealth Advisors
New Jersey
$2.43M
SFS
277
Sowell Financial Services
Arkansas
$2.42M
TFS
278
Thoroughbred Financial Services
Tennessee
$2.4M
WB
279
WesBanco Bank
West Virginia
$2.39M
LFAS
280
Level Four Advisory Services
Texas
$2.39M
MFWP
281
Mosaic Family Wealth Partners
Missouri
$2.39M
SSW
282
Smith Shellnut Wilson
Mississippi
$2.35M
WAM
283
Weinberger Asset Management
California
$2.34M
FAM
284
Flaharty Asset Management
Florida
$2.29M
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$2.28M
HCM
286
Howland Capital Management
Massachusetts
$2.27M
TCA
287
Trifecta Capital Advisors
Illinois
$2.25M
PNC
288
Park National Corp
Ohio
$2.23M
GFP
289
Gryphon Financial Partners
Ohio
$2.23M
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$2.23M
FFS
291
Founders Financial Securities
Maryland
$2.22M
PAA
292
Peregrine Asset Advisers
Oregon
$2.22M
HSBC Holdings
293
HSBC Holdings
United Kingdom
$2.2M
GI
294
GAMCO Investors
Connecticut
$2.19M
BCA
295
Bay Colony Advisors
Massachusetts
$2.18M
FHA
296
First Horizon Advisors
Tennessee
$2.18M
PA
297
Parallel Advisors
California
$2.17M
ES
298
Eagle Strategies
New York
$2.17M
SI
299
Stephens Inc
Arkansas
$2.15M
DWG
300
Darden Wealth Group
Michigan
$2.15M