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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
DC
301
Diametric Capital
Massachusetts
$2.14M
SS
302
Sunbelt Securities
Texas
$2.14M
EW
303
Evoke Wealth
California
$2.13M
FSA
304
Franklin Street Advisors
North Carolina
$2.13M
TCM
305
Traynor Capital Management
Pennsylvania
$2.12M
TWP
306
Tempus Wealth Planning
California
$2.11M
CFP
307
Cascade Financial Partners
California
$2.11M
MFG
308
Magnus Financial Group
New York
$2.11M
SWP
309
Summit Wealth Partners
Florida
$2.11M
B
310
Bensler
Washington
$2.09M
NSCM
311
New South Capital Management
Tennessee
$2.08M
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M
LPT
313
Legacy Private Trust
Wisconsin
$2.06M
KWM
314
Kaydan Wealth Management
Michigan
$2.05M
CRC
315
Curi RMB Capital
Illinois
$2.05M
CCM
316
Coldstream Capital Management
Washington
$2.05M
IBOK
317
Independence Bank of Kentucky
Kentucky
$2.05M
FCFC
318
First Commonwealth Financial Corp
Pennsylvania
$2.05M
OA
319
Oxbow Advisors
Texas
$2.04M
CAM
320
Cozad Asset Management
Illinois
$2.04M
WCM
321
WealthBridge Capital Management
Ohio
$2.03M
AMG
322
Asset Management Group
Connecticut
$2.03M
SIC
323
Salem Investment Counselors
North Carolina
$2.03M
YCG
324
Yeomans Consulting Group
Georgia
$2.03M
CNBT
325
Canandaigua National Bank & Trust
New York
$2.03M