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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
AWM
326
Aberdeen Wealth Management
Illinois
$2.01M
PBK
327
Peoples Bank (Kansas)
Kansas
$2.01M
MFA
328
Mayflower Financial Advisors
Massachusetts
$2M
APWA
329
Atlas Private Wealth Advisors
New Jersey
$1.97M
FCP
330
Fidelis Capital Partners
Florida
$1.96M
EWM
331
Evercore Wealth Management
New York
$1.92M
WT
332
Washington Trust
Rhode Island
$1.91M
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$1.91M
Citigroup
334
Citigroup
New York
$1.91M
EIA
335
Eldridge Investment Advisors
New Hampshire
$1.9M
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.9M
CGH
337
Crossmark Global Holdings
Texas
$1.89M
STA
338
Summit Trail Advisors
New York
$1.89M
OIA
339
OneDigital Investment Advisors
Kansas
$1.88M
SAF
340
Smith Anglin Financial
Texas
$1.88M
OPCM
341
Osborne Partners Capital Management
California
$1.88M
RWA
342
Redmont Wealth Advisors
Illinois
$1.87M
EAM
343
Evanson Asset Management
California
$1.87M
PCA
344
Private Capital Advisors
Connecticut
$1.86M
SWP
345
Stratos Wealth Partners
Ohio
$1.84M
CPIA
346
Cornell Pochily Investment Advisors
New York
$1.82M
COFSG
347
Carbahal Olsen Financial Services Group
California
$1.82M
FHA
348
Flagship Harbor Advisors
Massachusetts
$1.82M
IAG
349
Investment Advisory Group
Massachusetts
$1.81M
GCA
350
Gallagher Capital Advisors
Texas
$1.81M