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iShares Select Dividend ETF
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Overview Fund Activity

1,276 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
437
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
351
BNP Paribas Financial Markets
France
$1.8M +$630K +4,747 +54%
SYBT
352
Stock Yards Bank & Trust
Kentucky
$1.78M +$323K +2,430 +22%
USB
353
Union Savings Bank
Connecticut
$1.78M -$5.27K -39 -0.3%
TWC
354
TD Waterhouse Canada
Ontario, Canada
$1.78M +$228K +1,689 +15%
IAIM
355
International Assets Investment Management
Florida
$1.77M -$3.36M -25,310 -65%
VVP
356
Venture Visionary Partners
Ohio
$1.77M -$50.2K -378 -3%
LAM
357
LOM Asset Management
$1.76M +$1.76M +13,274 New
NCM
358
NCM Capital Management
New Jersey
$1.76M +$8.1K +61 +0.5%
CIC
359
Carnegie Investment Counsel
Ohio
$1.74M +$92.3K +695 +6%
DJYG
360
David J. Yvars Group
Florida
$1.74M +$247K +1,859 +17%
RSWM
361
Robertson Stephens Wealth Management
California
$1.73M +$4.91K +37 +0.3%
WTG
362
West Tower Group
Virginia
$1.73M +$1.73M +13,000 New
BlackRock
363
BlackRock
New York
$1.71M -$7.77M -58,502 -82%
SIS
364
Sound Income Strategies
Florida
$1.71M -$407K -3,063 -19%
AAS
365
Ameritas Advisory Services
Nebraska
$1.71M -$1.12M -8,466 -40%
PI
366
PFG Investments
New York
$1.71M -$62.6K -471 -4%
PS
367
Principal Securities
Iowa
$1.7M -$520K -3,916 -23%
MCA
368
MSH Capital Advisors
Arizona
$1.7M -$9.43K -71 -0.6%
CCG
369
Cypress Capital Group
Florida
$1.69M -$39.8K -300 -2%
SB
370
Simmons Bank
Arkansas
$1.68M +$32.5K +245 +2%
HCM
371
Hicks Capital Management
Ohio
$1.68M +$2.39K +18 +0.1%
WIA
372
World Investment Advisors
California
$1.68M +$29.9K +225 +2%
AWA
373
Arkadios Wealth Advisors
Georgia
$1.67M +$293K +2,204 +21%
ADL
374
Asset Dedication LLC
California
$1.65M +$2.13K +16 +0.1%
AWS
375
Atria Wealth Solutions
New York
$1.64M -$3.74M -27,911 -69%
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