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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 %
TWP
401
Tyche Wealth Partners
Texas
$1.5M +$114K +861 +8%
PWP
402
Precedent Wealth Partners
Texas
$1.49M +$10.2K +77 +0.7%
Deutsche Bank
403
Deutsche Bank
Germany
$1.48M – – –
GIA
404
Gladstone Institutional Advisory
Florida
$1.48M -$255K -1,919 -15%
PWM
405
Perigon Wealth Management
California
$1.47M -$58K -437 -4%
FHWM
406
Fox Hill Wealth Management
Massachusetts
$1.47M +$20.2K +152 +1%
HFA
407
High Falls Advisors
New York
$1.46M -$531 -4 -0%
WF
408
Welch & Forbes
Massachusetts
$1.46M +$34.5K +260 +2%
RWP
409
RWA Wealth Partners
Massachusetts
$1.46M -$2.39K -18 -0.2%
GTAM
410
Global Trust Asset Management
Florida
$1.45M -$296K -2,231 -17%
BEI
411
Benjamin Edwards Inc
Missouri
$1.45M -$12.6K -95 -0.9%
Natixis Advisors
412
Natixis Advisors
Massachusetts
$1.44M +$1.44M +10,870 New
BFPW
413
BOK Financial Private Wealth
Colorado
$1.44M – – –
IWP
414
Invenio Wealth Partners
Florida
$1.44M +$121K +910 +9%
VA
415
VestGen Advisors
Illinois
$1.43M – – –
VCA
416
Verdence Capital Advisors
Maryland
$1.42M +$531 +4 +0%
NP
417
NorthRock Partners
Minnesota
$1.41M +$130K +981 +10%
FTUS
418
Flow Traders U.S.
New York
$1.41M +$1.41M +10,578 New
VPP
419
Vertex Planning Partners
Illinois
$1.38M -$62.9K -474 -4%
SC
420
Savant Capital
Illinois
$1.38M -$91.4K -688 -6%
AAMC
421
Asset Allocation & Management Company
Illinois
$1.36M – – –
WWC
422
Waypoint Wealth Counsel
Georgia
$1.35M +$4.25K +32 +0.3%
BWA
423
Blodgett Wealth Advisors
California
$1.35M -$53.1K -400 -4%
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$1.34M -$8.77K -66 -0.6%
NL
425
NWAM LLC
Washington
$1.34M -$94.7K -698 -7%
15 16
17
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