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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 %
TF
426
Tompkins Financial
New York
$1.32M – – –
TPI
427
Trust Point Inc
Wisconsin
$1.32M +$29.1K +219 +2%
RBC
428
Romano Brothers & Co
Illinois
$1.32M – – –
KP
429
Keel Point
Alabama
$1.32M +$5.98K +45 +0.5%
FFN
430
Focus Financial Network
Minnesota
$1.31M -$9.03K -68 -0.7%
WT
431
Whittier Trust
California
$1.31M – – –
CWM
432
Challenger Wealth Management
California
$1.31M -$47.1K -355 -3%
FNB
433
Farmers National Bank
Kentucky
$1.31M -$66K -497 -5%
XF
434
XML Financial
Maryland
$1.3M -$5.05K -38 -0.4%
VCM
435
Viewpoint Capital Management
Washington
$1.3M +$7.17K +54 +0.6%
BAM
436
Belpointe Asset Management
Nevada
$1.29M -$63.8K -480 -5%
SMC
437
Smith, Moore & Co
Missouri
$1.29M +$66.5K +501 +5%
FGA
438
Fortis Group Advisors
New Jersey
$1.29M -$1.45M -10,762 -53%
PS
439
Planned Solutions
California
$1.28M +$3.32K +25 +0.3%
MIP
440
Marietta Investment Partners
Wisconsin
$1.28M – – –
MFIM
441
Mesirow Financial Investment Management
Illinois
$1.28M +$13K +98 +1%
CFS
442
CRA Financial Services
New Jersey
$1.28M +$12.1K +91 +1%
JAG
443
Journey Advisory Group
Kentucky
$1.28M -$13.3K -100 -1%
CA
444
Continuum Advisory
Idaho
$1.27M +$68.7K +517 +6%
RPCONE
445
Retirement Planning Company of New England
Rhode Island
$1.26M +$2.13K +16 +0.2%
AWMG
446
ADG Wealth Management Group
Louisiana
$1.26M +$9.7K +73 +0.8%
BRWA
447
B. Riley Wealth Advisors
Florida
$1.25M +$1.25M +9,434 New
OAM
448
Occidental Asset Management
California
$1.25M -$13.1K -99 -1%
FAIM
449
Financial Advocates Investment Management
Washington
$1.25M -$486K -3,662 -28%
FFP
450
Freedom Financial Partners
Minnesota
$1.24M +$7.04K +53 +0.6%
16 17
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