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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
BWA
426
Blodgett Wealth Advisors
California
$1.35M
CT
427
Caldwell Trust
Florida
$1.35M
SVWAG
428
Sound View Wealth Advisors Group
Georgia
$1.34M
NL
429
NWAM LLC
Washington
$1.34M
TF
430
Tompkins Financial
New York
$1.32M
TPI
431
Trust Point Inc
Wisconsin
$1.32M
RBC
432
Romano Brothers & Co
Illinois
$1.32M
KP
433
Keel Point
Alabama
$1.32M
FFN
434
Focus Financial Network
Minnesota
$1.31M
WT
435
Whittier Trust
California
$1.31M
CWM
436
Challenger Wealth Management
California
$1.31M
FNB
437
Farmers National Bank
Kentucky
$1.31M
XF
438
XML Financial
Maryland
$1.3M
VCM
439
Viewpoint Capital Management
Washington
$1.3M
BAM
440
Belpointe Asset Management
Nevada
$1.29M
SMC
441
Smith, Moore & Co
Missouri
$1.29M
FGA
442
Fortis Group Advisors
New Jersey
$1.29M
PS
443
Planned Solutions
California
$1.28M
MIP
444
Marietta Investment Partners
Wisconsin
$1.28M
MFIM
445
Mesirow Financial Investment Management
Illinois
$1.28M
CFS
446
CRA Financial Services
New Jersey
$1.28M
JAG
447
Journey Advisory Group
Kentucky
$1.28M
CA
448
Continuum Advisory
Idaho
$1.27M
RPCONE
449
Retirement Planning Company of New England
Rhode Island
$1.26M
AWMG
450
ADG Wealth Management Group
Louisiana
$1.26M