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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
BRWA
451
B. Riley Wealth Advisors
Florida
$1.25M
OAM
452
Occidental Asset Management
California
$1.25M
FAIM
453
Financial Advocates Investment Management
Washington
$1.25M
FFP
454
Freedom Financial Partners
Minnesota
$1.24M
ACA
455
Aptus Capital Advisors
Alabama
$1.23M
TWA
456
TCI Wealth Advisors
Arizona
$1.23M
ALA
457
Atlas Legacy Advisors
California
$1.22M
GC
458
Grimes & Company
Massachusetts
$1.22M
CL
459
Choreo LLC
Illinois
$1.21M
PWW
460
Pettyjohn Wood & White
Virginia
$1.2M
VCS
461
Vaughan & Co Securities
New Jersey
$1.2M
TAM
462
Titleist Asset Management
Texas
$1.19M
RIM
463
Rockbridge Investment Management
New York
$1.19M
RCAG
464
Rehmann Capital Advisory Group
Michigan
$1.19M
WFM
465
Wolff Financial Management
Michigan
$1.19M
DWM
466
Dakota Wealth Management
Florida
$1.19M
CAL
467
Capital Advisors Ltd
Ohio
$1.18M
WAG
468
Winthrop Advisory Group
Massachusetts
$1.18M
AWM
469
Apollon Wealth Management
South Carolina
$1.18M
ONST
470
Old North State Trust
North Carolina
$1.18M
MWM
471
Meridian Wealth Management
Kentucky
$1.17M
PCG
472
Prosperity Consulting Group
Maryland
$1.17M
WIC
473
Woodmont Investment Counsel
Tennessee
$1.16M
IWC
474
Infinity Wealth Counsel
Ohio
$1.16M
VWM
475
Venturi Wealth Management
Texas
$1.16M