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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
EFG
476
Embree Financial Group
Illinois
$1.16M
KBFS
477
Kohmann Bosshard Financial Services
Ohio
$1.16M
AI
478
Accredited Investors
Minnesota
$1.14M
PWP
479
Perfromance Wealth Partners
Illinois
$1.14M
PTP
480
Platform Technology Partners
New York
$1.13M
AIP
481
ARS Investment Partners
New York
$1.13M
ORC
482
O'Rourke & Company
Massachusetts
$1.13M
CNBTD
483
Citizens National Bank Trust Department
Mississippi
$1.13M
HPC
484
HM Payson & Co
Maine
$1.12M
SCM
485
SCS Capital Management
Massachusetts
$1.12M
HI
486
Harbour Investments
Wisconsin
$1.12M
PTC
487
Private Trust Company
Ohio
$1.11M
FWA
488
Flagship Wealth Advisors
Massachusetts
$1.11M
IWN
489
Independent Wealth Network
Iowa
$1.11M
FWIA
490
Fort Washington Investment Advisors
Ohio
$1.11M
CCG
491
Chatham Capital Group
Georgia
$1.1M
DTC
492
Davidson Trust Company
Washington
$1.1M
CPW
493
Cove Private Wealth
New York
$1.1M
KMWM
494
Keudell/Morrison Wealth Management
Oregon
$1.09M
FNT
495
First National Trust
Pennsylvania
$1.09M
IWM
496
IHT Wealth Management
Illinois
$1.09M
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$1.08M
GWANC
498
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
ABC
499
Associated Banc-Corp
Wisconsin
$1.08M
FCH
500
Freestone Capital Holdings
Washington
$1.08M