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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
BFS
501
Bradley Foster & Sargent
Connecticut
$1.07M
AWM
502
Alterna Wealth Management
Texas
$1.06M
AWM
503
AE Wealth Management
Kansas
$1.05M
CB
504
Cadence Bank
Mississippi
$1.05M
TPA
505
Trivium Point Advisory
Connecticut
$1.05M
ICM
506
Islay Capital Management
Texas
$1.04M
LT
507
Legacy Trust
Michigan
$1.04M
MA
508
MKT Advisors
California
$1.04M
SFM
509
Signet Financial Management
New Jersey
$1.03M
AIC
510
Archer Investment Corporation
Indiana
$1.03M
KPWS
511
Kestra Private Wealth Services
Texas
$1.03M
QCM
512
QRG Capital Management
Illinois
$1.03M
SIMC
513
Squire Investment Management Company
Utah
$1.03M
GCA
514
Greenwood Capital Associates
South Carolina
$1.02M
DWT
515
Dorsey & Whitney Trust
South Dakota
$1.02M
PPC
516
Park Place Capital
Alabama
$1.01M
DW
517
Dodds Wealth
Colorado
$1M
KCM
518
Kanawha Capital Management
Virginia
$1M
Financial Engines Advisors
519
Financial Engines Advisors
California
$995K
CF
520
Claris Financial
Virginia
$992K
CTC
521
Central Trust Company
Missouri
$991K
CIA
522
Concurrent Investment Advisors
Florida
$979K
BHWM
523
Bar Harbor Wealth Management
New Hampshire
$975K
CA
524
Capital Advantage
California
$972K
BFA
525
Beacon Financial Advisory
Ohio
$968K