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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
17.1%
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 %
GAM
526
Gould Asset Management
California
$964K -$40.2K -303 -4%
RBFC
527
Roman Butler Fullerton & Co
Missouri
$964K +$138 +1 +0%
SSWM
528
Sheets Smith Wealth Management
North Carolina
$960K -$15.7K -118 -2%
CAAS
529
Capital Asset Advisory Services
Michigan
$954K -$4.47K -33 -0.5%
OHWP
530
Oak Harbor Wealth Partners
North Carolina
$953K +$102K +765 +12%
MFG
531
Merit Financial Group
Georgia
$948K +$574K +4,318 +153%
SNBOSD
532
Security National Bank of So Dak
Iowa
$947K -$26.6K -200 -3%
PP
533
Patten & Patten
Tennessee
$943K -$24K -181 -2%
IB
534
Intrust Bank
Kansas
$939K – – –
RCA
535
Resonant Capital Advisors
Wisconsin
$937K +$6.64K +50 +0.7%
AWM
536
Axxcess Wealth Management
California
$936K -$4.38K -33 -0.5%
CW
537
Code Waechter
Florida
$936K – – –
ACP
538
Argyle Capital Partners
California
$935K – – –
FBB
539
Fulton Breakefield Broenniman
Maryland
$935K -$4.91K -37 -0.5%
SWM
540
Sculati Wealth Management
Michigan
$929K -$228K -1,720 -20%
PFA
541
Pathway Financial Advisers
Indiana
$929K +$91.2K +687 +11%
LWM
542
Lakeridge Wealth Management
Ohio
$924K -$40.5K -305 -4%
CCB
543
Country Club Bank
Missouri
$922K – – –
AIP
544
Almanack Investment Partners
Pennsylvania
$915K +$915K +6,889 New
WFA
545
Wellspring Financial Advisors
Ohio
$906K -$74.2K -559 -8%
CFO
546
CVA Family Office
Colorado
$906K +$1.73K +13 +0.2%
JWM
547
Jupiter Wealth Management
Colorado
$905K – – –
HA
548
Helium Advisors
Washington
$899K -$8.9K -67 -1%
SSWM
549
Strait & Sound Wealth Management
California
$883K -$2.13K -16 -0.2%
CIAS
550
CBIZ Investment Advisory Services
Ohio
$880K -$368K -2,774 -30%
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