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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
AWM
526
Aprio Wealth Management
Georgia
$968K
CWG
527
Cornerstone Wealth Group
North Carolina
$968K
GPA
528
Guerra Pan Advisors
New Jersey
$967K
NLP
529
Next Level Private
New York
$965K
AF
530
Apollon Financial
South Carolina
$965K
GAM
531
Gould Asset Management
California
$964K
RBFC
532
Roman Butler Fullerton & Co
Missouri
$964K
SSWM
533
Sheets Smith Wealth Management
North Carolina
$960K
CAAS
534
Capital Asset Advisory Services
Michigan
$954K
OHWP
535
Oak Harbor Wealth Partners
North Carolina
$953K
MFG
536
Merit Financial Group
Georgia
$948K
SNBOSD
537
Security National Bank of So Dak
Iowa
$947K
PP
538
Patten & Patten
Tennessee
$943K
IB
539
Intrust Bank
Kansas
$939K
RCA
540
Resonant Capital Advisors
Wisconsin
$937K
AWM
541
Axxcess Wealth Management
California
$936K
CW
542
Code Waechter
Florida
$936K
ACP
543
Argyle Capital Partners
California
$935K
FBB
544
Fulton Breakefield Broenniman
Maryland
$935K
SWM
545
Sculati Wealth Management
Michigan
$929K
PFA
546
Pathway Financial Advisers
Indiana
$929K
LWM
547
Lakeridge Wealth Management
Ohio
$924K
CCB
548
Country Club Bank
Missouri
$922K
AIP
549
Almanack Investment Partners
Pennsylvania
$915K
WFA
550
Wellspring Financial Advisors
Ohio
$906K