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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
CFO
551
CVA Family Office
Colorado
$906K
JWM
552
Jupiter Wealth Management
Colorado
$905K
HA
553
Helium Advisors
Washington
$899K
SSWM
554
Strait & Sound Wealth Management
California
$883K
CIAS
555
CBIZ Investment Advisory Services
Ohio
$880K
TNB
556
Thomasville National Bank
Georgia
$874K
WPW
557
Waldron Private Wealth
Pennsylvania
$872K
ST
558
Sageworth Trust
Pennsylvania
$870K
EB
559
Eastern Bank
Massachusetts
$866K
FPCP
560
Fort Point Capital Partners
California
$860K
ITIM
561
Indiana Trust & Investment Management
Indiana
$856K
CGPCS
562
Capital Group Private Client Services
California
$855K
OAS
563
Optivise Advisory Services
Tennessee
$854K
AGC
564
Aspen Grove Capital
Colorado
$853K
WDG
565
Wealth Dimensions Group
Ohio
$850K
DQRIM
566
Dale Q Rice Investment Management
Washington
$847K
USCWA
567
U.S. Capital Wealth Advisors
Texas
$845K
AWM
568
Able Wealth Management
New Jersey
$844K
PCM
569
Prelude Capital Management
New York
$839K
AL
570
Aspiriant LLC
California
$830K
FMTC
571
Farmers & Merchants Trust Company
California
$828K
WAL
572
W Advisors LLC
Tennessee
$824K
AP
573
Appleton Partners
Massachusetts
$821K
GRP
574
Global Retirement Partners
California
$818K
IC
575
Iconiq Capital
California
$816K