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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
WF
576
Warner Financial
Maryland
$815K
TSS
577
Two Sigma Securities
New York
$810K
WA
578
WealthTrust Axiom
Pennsylvania
$809K
FA
579
Fagan Associates
New York
$808K
RPGK
580
Retirement Planning Group (Kansas)
Kansas
$807K
CWM
581
Cornerstone Wealth Management
Missouri
$804K
MOS
582
MGO One Seven
Ohio
$802K
DFG
583
Dupree Financial Group
Kentucky
$799K
DIP
584
DT Investment Partners
Pennsylvania
$797K
TA
585
TruWealth Advisors
Louisiana
$797K
FCFC
586
First Citizens Financial Corp
Iowa
$794K
VCM
587
Virtue Capital Management
Tennessee
$791K
BCWM
588
Bartlett & Co Wealth Management
Ohio
$784K
LBC
589
Lowe Brockenbrough & Co
Virginia
$781K
MC
590
Moors & Cabot
Massachusetts
$776K
TWA
591
Trace Wealth Advisors
California
$771K
TYCC
592
Texas Yale Capital Corp
Florida
$770K
APA
593
Astoria Portfolio Advisors
New York
$768K
MCM
594
M1 Capital Management
Michigan
$764K
AWM
595
Avior Wealth Management
Nebraska
$760K
MWM
596
Modera Wealth Management
New Jersey
$760K
AIMC
597
Alley Investment Management Company
Illinois
$758K
RWA
598
River Wealth Advisors
Pennsylvania
$753K
MIM
599
Marco Investment Management
Georgia
$741K
CIA
600
Choate Investment Advisors
Massachusetts
$729K