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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
JWS
626
Juncture Wealth Strategies
Arizona
$676K
SMFG
627
Sumitomo Mitsui Financial Group
Japan
$673K
CF
628
Centaurus Financial
California
$673K
DWP
629
Daymark Wealth Partners
Ohio
$671K
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$670K
CD
631
Chapin Davis
Maryland
$669K
LPAM
632
Lodestar Private Asset Management
California
$668K
AFP
633
Ausdal Financial Partners
Iowa
$665K
NGA
634
Naples Global Advisors
Florida
$664K
GT
635
Greenleaf Trust
Michigan
$662K
RSF
636
Rik Saylor Financial
Ohio
$660K
GSB
637
Greenfield Savings Bank
Massachusetts
$657K
CA
638
CoreCap Advisors
Michigan
$654K
NFTC
639
North Forty Two & Co
Oregon
$651K
LNB
640
Ledyard National Bank
$648K
NL
641
NVWM LLC
Pennsylvania
$648K
BFC
642
Bedel Financial Consulting
Indiana
$644K
WIM
643
Warwick Investment Management
Texas
$644K
SW
644
SVB Wealth
Massachusetts
$638K
EWM
645
Evermay Wealth Management
Virginia
$636K
TCOV
646
Trust Company of Vermont
Vermont
$635K
CAG
647
Crestwood Advisors Group
Massachusetts
$633K
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$632K
PGA
649
Portland Global Advisors
Maine
$631K
GVAG
650
Great Valley Advisor Group
Delaware
$630K