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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
CA
651
CapWealth Advisors
Tennessee
$628K
OMC
652
Old Mission Capital
Illinois
$627K
FFW
653
Fusion Family Wealth
New York
$627K
WAM
654
Weatherly Asset Management
California
$626K
KWS
655
Keystone Wealth Services
California
$626K
SWA
656
Strategies Wealth Advisors
Michigan
$622K
CWM
657
Centricity Wealth Management
Ohio
$621K
MWM
658
MGB Wealth Management
Texas
$620K
MIA
659
MainStreet Investment Advisors
Illinois
$619K
MWM
660
Mascoma Wealth Management
New Hampshire
$615K
FWM
661
Fonville Wealth Management
Virginia
$615K
SCTC
662
Sanibel Captiva Trust Company
Florida
$612K
BBHC
663
Brown Brothers Harriman & Co
New York
$609K
BW
664
BIP Wealth
Georgia
$607K
WA
665
Wambolt & Associates
Colorado
$607K
MSWM
666
Mowery & Schoenfeld Wealth Management
Illinois
$604K
SWM
667
Selective Wealth Management
Virginia
$601K
Q1WB
668
Quest 10 Wealth Builders
Virginia
$601K
HC
669
Hoese & Co
Minnesota
$597K
CFP
670
Catalyst Financial Partners
Massachusetts
$594K
SWM
671
Spire Wealth Management
Virginia
$593K
WG
672
Welch Group
Alabama
$592K
IRC
673
Investors Research Corp
Georgia
$592K
CIA
674
Compass Ion Advisors
Pennsylvania
$592K
HIP
675
HUB Investment Partners
Texas
$590K