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iShares Select Dividend ETF
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Overview Fund Activity

1,277 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 438 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-19
Holders Change %
-1.47%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
438
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Strategies Wealth Advisors
Michigan
$622K +$5.84K +44 +0.9%
CWM
652
Centricity Wealth Management
Ohio
$621K +$210K +1,580 +51%
MWM
653
MGB Wealth Management
Texas
$620K -$5.45K -41 -0.9%
MIA
654
MainStreet Investment Advisors
Illinois
$619K +$68.4K +515 +12%
MWM
655
Mascoma Wealth Management
New Hampshire
$615K -$236K -1,777 -28%
FWM
656
Fonville Wealth Management
Virginia
$615K -$18.2K -137 -3%
SCTC
657
Sanibel Captiva Trust Company
Florida
$612K – – –
BBHC
658
Brown Brothers Harriman & Co
New York
$609K +$51.8K +390 +9%
BW
659
BIP Wealth
Georgia
$607K -$147K -1,105 -19%
WA
660
Wambolt & Associates
Colorado
$607K -$4.47K -33 -0.7%
MSWM
661
Mowery & Schoenfeld Wealth Management
Illinois
$604K – – –
SWM
662
Selective Wealth Management
Virginia
$601K +$3.27K +24 +0.5%
HC
663
Hoese & Co
Minnesota
$597K +$162K +1,220 +37%
CFP
664
Catalyst Financial Partners
Massachusetts
$594K – – –
SWM
665
Spire Wealth Management
Virginia
$593K -$17.3K -130 -3%
WG
666
Welch Group
Alabama
$592K +$159K +1,200 +37%
IRC
667
Investors Research Corp
Georgia
$592K -$38.5K -290 -6%
CIA
668
Compass Ion Advisors
Pennsylvania
$592K – – –
HIP
669
HUB Investment Partners
Texas
$590K -$45K -339 -7%
JIR
670
James Investment Research
Ohio
$588K +$588K +4,431 New
AG
671
AmeriFlex Group
Nevada
$587K -$114K -864 -16%
DP
672
Dearborn Partners
Illinois
$586K -$16.6K -125 -3%
HWA
673
Heartwood Wealth Advisors
Virginia
$586K -$3.06K -23 -0.5%
SFS
674
Summit Financial Strategies
Ohio
$583K – – –
KWM
675
Kingsview Wealth Management
Oregon
$583K +$531 +4 +0.1%
25 26
27
28 29