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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
JIR
676
James Investment Research
Ohio
$588K
AG
677
AmeriFlex Group
Nevada
$587K
DP
678
Dearborn Partners
Illinois
$586K
HWA
679
Heartwood Wealth Advisors
Virginia
$586K
SFS
680
Summit Financial Strategies
Ohio
$583K
KWM
681
Kingsview Wealth Management
Oregon
$583K
SW
682
SkyOak Wealth
Michigan
$580K
AC
683
Apella Capital
Connecticut
$574K
KWM
684
KFG Wealth Management
Indiana
$570K
FG
685
Fiduciary Group
Georgia
$566K
AMCA
686
Arthur M. Cohen & Associates
Illinois
$564K
TA
687
TFB Advisors
Kansas
$562K
BAM
688
Bellevue Asset Management
Washington
$560K
AB
689
ANB Bank
Colorado
$554K
MFS
690
Madrona Financial Services
Washington
$554K
RCG
691
Regatta Capital Group
California
$550K
CCM
692
Charter Capital Management
Wisconsin
$546K
JIP
693
Jaffetilchin Investment Partners
Florida
$544K
SWM
694
SeaCrest Wealth Management
New York
$544K
HWMG
695
Hurlow Wealth Management Group
Indiana
$542K
BP
696
BBR Partners
New York
$539K
RIA
697
Realta Investment Advisors
Delaware
$538K
PCA
698
Peddock Capital Advisors
Massachusetts
$537K
IWM
699
Integris Wealth Management
California
$536K
RWM
700
Rockwood Wealth Management
Pennsylvania
$533K